Social Media Ideas for Fiduciary Management Inc

FMI Large Cap Equity Q2 2026 Review

People Moves: $34B Fiduciary Trust Hires Former Wilmington Trust CEO

Also, Farther and Dynasty add executives-in-residence, Arden Trust hires a president and Catalyst adds to its RIA distribution team.

FMI International Equity - Unhedged Q2 2026 Review

The Fiduciary Tsunami About to Hit Healthcare Plans

Why retirement plan advisors should care.

Mesirow Pushes Further Into Workplace Plans With flexPATH's 3(38) Business

The deal marks Mesirow’s second acquisition in the outsourced fiduciary space this year as it joins advisories pushing into retirement plan asset advice.

Fidelity Expands SMA Lineup for Advisors

Among the additions are custom strategies focused on tax-managed enhanced and fundamental equity and SMAs that offer UMA integration.

Creative Planning, Transamerica Face Suit Over Plan Selections

The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation "risk" for wealth firms converging on the re...

US family office and advisory giant GRF enters Canadian market

Gelfand, Rennert & Feldman acquires Burlington, Ontario’s Danyliw & Mann and BDM Royalty Management

Fiduciary Services: When Does Your Family Need Them?

This post may contain affiliate links. Read the full disclosure here. Unfamiliar with legal terms like power The post Fiduciary Services: When Does Your Family Need Them? appeared...

TDM Financial Retained for Investor Awareness Services

T. Rowe Price Bets on Fixed Income with F/m Investments Buy

The move adds $19 billion in AUM, largely focused on fixed-income ETFs and SMAs.

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.

Fidelity & Guaranty Life sells $160,566 of Crescent Capital BDC stock

Total Financial Management Becomes a NAPFA Member

POLAND, Ohio – Total Financial Management LLC, a registered investment advisory firm, has become a member of the National Association of Personal Financial Advisors.  NAPFA members...

How CG Wealth Management's new CIO sees income fitting in client portfolios

Ben Fawcett outlines his approach to a perennial focus for asset managers as it evolves

Wisconsin asset manager enters Canadian ETF market with new US equity funds

US mid cap and large cap funds bring active management to TSX investors

People Moves: RIA Fidelis Capital Adds Bank of America Equity Strategist as Partner

Also, UBS opens a Dallas Hub, AlTi Tiedemann hires an advisor to lead its Miami office, and Arch’s Anvil adds a consultant with RIA compliance and COO experience.

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

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...

Tort – Company sued for its new employees’ alleged breach of fiduciary duty

Where an investment company plausibly alleged that the new employer of former employees knowingly participated in their alleged breach of fiduciary duty and stood to benefit from t...

Cumberland's Monday Memo

US firm buys Toronto's Intelligo Partners to deepen Canadian footprint

Deal adds investment platform implementation expertise as F2 builds out North American reach

Income Financial Trust declares CAD 0.0854 dividend

F.L.Putnam Lands Biggest Acquisition to Date With $1B Wisconsin Team

The acquisition is the largest for F.L. Putnam to date and comes shortly after Bixby Wealth bought out Emigrant Partners for a minority stake in the $12B RIA.

Fidelis Capital on Breaking Away to a 'Different Path'

The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.