Asset Management

Sanctuary Welcomes $800 Million Firm Soteris Private Wealth

By Amit Chowdhry ● Today at 9:05 PM

Sanctuary Wealth, an industry-leading hybrid RIA focused on supporting independent financial advisors, announced that it has welcomed Soteris Private Wealth, a new firm founded by Josh Erickson and Rob Montierth. The Walnut Creek, California-based team joins from Merrill Lynch, where it managed approximately $800 million in client assets.

Integrity: Partnership With JK Financial Expands AI-Driven Life, Health And Wealth Services

By Amit Chowdhry ● Today at 12:32 PM

Integrity Marketing Group announced that JK Financial has joined its platform, expanding access to AI-powered tools and holistic financial planning services across life, health, and wealth. Financial terms of the partnership were not disclosed.

Wealth Enhancement: Acquisition Of FullCircle Wealth Expands Assets To $141.9 Billion

By Amit Chowdhry ● Apr 17, 2026

Wealth Enhancement, a national independent wealth management firm, announced it has acquired FullCircle Wealth, a Dallas-based registered investment advisor managing more than $268 million in client assets. The transaction closed on April 15, 2026, and further expands Wealth Enhancement’s national footprint and presence in key growth markets.

Corient: Acquisition Of Bedrock Group Adds $10.7 Billion In Assets And Expands European Presence

By Amit Chowdhry ● Apr 17, 2026

Corient, a U.S.-based integrated wealth management firm, announced it has agreed to acquire Bedrock Group, a Geneva-based multi-family office and wealth manager overseeing approximately $10.7 billion in client assets. The transaction is subject to closing conditions and regulatory approvals and marks a significant step in Corient’s global expansion strategy.

Hightower Appoints Roberto Stewart As President And Chief Business Officer To Drive Platform Growth

By Amit Chowdhry ● Apr 17, 2026

Hightower announced the appointment of Roberto Stewart as President and Chief Business Officer, reinforcing its leadership team as the firm continues to expand its wealth management platform.

FINNY Launches ‘Hunter’ AI Agent To Automate Growth Strategy And Marketing Execution For Financial Advisors

By Amit Chowdhry ● Apr 17, 2026

FINNY announced the launch of Hunter, an artificial intelligence agent designed to function as a growth engine for financial advisors by autonomously guiding and executing marketing and business development strategies.

LPL To Acquire Mariner Advisor Network Segment

By Amit Chowdhry ● Apr 16, 2026

LPL Financial announced it has entered into a definitive agreement to acquire Mariner Advisor Network, a segment of Mariner, in a transaction designed to expand its supported independence model and enhance advisor flexibility.

Allspring Global Investments Onboards GIA Partners Investment Team

By Amit Chowdhry ● Apr 16, 2026

Allspring Global Investments, a global asset management firm with $628 billion in assets under advisement, announced it has entered into a definitive agreement to acquire the investment team of GIA Partners, a specialist investment firm focused on global credit portfolios.

Wealth.com: $65 Million Series B Raised To Accelerate AI-Powered Estate And Tax Planning Platform

By Amit Chowdhry ● Apr 16, 2026

Wealth.com announced it has raised $65 million in an oversubscribed Series B round to expand its AI-driven platform for estate and tax planning across financial institutions. The round included new investors such as Titanium Ventures, Pruven Capital, The K Fund, and Dynasty Financial Partners, along with participation from existing backers including Charles Schwab, GV, Citi Ventures, 53 Stations, Anthos Capital, and Alumni Ventures.

iCapital And Envestnet Expand Partnership To Integrate Alternatives And Structured Investments Into UMA Platform

By Amit Chowdhry ● Apr 16, 2026

iCapital and Envestnet announced an expanded strategic partnership to integrate alternative and structured investments into Envestnet’s Unified Managed Account (UMA) platform, enabling advisors to manage complex portfolios within a single framework.

Simplicity Group: ATS Wealth Management Acquisition Expands Estate Planning And Wealth Capabilities

By Amit Chowdhry ● Apr 13, 2026

Simplicity Group, a financial planning and advisory platform focused on integrating wealth accumulation and protection strategies, announced the acquisition of ATS Wealth Management, an investment management firm with offices in San Diego and Palo Alto.

Citizens: $2.85 Million Investment Expands Financial Literacy And Empowerment Initiatives Nationwide

By Amit Chowdhry ● Apr 13, 2026

Citizens Financial Group announced a $2.85 million investment to support financial literacy initiatives across the United States, funding 135 nonprofit organizations in 23 states as part of its broader effort to expand access to financial education.

Soltis: GDM Private Financial Solutions Addition Expands In-House Tax Capabilities

By Amit Chowdhry ● Apr 13, 2026

Soltis Investment Advisors, an SEC-registered investment adviser with approximately $13 billion in client assets, announced the addition of GDM Private Financial Solutions, a firm specializing in accounting and tax services. The move strengthens Soltis’ ability to deliver integrated wealth and tax advisory solutions to its clients.

OnePoint BFG Wealth Partners Onboards $425 Million Firm Armstrong & Sinoff

By Amit Chowdhry ● Apr 13, 2026

OnePoint BFG Wealth Partners, a wealth advisory and financial planning firm, announced it has partnered with Armstrong & Sinoff Financial, a boutique firm known for its integrated and high-touch client service approach.