Wealth Platforms Need to Focus on Opportunity Zone Funds Now

February 17, 2026

iCapital to Acquire Passthrough, an Investor Onboarding, Compliance Platform

February 11, 2026

Kestra’s Bluespring Adds $2.3B SHP Financial to Growing RIA Platform

February 10, 2026

Start Me Up: Growth Time for Private Wealth and Private Markets

February 10, 2026

Arete Wealth Promotes Levine to CEO in Broader Executive Leadership Shift

February 8, 2026

Bonaventure Expands Sales Team With Two Senior Hires

February 8, 2026

$750M AUM Ryan Financial Group Joins Cetera Amid Commonwealth-LPL Merger

February 5, 2026

Prospera Financial Services Names Paul Keeton Chief Investment Officer

February 4, 2026

Concorde Adds Financial Adviser Ashley Romiti to Broker-Dealer Platform

February 2, 2026

LPL Posts Record Assets, Growth Despite Full-Year Net Income Decline

January 29, 2026

Cetera’s Summit Network Adds Ex-Commonwealth Adviser With $170M in AUA

January 29, 2026

NewEdge Advisors Adds $1.4 Billion-Asset Team From Nashville Area

January 29, 2026

Kestra’s Bluespring Expands Pittsburgh Footprint With $600M Coghill Acquisition

January 28, 2026

Ohio Pair Formerly Serving $2B in Client Assets Join Linsco by LPL Financial

January 27, 2026

Concorde Investment Services Adds G3 Capital to Broker-Dealer Platform

January 27, 2026

Blackstone, Ares, Apollo Partner with OneDigital to Bring Private Markets to 401(k) Plans

January 26, 2026

Cetera Completes Acquisition of $1.9 Billion-Asset Darnall Sikes Wealth Partners

January 25, 2026

Representatives Introduce Legislation to Modernize Financial Adviser Payment Rules

January 22, 2026

Choreo to Add Pair of Penn.-Based RIAs With $1.3B Combined AUM

January 21, 2026

Kestra Financial Appoints Head of Advanced Planning, Announces Tech Partnership

January 21, 2026