Search results for Fiduciary Management Inc

FMI Small Cap Equity Q1 2026 Commentary

GTCR acquires Fiduciary Trust Company

Doris Meister, former chair and CEO of Wilmington Trust, will join Fiduciary as executive chair. The post GTCR acquires Fiduciary Trust Company appeared first on PE Hub.

Private business, even more confidential fees: The cost of Fidelity custody

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

FirsTrust: Real Advice. No Agenda

At FirsTrust, fiduciary isn't just a buzzword. It's a promise.

Form 13F 21 West Wealth Management LLC For: 15 April

Fiduciary Law Trends 2026

A roundup of significant court cases.

Guardians, Fiduciary Duties

So, you need to file a Medicaid application to secure Medicaid benefits for someone who is incapacitated or incompetent – someone who, due to mental and/or physical impairments, la...

Risk #10: Fiduciary Duties Revisited: Delaware Law and the Fund Manager’s Evolving Obligations

A significant shift in Delaware law is reshaping how courts evaluate conflicted transactions involving controlling stockholders, including private fund managers that control portfo...

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

Tanglewood Total Wealth Management: Doubling Down on Internal Ownership

The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.

CIFC pushes deeper into wealth channel with MD appointment

CIFC Asset Management has appointed Mike Martin as managing director, investor solutions as the firm expands further into the wealth channel. According to CIFC, Martin’s appointmen...

Fidelity’s FutureWise unveils private markets partner network

FutureWise, Fidelity International’s default investment strategy for UK workplace pension schemes, has launched a private markets partner network, a group of general partners (GPs)...

Mercer Global Advisors acquires Personal Financial Solutions in Manasquan

Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), has announced the addition of Personal Financial Solutions (PFS), a Manasquan-based advisory firm over...

Ritholtz Wealth Launches Equity SMA With Franklin Templeton

The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.

Fidelity to Pay $1.25M Over 2024 Data Breach

According to Massachusetts Commonwealth Secretary William Galvin, the firm failed to protect customer data during the breach in which private information for thousands of clients a...

F2 Strategy buys Meradia to deepen investment operations and tech consulting reach

Deal adds scale, expands capabilities across front-to-back investment lifecycle services

Former Wells FiNet Advisor Team Departs to Launch $600M Firm

John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves, including AI implementation.

Wealth Manager Cuts Vanguard Bond Fund Position by $3.4 Million as Rates Rise

Vanguard offers actively managed bond strategies for institutions, focusing on diversified fixed income exposure.

Wealth Manager Cuts Vanguard Bond Fund Position by $3.4 Million as Rates Rise

Vanguard offers actively managed bond strategies for institutions, focusing on diversified fixed income exposure.

Vista Investment Partners Just Bought a New $4.7 Million Stake in Federated Hermes

Federated Hermes delivers asset management services across global markets, serving both institutional and individual investors.

$836M Ameriprise Team Launches Midwest RIA

The Bedford Group will use Private Client Services for brokerage and Schwab for custody, according to flings.

FTHI: Actively Managed Buy-Write Strategy For Equity Income Investors

Wealthspire Adds $1.9B Firm to Institutional Retirement Plan Business

Wealthspire’s institutional division will integrate the Indianapolis-based Axia Advisory along with its plan sponsor clients and participants.

Fidelity Corporate Bond Fund Q4 2025 Commentary