Asset Management

CIFC Asset Management Appoints Nick White As Managing Director To Expand European Business

By Amit Chowdhry ● Yesterday at 1:53 PM

SBI Funds Management Appoints Amol Joshi As CFO

By Amit Chowdhry ● Yesterday at 1:38 PM

Quilter Cheviot Appoints Fergus Caheny And Louise Williams To Senior Leadership Roles

By Amit Chowdhry ● Yesterday at 1:33 PM

Cameron Stephens Appoints Kevin Stark As Managing Director Of Strategy & Investments

By Amit Chowdhry ● Yesterday at 1:25 PM

Evolution Equity Partners Names John Cordo As Partner Following $1.1 Billion Capital Raise

By Amit Chowdhry ● Yesterday at 1:24 PM

Nuveen Completes Schroders Acquisition, Creating $2.6 Trillion Asset Manager

By Amit Chowdhry ● Yesterday at 7:38 AM

Wealth Enhancement To Acquire RWA Wealth Partners, Expanding Client Assets To More Than $187.1 Billion

By Amit Chowdhry ● Yesterday at 7:38 AM

Harrison Street To Acquire Majority Stake In Vicinity Energy At $2.92 Billion Valuation

By Amit Chowdhry ● Sep 30, 2026

Goldman Sachs To Launch Voting Instruction Program For Retail Shareholders

By Amit Chowdhry ● Sep 30, 2026

J.P. Morgan Payments Expands Thunes Partnership Across More Than 100 Cross-Border Corridors

By Amit Chowdhry ● Sep 30, 2026

Robinhood Unveils AI Agents, 24/7 Stock Trading, Perpetual Futures, And Earnings Contracts

By Amit Chowdhry ● Sep 30, 2026

Piper Sandler Reportedly In Talks To Acquire Perella Weinberg Partners

By Amit Chowdhry ● Sep 29, 2026

CoreTrust Marks 20 Years With $7 Billion In Annual Aggregated Spend

By Amit Chowdhry ● Sep 29, 2026

Investor Pointe Appoints Juan Manrique As Chief Innovation Officer As Agentic AI Expands In Private Markets

By Amit Chowdhry ● Sep 29, 2026

Waverly Advisors Acquires $1.7 Billion Firm Heartwood Wealth Advisors

By Amit Chowdhry ● Sep 29, 2026

Kestra Financial Onboards $550 Million Firm Ecclesiastes Wealth Partners

By Amit Chowdhry ● Sep 29, 2026

UBS Hires John Pham And Jimmy Yip As Financial Advisors In Silicon Valley

By Amit Chowdhry ● Sep 28, 2026

Raymond James Hires Dan Connolly To Lead Technology & Services Investment Banking

By Amit Chowdhry ● Sep 28, 2026

BRG Adds Roger Park And Chris Harris As Managing Directors To Expand Financial Institution Advisory Practice

By Amit Chowdhry ● Sep 28, 2026

Janney Adds $125+ Million Advisor Todd Phelan As Team Reaches $1.5 Billion

By Amit Chowdhry ● Sep 27, 2026

Composition Wealth Appoints Gabrielle Glemann As General Counsel And CCO And Joe Salcido As Head Of Advisors

By Amit Chowdhry ● Sep 27, 2026

Baird Recruits Christy Gatien As Director And Financial Advisor In Bellevue

By Amit Chowdhry ● Sep 27, 2026

Cerity Partners Adds Contant-Leit And Wacht Groups, Bringing In $1.4 Billion In Assets

By Amit Chowdhry ● Sep 27, 2026

EP Wealth Appoints John McConnell CFO And Promotes Erin Voisin To Chief Client Solutions Officer As AUM Exceeds $50.4 Billion

By Amit Chowdhry ● Sep 26, 2026

Modern Wealth Acquires $290 Million Firm AWA As Assets Approach $16 Billion In AUM

By Amit Chowdhry ● Sep 25, 2026

Corient Acquires $2.6 Billion Firm FortCay Family Office Advisory, Expanding Into Cayman Islands

By Amit Chowdhry ● Sep 25, 2026

LPL Financial Adds Two Utah Wealth Firms With $1 Billion In Combined Assets

By Amit Chowdhry ● Sep 25, 2026

Bernstein Launches Nonprofit Financial Health Assessment Tool Backed By Research Across 800,000 Tax Filings

By Amit Chowdhry ● Sep 25, 2026

VersaBank Expands U.S. Structured Receivable Program Into Small Business Lending And Targets $3 Billion In Additional Funding

By Amit Chowdhry ● Sep 25, 2026

Raymond James Expands AWS Partnership To Accelerate AI-Powered Financial Advisor Insights

By Amit Chowdhry ● Sep 24, 2026