Social Media Ideas for Assets Under Advisement

Avidian Wealth Solutions Surpasses $6 Billion in Assets Under Management (as of date)

The $6 billion milestone underscores more than two decades of growth for the independent, fiduciary-led firm. HOUSTON, Aug. 22, 2026 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions,...

Twelve Reminders for Clients with DAF Accounts

Advisors are uniquely situated to have these discussions.

SAX Wealth Advisors acquires Lighthouse Financial and $350M in managed assets

SAX Wealth Advisors, a leading independent wealth management firm with offices in New Jersey and part of SAX Advisory Group, publicly announced Aug. 21 the acquisition of Lighthous...

SMAs Emerge as Wealth Management's Next Frontier

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

Adviser links: the custody shift

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

Adviser links: legacy building

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

16 Investment Must Reads for This Week (Aug. 4, 2026)

Asset managers are doing an about face on outsourcing, seeking to bring more functions in-house. A combo of factors has created an opportunity in muni bond investing. These are amo...

Public Alternative Asset Managers See Wealth AUM Rise

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Pontera Adds Non-Discretionary Option for Advisors to Guide 401(k) Allocations

Pontera is offering a non-discretionary held-away asset view for advisors, which the firm said is not a direct response to Fidelity blocking client credentials.

LPL Financial Recruited Assets Jump 35% in Q2

The firm brought in $25 billion during the second quarter, as it prepares to complete its Commonwealth Financial Network conversion in the fourth quarter.

Investment Management Client Alert July 2026

Cerulli: Wealth Allocations to Alts Could Reach $4T within Five Years

The firm estimates advisor ownership of less-than-fully-liquid alternative investment products is expected to grow by $2 trillion in that time span.

Why advisors need to prepare heirs, not just assets

As the Great Wealth Transfer accelerates, Eric Becker of Cresset argues that financial advisors must help families transfer values alongside wealth

FUSE: Risk-Adjusted Returns Top Priority for Advisors in Portfolio Construction

Advisors are also relying more on models when constructing model portfolios.

UBS Recruits 3 Advisor Teams of Combined $2.6B in Client Assets

The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.

13 Investment Must Reads for This Week (Aug. 18, 2026)

Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including...

Advisor exits exert 'lag effect' on UBS' Q2 asset inflows

The Swiss banking giant sees its net new assets fall off again, largely owing to tax withdrawals, CEO Sergio Ermotti said. But ongoing advisor departures are also a culprit.

Adviser links: managing client transitions

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

Asset Allocation Calculator

Asset Allocation Calculator essentials (Investments): calculator and helpful Benefits, Disadvantages, Meaning, Examples, and FAQ. The post Asset Allocation Calculator appeared firs...

&Partners Recruits Two Teams With $1.5B in AUM

The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.

See Your Total Asset Allocation Across All Accounts in One View

How to sort your holdings into 8 asset classes, spot concentration risk, check against your risk profile, and catch drift or cash drag early. The post See Your Total Asset Allocati...

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

Australia- Net Tangible Asset Requirement Set to Increase for Responsible Entities

ASIC has announced that it will increase the net tangible assets (NTA) requirement for responsible entities of registered managed investment schemes (MIS), operators of investor di...