Asset Management

Edelman Financial Engines Partners With Orion As Wealthtech Partner To Personalize Advice at Scale

By Amit Chowdhry ● Today at 10:18 AM

Orion has entered a new collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions that support EFE’s planning teams, the companies said. Under the arrangement, EFE is unifying core functions—portfolio management, trading, data, reporting, and advisor engagement—on Orion’s connected ecosystem.

Prime Capital Financial Buys Bradshaw Rogers To Expand Planning And Tax Platform In The Carolinas

By Amit Chowdhry ● Today at 9:58 AM

Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, a Salisbury, North Carolina-based wealth management firm overseeing about $600 million in assets under management, as the Overland Park, Kansas-headquartered firm continues to scale its planning-first and tax-integrated offering nationwide.

Maple Brings Institutional Yield Products to Base’s Onchain Ecosystem

By Amit Chowdhry ● Today at 9:46 AM

Maple announced it has launched on Base, Coinbase-incubated Layer 2 network, in a move aimed at expanding distribution for its institutional-focused credit and yield products across one of the largest and fastest-growing onchain ecosystems.

Jump And Focus Financial Partners Team Up On AI Workflows To Boost Advisor Productivity

By Amit Chowdhry ● Today at 9:43 AM

Jump, an AI software provider for financial advisors, has struck a strategic partnership with Focus Financial Partners to help Focus-affiliated advisory and business management firms streamline meeting-related work and turn client conversations into structured, actionable data.

Kestra Financial Adds Advanced Planning Chief And Partners With RightCapital To Expand Advisor Tools

By Amit Chowdhry ● Today at 9:38 AM

Kestra Financial announced it is expanding its advanced planning offering with a new senior hire and a strategic technology partnership to help affiliated advisors deliver more personalized, comprehensive financial strategies for clients.

Vestmark and T. Rowe Price Launch “Custom Premier” Personalized Model Portfolio Solution For RIAs

By Amit Chowdhry ● Today at 9:28 AM

Vestmark and T. Rowe Price have launched Custom Premier, a new model portfolio solution designed to help registered investment advisors deliver personalized, tax-efficient portfolios across ETFs and mutual funds while maintaining operational scale and efficiency.

Morgan Stanley Real Estate Investing Buys Fremont Advanced Manufacturing Facility For $110 Million

By Amit Chowdhry ● Today at 8:37 AM

Morgan Stanley Investment Management, through funds managed by Morgan Stanley Real Estate Investing (MSREI), has acquired a 290,000-square-foot advanced manufacturing property in Fremont, California, for $110 million in a transaction backed by a long-term net lease with Western Digital.

KSM Launches Investment Banking Practice With Addition Of Charter Capital Partners’ Investment Banking Team

By Amit Chowdhry ● Today at 8:36 AM

KSM (Katz, Sapper & Miller) has launched an investment banking service line, adding the investment banking team from Grand Rapids-based Charter Capital Partners to build out a dedicated M&A advisory and succession planning platform.

Modern Wealth Adds $300 Million Rochester Advisory Team To Expand New York Footprint

By Amit Chowdhry ● Today at 12:38 AM

Modern Wealth Management has signed an asset purchase agreement to acquire a Rochester, New York-based advisory practice led by veteran advisor Craig Houck, expanding the firm’s East Coast presence and adding a four-person team to its Rochester office. Houck will join Modern Wealth as a managing director, bringing approximately $300 million in client assets to the platform.

Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

By Amit Chowdhry ● Today at 12:35 AM

Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, adding a planning-led wealth management firm with integrated tax capabilities and roughly $600 million in assets under management to its national platform.

Choreo To Buy Assets Of Firms Northeast Financial Group And Herbein Financial Group ($1.3 Billion Client Assets Combined)

By Amit Chowdhry ● Yesterday at 10:54 PM

Choreo announced it has agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group, two Pennsylvania-based registered investment advisers with a combined $1.3 billion in client assets, in a deal subject to customary closing conditions.

Allworth Financial Acquires $500 Million AUM Firm Grunden Financial Advisory

By Amit Chowdhry ● Jan 20, 2026

Allworth Financial has acquired Grunden Financial Advisory, a Denton, Texas-based wealth management firm with approximately $500 million in assets under management, as the national registered investment advisor continues its expansion across Texas. The transaction adds offices in Denton and Addison and brings a six-person team with multigenerational client relationships and longstanding ties to the North Texas market.

