Client News

Integrated Partners Reaches 250 CPA Partner Firms, Expands CPA Alliance Program

Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity

Wealth.com Becomes First Estate Planning Platform to Integrate with Advyzon

Four Pillars Investment Management Joins Osaic from Commonwealth with $143 Million in Client Assets

Arch Enhances Tax Reporting Solution with Schwab Advisor Services 1099 Integration

EPIC Insurance Brokers & Consultants’ Expands Private Client Practice in Chicago with Price Insurance Acquisition

Gallagher Financial Joins Osaic, Bringing $194M in Client Assets 

MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client

GReminders Integrates with Osaic Institutions, Bringing AI Scheduling and Notetaking to Banks and Credit Union

Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning

Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners

Arch and Archway Group Partner to Enhance Alternative Investment Management

Mercer Advisors Appoints Kate Shackleton as Head of New Partner Success

EPIC Insurance Brokers & Consultants Expands Transportation Practice with Appointment of Kristy Neal as Senior Vice President

MAI Capital Management Doubles Down on Organic Growth; Announces New Chief Marketing Officer

Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, And Launches Specialized Practice to Serve Entertainment and Creative Professional Clients

Amplify Hires Industry Expert Jack Martin as Chief Marketing Officer

Wealth.com Named Estate Planning Partner by Osaic’s National Planning Institute, Supporting 11,000 Financial Professionals

Voya Financial Launches WealthPath Platform for Its Financial Advisors, Expanding Wealth Management Capabilities Inside and Outside Retirement Plans

Arch Forms Client Advisory Board Comprising Executives and Decision-Makers From Nation’s Leading Banks, Family Offices, Institutions and Wealth Management Firms

Facet Cements Role as One-Stop Shop for Financial Life, Expands Memberships to Include Tax Preparation and Filing

Savvy Wealth Appoints Anshul Sharma as CIO as Firm Surpasses $3 Billion in AUM

Women-Led ArrowPoint Wealth Advisors Launches with Osaic

Osaic Expands Supported Independence Channel With $460 Million Virtus Wealth Solutions

Orion Ascent 2026: Registration Now Open for the Financial Industry’s Signature Wealthtech Event

Orion Expands Investment Solutions Lineup with Addition of SpiderRock Option Overlay SMAs

Corient Adds Northeast Financial Consultants, a Connecticut Multi-Family Office with $4.5 billion in Assets

Cambridge Savings Bank Appoints Erin Toomey as Chief Human Resources Officer

Orion Showcases Bold Evolution of Wealthtech Platform at Future Proof Festival with Launch of AI Assistants, Orion Summit Experience, and Orion Strategic Insights

Dispatch Appoints Chris Cook as Head of Solutions and Security Engineering

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

$315 Million Simplified Wealth Management Moves to Osaic from LPL

Triad Wealth Partners Surpasses $1B in Assets Under Management, Accelerated by Growth Within Triad Partners

Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group, Creating $430-Billion Independent Ultra-High-Net-Worth Wealth Manager

Wealth.com Strengthens Leadership With New Advisory Board Appointments

MassMutual and Orion Launch All-in-One Wealthtech Platform to Accelerate Advisor Growth

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Strategic Financial Management Affiliates with Osaic, Joining Undefined Gridlines, Inc.

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

Amplify Reinvents Risk Assessment with Launch of QuantumRisk™

Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team

Massachusetts-Based Advisor Joelle Spear Launches Independent Firm with Osaic

Daniel Crosby Previews Latest Book at Triad Partners’ 2025 DBDL Retreat

Osaic Announces Official Close of CW Advisors Acquisition

$840 Million Blaze Credit Union Affiliates with Osaic

Events Industry Disruptors Matt Middleton and Anil D. Aggarwal Acquire ETF.com, Launching New Events-Driven Multimedia Platform

$275 Million Providence Wealth Planning Chooses Osaic

Modern Wealth Selects RISR to Power Business Owner Planning Across National Platform

FINNY Launches Multi-Channel Campaigns and LinkedIn Actions for Automated Outreach

Bowman Financial Solutions Joins Osaic’s Advisor Network

Payne Financial Consultants Moves to Osaic

GeoWealth Secures $38 Million in Series C Funding Led by Apollo

Mercer Advisors Expands in Florida With Addition of Family Wealth Planning Group

Savvy Advisors Nears 70 Wealth Managers Following Addition of Perspective 6 Wealth Advisors

The Union Bank Co. Partners with Osaic Affiliate Savage and Associates

PATH Financial Partners Launches with Osaic, Bringing Client-Centered Wealth Planning to Florida’s Public Sector

Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Conquest Planning Collaborates with BMO to Launch ‘My Financial Progress’ — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

SolomonEdwards Elevates Carissa Robb to Managing Partner, Banking & Financial Services

