NewEdge Grows Florida Footprint With $3B Wealth Manager Team

September 2, 2026

Savant Wealth Management Adds $542M Firm, Expanding New York Footprint

September 1, 2026

Calif.-Based OSJ Joins Cetera, Brings $2.1B and 40 Advisers From LPL

August 31, 2026

NewEdge Wealth Opens Nashville Office With UBS, Morgan Stanley Veteran

July 24, 2026

iCapital, Envestnet Expand Partnership to Streamline Alts in UMAs

April 15, 2026

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

February 10, 2026

CAZ Investments Launches Interval Fund for Access to GP Stakes

February 4, 2026

Fidelis Capital Partners With Opto Investments to Expand Private Markets Program

January 13, 2026

DST Sales Surpass $8.4 Billion in 2025, According to Mountain Dell

January 8, 2026

$220 Million Ex-Cetera Team Transitions to Osaic

December 4, 2025

UBS Taps Industry Veteran Justin Frame to Lead Tucson Office

December 4, 2025

Quotient, TritonPoint RIAs Partner With Opto to Build Private Markets Programs

December 3, 2025

Brookfield, iCapital Release Tool to Model Alts Diversification Impact

November 12, 2025

Inland Investments Joins SEI Access Platform to Enhance Adviser Support

November 5, 2025

UBS Adds Arizona- and Georgia-Based Advisers Overseeing $235M in Assets

November 2, 2025

FINRA Fines Boston Firm $20K Over Private Placement Filing Lapses

October 6, 2025

LPL Adviser Team Appeals Court-Ordered Handover of Client Data

August 21, 2025

ExchangeRight Adds Senior Vice President to Serve Four Corners Region

August 2, 2025

Harrison Street Launches Private Wealth Division, Renames Interval Fund

July 30, 2025

ExchangeRight Appoints Ex-Osaic Vet as Senior Wholesaler for Pacific Northwest

July 17, 2025