Merit Financial Advisors Acquires $259.6 Million Firm SSC Wealth

By Amit Chowdhry ● Jan 20, 2026

Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding roughly $259.6 million in assets under management and formalizing a long-term partnership to expand tax planning and advisory support for high-net-worth clients and business owners.

QIA And Goldman Sachs Expand Partnership With $25 Billion Investment Target And Doha Asset Management Hub Plan

By Amit Chowdhry ● Jan 20, 2026

Qatar Investment Authority (QIA) and Goldman Sachs Asset Management have signed a memorandum of understanding to expand their strategic partnership, with QIA targeting up to $25 billion in combined commitments across Goldman Sachs–managed funds and co-investment opportunities.

OneDigital Introduces Private Investments Within Personalized Portfolios For Defined Contribution Plans

By Amit Chowdhry ● Jan 20, 2026

OneDigital is adding private-market exposure to its Personalized Portfolio program for 401(k) plan sponsors, aiming to broaden participants' access to institutional-style strategies through a fiduciary-led structure focused on retirement outcomes.

Prudential Advisors Adds AI-Driven Lead Scoring And GenAI Insights To Advisor Leads Program

By Amit Chowdhry ● Jan 20, 2026

Prudential Advisors, the retail distribution business of Prudential Financial, announced it has enhanced its Advisor Leads program by embedding artificial intelligence and data science across the full lead lifecycle to improve lead quality and increase conversion rates for its advisor force.

Mariner Independent Adds $275 Million Firm Alinity Wealth Management

By Amit Chowdhry ● Jan 17, 2026

Mariner Independent, the independent advisory channel of Mariner, announced Alinity Wealth Management, a planning-focused advisory firm overseeing $275 million, has joined its platform as the Baton Rouge-based team looks to expand capabilities while maintaining control of its business.

Harbor View Private Wealth Goes Independent With Minority Investment From Elevation Point

By Amit Chowdhry ● Jan 17, 2026

Elevation Point announced it has made a strategic minority investment in Harbor View Private Wealth, an Atlanta-based wealth management firm whose team oversaw approximately $1.3 billion in client assets at its prior firm.

Sage Advisors Joins Apollon Wealth Management, Expanding Midwest Footprint

By Amit Chowdhry ● Jan 17, 2026

Apollon Wealth Management is adding Indiana-based registered investment adviser Sage Advisors to its growing national organization, extending the firm’s reach in the Midwest and continuing its strategy of partnering with relationship-driven advisory practices.

Baird Hires Veteran Advisor Ken Murray To Expand Wealth Management Team In Fairfax

By Amit Chowdhry ● Jan 17, 2026

Baird has hired veteran advisor Ken Murray to help build out its private wealth management business in Northern Virginia, adding him as a director and financial advisor in the firm’s Fairfax office.

UBS Adds The Miller Group To Bellevue Office

By Amit Chowdhry ● Jan 17, 2026

UBS Global Wealth Management US has hired financial advisor Jeff Miller, bringing him and his team, The Miller Group, to the firm’s Pacific Northwest wealth management market. Miller will be based in UBS’s Bellevue, Washington office, which is led locally by Market Executive Robert Giordano.

Sanctuary Enterprise Partner Alluvial Adds $190 Million Ohio Advisor Bryan Blackburn

By Amit Chowdhry ● Jan 17, 2026

Sanctuary Wealth’s Enterprise Partner program added another large Ohio practice as Bryan Blackburn, a CFP with roughly $190 million in client assets, joined Alluvial Private Wealth and became a co-owner of the firm’s Cleveland business. Blackburn previously worked at Carnegie Investment Counsel and will take the title of vice president and wealth advisor at Alluvial, according to Sanctuary.

Carson Group Launches NextGen Advisor Council

By Amit Chowdhry ● Jan 16, 2026

Carson Group announced it is doubling down on talent development with the launch of its inaugural NextGen Advisor Council and a new firmwide career pathing program designed to improve retention, clarify advancement expectations, and ensure emerging advisors have a direct voice in shaping the firm’s advisor experience.