Orion Clients Grew Faster Than Peers in 2024 and Utilized More of Their Tech Stack, Cementing Firm’s Leadership as It Rockets Beyond $5 Trillion Asset Milestone

Bleakley Financial Group Rebrands as OnePoint BFG Wealth Partners, Ushering in Bold New Chapter

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

Women in Insurance & Financial Services Partners with Jump to Support Women in Finance Through AI Innovation

$400 Million BlueHaven Wealth Management Launches with Osaic

SolomonEdwards Expands Leadership with Appointment of George Kelly as Managing Partner

Fi3 Advisors Selects Opto Investments to Scale and Streamline Private Markets Offerings for High-Net-Worth Families

Modern Wealth Acquires Kaye Capital Management, Surpasses $8.5 Billion in AUM

F2 Strategy Acquires Aliter Investment Services, Expanding into Asset Servicing Solutions

Osaic Adds Former Commonwealth Advisor Managing $90 Million in Assets

Cambridge Savings Bank Opens New Branch in Dorchester to Deliver Tailored Banking Solutions to Residents and Small Businesses

Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments

GReminders Brings Leading-Edge AI Notetaker and SMS Reminders to Over 11,000 Osaic Financial Professionals

Jump and eMoney Streamline Advisor Workflows with New Data Integration

Mercer Advisors Expands in Greater Boston with Addition of O’Brien Wealth Partners

Triad Partners Appoints Former Fidelity Executive as CFO, Names New President of Wealth Division

Porpora Wealth Management Joins Osaic, Adds $100 Million in Assets

Mercer Advisors Surpasses 50% Employee Ownership Milestone, Reinforcing Growth and Culture Strategy

Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation

RFG Advisory Debuts Bluemonte ETFs—A Unified Investment Approach to Enhance Control and Efficiency

Bleakley Financial Group Appoints Ray Sclafani to Board of Directors

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

RISR and The American College of Financial Services Unite to Help Advisors Drive Better Outcomes for Business Owners

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

Orion Launches New J.P. Morgan SMAs and Model Portfolios on Orion Platforms

Osaic Acquires $13.5 Billion CW Advisors

SolomonEdwards Acquires Pencek Advisors, Launches Private Equity Services Platform

Orion Ascent 2026 to Rally 2,000+ Attendees Around the Relentless Pursuit of Excellence

Integrated Partners Launches Unified Technology Dashboard Powered by Invent

Snappy Kraken Unveils End-to-End Lead Conversion for Financial Advisors; Appoints Cheryl Nash to Board

FINNY Unveils Intent Search to Help Advisors Pinpoint High-Intent Prospects Faster

Mercer Advisors Establishes Strategic Growth Presence in Oklahoma City With Addition of Full Sail Capital

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Cambridge Savings Bank Provides Global Printing & Packaging with $5 Million Revolving Line of Credit to Fuel Strategic Growth

Ritholtz Wealth Management Announces Grand Opening of New Chicago Office at Iconic Salt Shed Venue

Integrated Partners Welcomes Corey Wealth Partners, Expanding Footprint in Greater Boston

Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer

Osaic Launches CapitalHub in Partnership with Community Capital Technology

Angeles Wealth Management Appoints Cameron Rogers as Partner

Wealth.com Announces Inaugural Estate Planning Conference

Osaic Adds Five Former Atria-Affiliated Credit Unions to Expanding Institutions Channel

Ryan Grossman Joins Osaic-Affiliated StoneBridge Advisors

PureFacts Expands Executive Team With Key Appointments in Customer and People Leadership

Mercer Advisors Celebrates Key Milestones in Expanding Partnership

Mercer Advisors Expands Mid-Atlantic Presence With Addition of Tufton Capital Management

Mercer Advisors Acquires Lewis Wealth Management

Integrated Partners Launches Strategic Partnership With Carefull to Protect Older Clients From Fraud

Jump and Cetera Join Forces to Further Enhance Compliance, Efficiency and Scalable Growth

OneDigital Selects Wealth.com as the Exclusive Estate Planning Partner for Its Advisors

Savvy Wealth Partners with Vestwell to Simplify 401(k) Management for Clients’ Employee Plans

OneDigital Selects Wealth.com as the Exclusive Estate Planning Partner for Its Advisors

MAI Capital Management Selects iCapital® to Scale its Custom Alternatives Platform

F2 Strategy Expands Market Reach Through Acquisition of MD Solutions, Targeting Emerging Wealth Firms

Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago

Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners

Integrated Partners Adds Family-Run Albritton Financial Services

TurnPoint Wealth Takes Independent Flight with RFG Advisory

CapIntel and Richardson Wealth Collaborate to Enhance Advisor Support

Mercer Advisors Introduces Account Bridge, Enabling Advisors to Manage Clients’ Retirement and College Savings Plans

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