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Omaha-based Carson Group expands N.J. presence by adding Foran Financial Group of Somerville

Carson Group, a wealth advisory firm with over $65 billion in assets under management, said Oct. 8 that Foran Financial Group has joined Carson’s integrated adviser channel, becomi...

Platform Financial enters Alberta with two leadership hires

Toronto-based advisory firm adds a managing partner in Calgary and a national insurance planning director as it pushes west

US family office and advisory giant GRF enters Canadian market

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

October 17 – Kozak Financial Group

Kozak Financial Group, Talk to the Experts at 1 pm on QR Calgary. Expert investment guidance for Albertans—tune in take control of your wealth. With nearly 30 years of experience s...

Cross-border firm launches with $2.3 billion in combined assets from four partners

Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families

Halifax West Serves as Exclusive Financial Advisor for Maverick Acquisition Ventures, Inc. to secure an Asset-Based Revo...

The revolving facility refinances existing funded debt and provides ongoing working capital to support Maverick Acquisition Ventures, Inc.'s agent recruitment and carrier network a...

F&G Annuities & Life, Inc. (FG) Presents at KBW Insurance Conference 2026 Transcript

AI-powered mortgage lender Northguard Financial to launch in 2027

Led by Paradigm and MERIX founding CEO Katherine Gregory, the broker-focused lender plans AI-powered underwriting, a broad range of mortgage products and a national rollout.

Orion180 Insurance Group Grows Into U.S. IPO Plan

Fortun Holdings Reports Record Q3 2026 Funding Volume of $4.18 Million, Up 41% Year Over Year

Company surpasses $4 million in quarterly funding for the first time following back-to-back record months in July and August; September applications reach new record of 558 applica...

PureFacts and Ascentix target fee leakage in wealth management firms

Wealth enterprises are leaving revenue on the table - a Canadian software firm enters new partnership with strategic consultancy

Former VestGen CEO Launches New Wealth Firm

Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.

Forstrong's Tyler Mordy seeks new growth avenues following SEAMARK combination

As Forstrong and SEAMARK amalgamate, CIO Tyler Mordy looks for more growth, innovation and national expansion.

LPL Financial Group Managing Director Sells 308 Shares for $110,100

Jambusaria maintains 6,107 direct shares.

FP Canada confirms interim executive as business development chief

The 30-year banking and wealth veteran takes the post permanently after holding it since June

LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNet

Georgia-based Praxis Financial Partners brings four advisors and a support staff to LPL’s RIA platform after evaluating more than a dozen firms.

Beforepay Group posts its most profitable year yet

ASX-listed Beforepay Group have just posted its most profitable year yet, with the company’s cash NPAT hitting $15.7 million in FY26, up 57%, a company record.

Income-Covered Closed-End Fund Report, October 2026

American Financial Group, Inc. (AFG) Presents at KBW Insurance Conference 2026 - Slideshow

Apex, FusionIQ Link Clearing and Digital Wealth Tools for Banks and RIAs

Apex Fintech Solutions and FusionIQ are linking Apex’s clearing and custody infrastructure with FusionIQ’s digital wealth tools for financial institutions launching or expanding in...

BHG Financial Named to Fortune Best Workplaces in Financial Services and Insurance List

Recognition highlights BHG Financial's continued focus on creating a workplace where employees can grow, contribute, and do meaningful work

KlariFi Acquires Future Balance, Expanding Accounting and Advisory Support for Canadian Businesses

Toronto-based Future Balance joins KlariFi with a focus on client continuity, familiar relationships and access to a broader range of financial expertise. ORILLIA, ON, Oct. 3, 2026...

John Risley’s CFFI strikes deal to sell assets to affiliate of US$1-billion creditor

HPS affiliate New Tide would acquire substantially all of the insolvent investment firm’s assets through a credit bid

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...