Asset Management

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

By Amit Chowdhry ● Today at 3:56 PM

EP Wealth Advisors announced a partnership with Opes Wealth Management, a Menlo Park, California-based wealth management firm. The partnership adds over $900 million in assets under management and expands EP Wealth’s presence in Northern California. Financial and legal terms of the transaction were not disclosed.

Carson Group Acquires Ted Swenson’s Colorado Wealth Advisory Practice

By Amit Chowdhry ● Today at 3:49 PM

Carson Group announced the acquisition of the practice led by Ted Swenson, CFP, managing partner and wealth advisor based in Arvada, Colorado. Swenson serves approximately $270 million in advisory and brokerage assets. The move transitions Swenson’s practice into an integrated Carson Wealth office.

Matt LaPorta Joins Dynasty Financial Partners As Executive-In-Residence

By Amit Chowdhry ● Today at 10:53 AM

Dynasty Financial Partners announced that former Major League Baseball player Matthew LaPorta has joined the firm as its newest Executive-in-Residence.

Balefire Wealth Names David Serposs Senior Corporate Solutions Advisor

By Amit Chowdhry ● Today at 10:50 AM

Balefire Wealth announced that David Serposs, AIF, has joined the firm as Senior Corporate Solutions Advisor.

Caprock Names Jennifer A. Ayer Managing Director Of Purpose-Driven Wealth

By Amit Chowdhry ● Today at 10:48 AM

Caprock announced it has named Jennifer A. Ayer as Managing Director of Purpose-Driven Wealth, a newly created role focused on helping families align their capital with their values, priorities, and legacy.

Willow Wealth Names Larry Greenberg As President

By Amit Chowdhry ● Today at 10:47 AM

Willow Wealth announced that Larry Greenberg has been named President, reporting to Chief Executive Officer Mitchell Caplan.

Citizens Adds Sports And Entertainment-Focused Private Wealth Team In Southern California

By Amit Chowdhry ● Jun 26, 2026

Citizens Financial Group announced that it has added a Santa Monica-based advisory team to support the continued growth of its Private Wealth business in Southern California.

Why Bluespring Wealth Acquired Element Wealth Advisors

By Amit Chowdhry ● Jun 26, 2026

Bluespring Wealth announced that it has acquired Element Wealth Advisors, a Kestra Financial-affiliated advisory firm headquartered in Atlanta, Georgia.

GCG Advisory Partners: $180 Million Firm Head Investment Partners Joins Platform

By Amit Chowdhry ● Jun 26, 2026

GCG Advisory Partners announced that Head Investment Partners, a Knoxville, Tennessee-based advisory firm with $180 million in assets under management, has joined its platform.

Jump Launches AI-Powered Account Opening And Workflow Tools For Advisors

By Amit Chowdhry ● Jun 26, 2026

Jump announced a series of new AI-powered product capabilities designed to help financial advisors save time, improve client engagement, and streamline workflows across their existing technology stacks.

Gridline Partners With Hamilton Lane To Expand Private Markets Benchmarking

By Amit Chowdhry ● Jun 26, 2026

Gridline announced a strategic partnership and technology integration with Hamilton Lane to expand private markets benchmarking capabilities for wealth managers and investment teams.

Cetera Onboarding $300 Million Firm Marmo Financial Group

By Amit Chowdhry ● Jun 26, 2026

Cetera Financial Group announced that it has acquired the assets of Marmo Financial Group, a Johnson City, Tennessee-based independent registered investment adviser.

JPMorganChase Names Doug Petno And Troy Rohrbaugh Co-Presidents

By Amit Chowdhry ● Jun 26, 2026

JPMorganChase announced that Doug Petno and Troy Rohrbaugh have been named Co-Presidents of the company, effective immediately.

DayMark Wealth Partners Closes $25 Million DayMark Fund I

By Amit Chowdhry ● Jun 25, 2026

DayMark Wealth Partners announced the $25 million final close of DayMark Fund I, which was developed in partnership with Opto Investments.

LPL Financial Welcomes $160 Million Firm NorthStar Wealth Advisors

By Amit Chowdhry ● Jun 25, 2026

LPL Financial announced that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm. The NorthStar Wealth Advisors team reported serving approximately $160 million in advisory, brokerage, and retirement plan assets and joins LPL from Raymond James.

