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The RIA platform has hired a leadership team after growing from $515 million to over $1.5 billion in AUM since 2024 while leaning into a law firm-like partnership model.
Gelfand, Rennert & Feldman acquires Burlington, Ontario’s Danyliw & Mann and BDM Royalty Management
The public-sector retirement plan provider will offer brokerage accounts and robo advisory services through a partnership with Apex Fintech Solutions.
Brookfield Asset Management raised a record $77 billion in the second quarter, led mostly by its credit business, as the firm continues its push into the insurance sector. The firm...
Wealth Management 2026 Midyear Outlook
The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...
Brookfield Asset Management has reported “record” fundraising in the second quarter of 2026, driven by its private equity, credit and infrastructure platforms. In the manager’s qua...
In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.
The partnership is launching two closed-end funds, initially available through Merrill and Bank of America Private Bank.
With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.
Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization
HOUSTON, July 21, 2026 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions, a Houston-based, 100% employee-owned, and independent wealth management firm with no private equity ownership...
Two new reports offer ultra-high net worth business owners and families independent, disclosure-based research into the professionals and Wealth Advisors who may play a role before...
Nominated by investors, 35 teams are named in the list
Berger manages more than $3 billion in assets for over 3,800 clients. The post Investcorp scoops up wealth management firm Berger Financial Group appeared first on PE Hub.
BG Wealth Group founder allegedly kept trading securities after a ban meant to protect investors
Marshall Drozduk joins WPTV to explain how he brings tax and estate planning into his work
The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.
US mid cap and large cap funds bring active management to TSX investors
Thane Stenner, senior portfolio manager and senior wealth adviser at Stenner Wealth Partners Plus of CG Wealth Management, explains an approach to alternatives that earned him a pl...
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