Asset Management

Envestnet: Tamarac Platform Enhancements Introduce Selective Sync And Improved Account Search

By Amit Chowdhry ● Today at 10:43 AM

Envestnet announced a new set of enhancements to its Tamarac platform as part of its first quarterly technology release of 2026, introducing features designed to improve operational efficiency, transparency, and client engagement for registered investment advisors.

Beacon Pointe Advisors Adds $695 Million In Client Assets Through MGB Wealth And Pacifica Wealth Deals

By Amit Chowdhry ● Today at 10:42 AM

Beacon Pointe Advisors announced the acquisitions of MGB Wealth Management and Pacifica Wealth Advisors, adding a combined $695 million in client assets and further expanding its national footprint.

Accelerated Wealth Partners: Strategic Investment In Houston Wealth Management Firm RIA Advisors

By Amit Chowdhry ● Today at 10:32 AM

Accelerated Wealth Partners, a New York-based investment firm focused on scaling registered investment advisors, announced a strategic investment in RIA Advisors, a Houston-based wealth management firm, marking its first deal following a $200 million capital commitment.

BNP Paribas Asset Management Appoints Isabelle Scemama As Deputy Chief Executive Officer

By Amit Chowdhry ● Today at 10:31 AM

BNP Paribas Asset Management has appointed Isabelle Scemama as Deputy Chief Executive Officer, alongside her existing role as Global Head of Alternatives. Scemama will continue to report to Sandro Pierri as she takes on expanded responsibilities within the organization.

WealthReach: AI SEO And AEO Platform Attract Launched For Financial Advisors

By Amit Chowdhry ● Today at 10:30 AM

WealthReach, an AI-powered growth platform for registered investment advisors and wealth management firms, announced the launch of Attract, a new AI-driven search engine optimization and answer engine optimization agent designed to help firms improve their visibility across Google and AI-powered search platforms.

Cyndeo Wealth Partners: $235 Million Advisor Glenn Rodriguez Transition Strengthens Growth Strategy

By Amit Chowdhry ● Today at 10:29 AM

Cyndeo Wealth Partners, an independent registered investment advisor with approximately $3.1 billion in assets under management, announced that veteran financial advisor Glenn Rodriguez has joined the firm as senior vice president and financial advisor, bringing about $235 million in client assets from Merrill Lynch.

Bank Of America: AI-Powered Meeting Journey Launches For Wealth Management Advisors

By Amit Chowdhry ● Today at 9:51 AM

Bank of America’s wealth management businesses, Merrill Wealth Management and Bank of America Private Bank, announced the full-scale rollout of an AI-powered Meeting Journey platform designed to streamline the entire client meeting lifecycle for financial advisors. The new solution integrates meeting preparation, real-time AI note-taking, and post-meeting follow-up into a unified workflow to improve efficiency and enhance client engagement.

Raymond James: $160 Million Advisor Edward Vollbrecht Joins Atlantic Union Bank Program

By Amit Chowdhry ● Today at 9:49 AM

Raymond James Financial announced that its Financial Institutions Division has added financial advisor Edward “Ed” Vollbrecht to Atlantic Union Financial Consultants, the investment program within Atlantic Union Bank.

Cambridge Investment Research: Acquisition Of WealthPlanners To Strengthen Advisor Succession Strategy

By Amit Chowdhry ● Yesterday at 2:42 PM

Cambridge Investment Research announced it has acquired WealthPlanners, a Des Plaines, Illinois-based firm managing nearly $800 million in assets, as part of its broader strategy to enhance advisor continuity and succession planning.

Creative Planning: MASECO Acquisition Expands Cross-Border Wealth Management Capabilities

By Amit Chowdhry ● Yesterday at 2:38 PM

Creative Planning has announced the acquisition of MASECO LLP, a London-based registered investment advisor, in a deal that strengthens its international footprint and enhances its cross-border wealth management capabilities.

Cyndeo Wealth Partners: $235 Million Advisor Addition Expands Florida Growth Strategy

By Amit Chowdhry ● Mar 27, 2026

Cyndeo Wealth Partners, an independent registered investment advisor with approximately $3.1 billion in assets under management, has added veteran financial advisor Glenn Rodriguez as senior vice president and financial advisor, bringing approximately $235 million in client assets from Merrill Lynch.

Raymond James: Credit Union Program Partnership With Addition Financial

By Amit Chowdhry ● Mar 27, 2026

Raymond James Financial announced that Addition Financial Credit Union has selected its Financial Institutions Division to support the credit union’s investment program, Addition Financial Wealth Management.

Threadline Wealth: $5.8 Billion RIA Spins Out From Moss Adams Following Baker Tilly Merger

By Amit Chowdhry ● Mar 24, 2026

Threadline Wealth has officially launched as an independent registered investment advisor following the separation of Moss Adams Wealth Advisors from accounting firm Moss Adams, which merged with Baker Tilly in 2025. The newly independent firm is majority owned by management and backed by The Cynosure Group, positioning it for long-term growth as a regional boutique wealth manager focused on high-net-worth clients.

Callan Family Office: Clarity Family Offices Team Joins To Expand UHNW Advisory Capabilities

By Amit Chowdhry ● Mar 24, 2026

Callan Family Office announced that the team from Clarity Family Offices has joined the firm, strengthening its capabilities in serving ultra-high-net-worth families, single family offices, and multi-generational wealth structures. The addition supports Callan’s continued expansion as an independent family office platform and enhances its advisory depth across complex wealth planning.

Goldman Sachs: Sara Naison-Tarajano Named Head Of Ayco Wealth Management Business

By Amit Chowdhry ● Mar 22, 2026

Goldman Sachs announced that Sara Naison-Tarajano has been appointed as Head of Goldman Sachs Ayco, the firm’s company-sponsored financial planning and wealth management business, overseeing approximately $26 billion in assets under management. She succeeds David Fox, who is retiring from the firm after a long tenure.

JPMorganChase Launches Athlete Council To Expand Wealth Management For Athletes

By Amit Chowdhry ● Mar 20, 2026

JPMorganChase announced the launch of a new Athlete Council aimed at helping athletes manage their finances from early career stages through retirement, as the bank deepens its push into the growing sports wealth management market.

Raymond James Financial Names Kirk Bell President Of Independent Contractor Division

By Amit Chowdhry ● Mar 20, 2026

Raymond James Financial has appointed Kirk Bell as president of its Financial Services Independent Contractor Division, effective April 1, marking a key leadership transition within the firm’s private client group.

Marsh: Acquisition Of AltamarCAM To Expand Private Markets Capabilities

By Amit Chowdhry ● Mar 20, 2026

Marsh announced that its business Mercer has agreed to acquire AltamarCAM, a private markets asset manager and solutions provider with €20 billion in assets under management as of December 31, 2025.

Raymond James: Internal Hire Kirk Bell Named President Of Independent Contractor Division

By Amit Chowdhry ● Mar 20, 2026

Raymond James Financial has appointed longtime executive Kirk Bell as president of its Independent Contractor Division, effective April 1, according to an official company announcement. Bell, who has spent nearly 26 years at the firm, will also join the Senior Leadership Team and the Private Client Group Executive Leadership Team.