Edward Jones Introduces Carefull Financial Safety Platform For U.S. Clients

By Amit Chowdhry ● Jun 25, 2026

Edward Jones announced a commercial relationship with Carefull, a digital financial safety platform designed to help individuals and families protect their financial well-being while preserving independence and trust.

Wealthfront Launches Custodial Investing Accounts

By Amit Chowdhry ● Jun 24, 2026

Wealthfront announced the launch of the Wealthfront Custodial Account, a new product designed to help parents and guardians invest for a child’s future.

Draycott Acquires Square Asset Management

By Amit Chowdhry ● Jun 24, 2026

Draycott announced that it has acquired Square Asset Management, a Portugal-based real estate fund manager.

LPL: $500+ Million Firm Tribute Financial Joins

By Amit Chowdhry ● Jun 24, 2026

LPL Financial announced that the financial advisors of Tribute Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform.

ICE And OKX Form Joint Venture Co-Chaired By Andrew Cuomo

By Amit Chowdhry ● Jun 24, 2026

Intercontinental Exchange and OKX announced the formation of a 50-50 joint venture focused on building next-generation infrastructure for tokenized and digitally native financial products.

INVL Family Office Introduces Fund Investing In Private Equity Secondary Market

By Amit Chowdhry ● Jun 24, 2026

INVL Family Office announced the introduction of the Global PE Secondaries Access Fund, a new fund that will invest in the global private equity secondary market.

Morgan Stanley Reportedly Planning $1.3 Billion Dallas Tower Expansion

By Amit Chowdhry ● Jun 24, 2026

Morgan Stanley is considering a major Dallas expansion that would include a $1.3 billion office tower in the city’s Uptown area, according to Bloomberg. The proposed project would include a 709,000-square-foot skyscraper at 2401 McKinney Avenue, according to city documents.

FusionIQ Acquires Marstone To Expand Digital Wealth Management Platform

By Amit Chowdhry ● Jun 24, 2026

FusionIQ announced that it has completed the acquisition of Marstone, a digital wealth technology provider. The acquisition combines two digital wealth management platforms serving banks, credit unions, wealth managers, broker-dealers, RIAs, and other companies seeking wealth management solutions.

Maridea Wealth Management Acquires $180 Milllion Firm Ashford Investment Advisors

By Amit Chowdhry ● Jun 23, 2026

Maridea Wealth Management announced that it has acquired Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm. Ashford Investment Advisors has approximately $180 million in assets under advisement and management. The transaction establishes Maridea’s first practice in Florida.

Mercer Advisors Surpasses $100 Billion In Client Assets

By Amit Chowdhry ● Jun 23, 2026

Mercer Advisors announced that its registered investment adviser, Mercer Global Advisors, has surpassed $100 billion in total client assets.

Edward Jones Invests In Aquiline Portfolio Company Quicken

By Amit Chowdhry ● Jun 23, 2026

Aquiline announced that Edward Jones has made an investment in Quicken, an Aquiline portfolio company.

Nicholas Global Equity And Income ETF Crosses $100 Million In Assets

By Amit Chowdhry ● Jun 23, 2026

XFUNDS announced that the Nicholas Global Equity and Income ETF (NYSE: GIAX) has surpassed $100 million in assets under management as of June 11, 2026.

Harbourfront Wealth Announces Berkshire Partners Investment At C$1.775 Billion Valuation

By Amit Chowdhry ● Jun 23, 2026

Harbourfront Wealth Group announced it has entered into a definitive agreement to receive a strategic investment from Boston-based private equity firm Berkshire Partners. Audax Private Equity, Harbourfront’s existing capital partner, will retain a significant interest in the company after the transaction closes.

Baird Adds The Kashian Karels Group To Edina Wealth Management Office

By Amit Chowdhry ● Jun 23, 2026

Pierstone Wealth Management Launches Independent Advisory Firm In New York City

By Amit Chowdhry ● Jun 22, 2026

Pierstone Wealth Management announced the launch of its new independent advisory firm. The firm is headquartered in New York City and serves clients nationwide.