News

Bleakley Financial Group Expands Nationally with the Addition of Two Advisory Teams from Northwestern Mutual

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

Wealth.com Announces Strategic Integration With eMoney to Deliver Streamlined AI-Powered Estate and Financial Planning Capabilities for Advisors

Kansas-based Wealth Management Firm NoxNumis Chooses Osaic

Modern Wealth Adds $1 Billion in AUM With Two New California Acquisitions

Domain Money Launches Membership Model to Deliver Financial Planning and Guidance to American Investors

Triad Partners Announces Annual ‘Scale Summit’: Largest-Ever Experience Designed to Help Advisors Build Legendary Firms

State Street Global Advisors Announces Strategic Partnership and Investment in Ethic

Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

Snappy Kraken Announces Integration With Catchlight to Scale Personalized Prospect Engagement, Completes SOC 2 Type 2 Certification

MAI Capital Management Expands Sports and Entertainment Services with Recent Additions

Mercer Advisors Expands in Memphis With Acquisition of Vishria Bird Financial Group

D. Scott Neal, Inc. Joins the National Firm Mercer Advisors

Osaic Names Saumya Bhavsar as Chief Legal Officer and General Counsel

Cache Appoints Aaron White as Head of Investor Solutions and Shang Chou as Head of Institutional Solutions

BlackRock Goes Live with First-of-its-Kind Public-Private Model Portfolios, Enabling Easier Access to Private Markets

Ever Wealth Joins Osaic’s Expanding Network of Financial Professionals

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

Dynamic Announces Partnership with Jump to Enhance its Wealth360™ Platform as Part of Broader AI Strategy

Barry Ritholtz’s “How NOT to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth—and How to Avoid Them” Available Now

Bleakley Financial Group Expands Equity Partnership, Adds Advisors and Surpasses $1 Billion in Net New Assets in Q1 2025

Exhibit A Launches, Helping Advisors Enhance Client Engagement With Impactful Visuals

Michael Mandelos Joins Orion as Wealth Management Product Leader

Integrated Partners Adds Prout Financial Design, Continues to Grow Midwest Presence

Summit Financial Strengthens Growth Momentum With Investment in $830M Gateway Advisory

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Committed to Building the RIA of the Future, RFG Advisory Announces New Suite of Cutting-Edge Technology

RISR Partners With NewEdge Wealth to Support Better Outcomes for Business Owners

Triad Partners Appoints New CTO and COO to Drive Innovation and Growth

Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&A

RSM Taps Arch to Unlock Tech-Enabled Private Markets Investment Management

Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, With Approximately $80 Million in Assets Under Administration

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

Jump Selected as an Official Technology Provider for Osaic’s Network of Financial Professionals

Wealth.com Launches ‘Scenario Builder’: The First All-in-One Tool to Instantly Model, Compare and Optimize Complex Estate Strategies

PureFacts Bolsters C-Suite with Trio of Powerhouse Hires

Mercer Advisors Appoints Ted Motheral as Principal, M&A Partner Development

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer

Cambridge Savings Bank Provides Belle Brands with $10 Million Revolving Line of Credit to Fuel Growth

RFG Advisory Announces the Launch of Strodtman Wealth Management, Expands Presence in Texas

Rise Growth Partners Acquires Minority Stake in Grimes & Company to Accelerate Growth and Geographic Expansion

Domain Money Recruits Trio of CFP® Professionals

Cambridge Savings Bank Announces $20M Revolving Line of Credit to Arctaris Impact Investors to Enhance Community Investment Strategy

Integrated Partners Elevates Matt Ackermann to Chief Brand Officer

Wealth.com Bolsters Legal Team With Addition of Kathy Wunderli as Head of Private Wealth

Snappy Kraken Launches AI-Driven Enterprise Hub, Revamps Campaigns App to Drive Enterprise and Advisor Organic Growth

Rise Growth Partners Unveils ‘Rise Up’ Weekly Market Recap Series on Wealthion

RISR Partners with Wealthcare Capital Management to Drive Deeper Relationships with Business Owner Clients

Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services

TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades

Amplify Achieves Record Growth, Doubles Headcount and Surpasses $18 Billion in AUM

Savvy Wealth Appoints David Weiner as Chief Growth Officer; Recruits $300 Million Universal Value Advisors Team

Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group

Jump Closes $20 Million Series A Funding Round, Led by Battery Ventures, to Transform Financial Advisors’ Workflows Using AI

TradePMR Debuts “RIA Reflections,” a Story-Sharing Platform by RIAs, for RIAs

Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership

Cache Surpasses $300 Million AUM Milestone With Strong 2024 Performance and Investor Adoption

Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration

CION Investments and GCM Grosvenor Announce Launch of the CION Grosvenor Infrastructure Fund with $240 Million Invested in Infrastructure Assets

Orion Expands Real-Time, Cloud-Based Data Sharing with Snowflake

Wealth.com Adds Dan Bolton as Head of Marketing, Strengthening Industry Leadership

GReminders Surpasses 2,000-User Milestone as More Advisors Boost Productivity With Compliance-Friendly Artificial Intelligence

RFG Advisory Launches Refreshed Brand to Redefine Advisor Experience

Nepsis Unveils New Minneapolis Headquarters at Two Meridian

Integrated Partners Expands West Coast Footprint with Addition of RetirementDNA

CapIntel Celebrates Successful Rollout with Canada Life, Paving the Way for Elevated Client-Advisor Experiences

Savvy Advisors Surpasses $1 Billion in AUM With Addition of Four Financial Advisors to Close out 2024, Marking a Milestone Year for the Firm

Orion Welcomes Fintech Veteran Arun Anur as Chief Operating Officer

Mercer Advisors Expands Footprint in Georgia With the Addition of Edward Vance Investment Management

Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology

Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency