Asset Management

Jacobi Strategies Launches Investment Management Harness For AI Production Workflows

By Amit Chowdhry ● Oct 29, 2026

Jacobi Strategies has launched the Jacobi Investment Management Harness, a platform designed to help institutional investment teams move proprietary AI prototypes into governed production workflows.

Modern Wealth Management Acquires $330 Million Firm 4thGEN Wealth Management

By Amit Chowdhry ● Oct 28, 2026

Modern Wealth Management has acquired 4thGEN Wealth Management, a Lodi, California-based advisory practice overseeing approximately $330 million in client assets.

LPL Financial Welcomes $160 Million Advisor Matt Griggs

By Amit Chowdhry ● Oct 27, 2026

LPL Financial has welcomed financial advisor Matt Griggs, AAMS, CRPC, of Griggs Investment Group to its broker-dealer and Registered Investment Advisor platforms.

Hines Private Wealth Solutions Completes Record $591 Million Delaware Statutory Trust Offering

By Amit Chowdhry ● Oct 25, 2026

Hines Private Wealth Solutions has completed its ninth Delaware Statutory Trust offering, totaling approximately $591 million, the largest completed DST offering in the firm’s history.

American Beacon Appoints Matthew Tripp As Senior Client Portfolio Manager For ARK Invest

By Amit Chowdhry ● Oct 25, 2026

American Beacon Partners has appointed Matthew Tripp, CFA, as Vice President and Senior Client Portfolio Manager for ARK Invest, expanding the firm’s support for ARK’s investment strategies across the U.S. wealth management market.

Kintra Wealth Brings In $355 Million Firm Great Scott Financial Services

By Amit Chowdhry ● Oct 24, 2026

Great Scott Financial Services has joined Kintra Wealth, bringing approximately $355 million in client assets to the advisor-owned wealth management platform. The practice is led by Scott Seymour, who joins Kintra as Partner and Senior Wealth Advisor. Seymour brings nearly three decades of wealth management experience and has built his practice around long-term relationships with individuals and families spanning multiple generations.

Latigo Peak Launches Independent Wealth Management Firm With $18.6 Billion In Assets

By Amit Chowdhry ● Oct 24, 2026

Latigo Peak Partners has launched as an independent wealth management firm with approximately $18.6 billion in assets under management, 48 professionals, and more than $130 million in combined annual revenue generated by its founding advisory teams.

RBC Wealth Management Adds Nepa/Susco Team Overseeing More Than $1 Billion In Pittsburgh

By Amit Chowdhry ● Oct 24, 2026

RBC Wealth Management–U.S. has added the Nepa/Susco Team to its Pittsburgh North branch, expanding its presence in western Pennsylvania with a group that previously oversaw more than $1 billion in client assets at UBS.

Raymond James Onboards $700 Million Brown, Taylor, Shaw & Associates Team To Pinnacle

By Amit Chowdhry ● Oct 24, 2026

Raymond James Financial Institutions Division has welcomed Brown, Taylor, Shaw & Associates to Pinnacle Asset Management, the investment program of Pinnacle Financial Partners, adding a financial advisor team managing approximately $700 million in client assets.

Freehold Wealth Management Joins Osaic With $576 Million In Client Assets

By Amit Chowdhry ● Oct 24, 2026

Freehold Wealth Management has joined Osaic’s network, bringing approximately $576 million in client assets to one of the largest wealth management platforms in the United States.

CAPTRUST Adds $300 Million Raleigh-Based Wealth Management Team

By Amit Chowdhry ● Oct 24, 2026

CAPTRUST Financial Advisors has added a Raleigh, North Carolina-based wealth management team led by Clark Abbott and Robert Hartinger, bringing more than $300 million in client assets to the firm.

SEI Launches Pathfinder Portal To Help Financial Advisors Plan For Growth, Succession And Firm Value

By Amit Chowdhry ● Oct 23, 2026

SEI has launched the SEI Pathfinder Portal, a new advisor-focused platform designed to help financial advisory firms evaluate their businesses, plan for succession, and make more informed decisions around growth, ownership, and long-term sustainability.

Corgi Invest Launches 14 Fixed Income ETFs With Fees As Low As 0.02%

By Amit Chowdhry ● Oct 23, 2026

Corgi Invest has launched 14 fixed income exchange-traded funds spanning U.S. Treasuries, Treasury Inflation-Protected Securities, aggregate bonds, investment-grade corporate bonds, high-yield credit, and fallen angels, with annual expense ratios ranging from 0.02% to 0.08%.