Wealth Management
Merit Adds $208M Bucks County Wealth Manager
Merit Financial Advisors has acquired GlennCo, LLC, a Newtown, Pennsylvania-based wealth ...Read more
Earned Autonomy, Not Auto-Pilot: How Advisors Can Trust AI
As artificial intelligence moves from experimentation to daily use across wealth management, the co...Read more
Vestwell Raises $385M, Doubles Valuation as Savings Platform Scales
Fintech platform Vestwell has secured $385 million in Series E funding, doubling its valu...Read more
PNC Targets Mass Affluent with Launch of Premier Client Services
PNC Wealth Management, a unit of PNC Bank, has rolled out a new banki...Read more
Claro Advisors Adds Tech Capabilities to AI Platform
Claro Advisors, a wealth management firm, has launched its AI-powered wealth tech platform to ...Read more
Mercer Advisors Tap 2 for Leadership Roles
Mercer Global Advisors has appointed two industry veterans to senior leade...Read more
Nitrogen, Betterment Partner to Streamline Data Sync for Advisors
Nitrogen and Betterment Advisor Solutions have formed a strategic partnership designed to simplify ...Read more
Equity Valuations, Volatility, and Private Markets Drive Conversations: Blackstone
Financial advisors are focused on elevated equity valuations and market volatility, while increasin...Read more
Captrust Purchases California Firm with $3.8B in AUM
Captrust Financial Advisors has acquired a wealth management firm, which manage...Read more