Asset Management

&Partners Selects Wealth.com As Enterprise-Wide Estate Planning Platform

By Amit Chowdhry ● Sep 8, 2026

&Partners has selected Wealth.com as its enterprise-wide estate planning platform, giving more than 100 advisors access to technology designed to help review estate documents, visualize estate plans, identify planning gaps and opportunities, create client-ready reports and guide clients through the estate planning process.

Envestnet More Than Doubles Tamarac Technology Investment As Part Of $1 Billion WealthTech Commitment

By Amit Chowdhry ● Sep 8, 2026

Envestnet is increasing its technology investment in Tamarac by 2.5 times, including a $35 million surge investment, as part of a broader $1 billion, five-year research and development commitment focused on transforming technology for financial advisors.

Citizens Private Wealth Adds $1+ Billion Team MacLellan Bickle Wealth Partners In Tampa

By Amit Chowdhry ● Sep 8, 2026

Citizens Financial Group has added MacLellan Bickle Wealth Partners, a Tampa-based advisory team led by Chris MacLellan and Katie Bickle, to Citizens Private Wealth as the firm continues expanding its presence in Florida.

Proxima Wealth Partners Launches On Concurrent Platform To Help Independent Advisors Grow And Monetize Their Businesses

By Amit Chowdhry ● Sep 8, 2026

Concurrent Investment Advisors has partnered with newly launched Proxima Wealth Partners, an independent advisory firm founded by former Raymond James executives Chris Davitt and Anupam Singh.

Royal London Asset Management CEO Hans Georgeson To Step Down And Dan Cazeaux Named As Interim CEO

By Amit Chowdhry ● Sep 7, 2026

Royal London Asset Management CEO Hans Georgeson is stepping down after five years leading the investment manager, with Royal London Group CFO Dan Cazeaux taking over on an interim basis.

Maridea Wealth Management Acquires $217 Million Firm Pultro Financial

By Amit Chowdhry ● Sep 6, 2026

Maridea Wealth Management has acquired Pultro Financial Management, which manages approximately $217 million in client assets, establishing Maridea's first presence in Pennsylvania.

Summit Wealth Acquires $224 Million Firm Financial Investment Team

By Amit Chowdhry ● Sep 4, 2026

Summit Wealth Group has acquired Financial Investment Team, a Portland, Oregon-based financial planning practice managing approximately $224 million in client assets, establishing Summit's first office in the Pacific Northwest.

UBS Adds Four-Advisor Lumina Wealth Partners Team In Los Angeles

By Amit Chowdhry ● Sep 4, 2026

UBS has added Pasha Azad, Dayne Crist, Steven Summerhays and Koby Dardashti to its Los Angeles Private Wealth Management office, where the advisors will operate as Lumina Wealth Partners at UBS.

Wealth Enhancement Acquires $345+ Million Firm Arbor Capital Management

By Amit Chowdhry ● Sep 3, 2026

Wealth Enhancement has acquired the investment advisory business of Arbor Capital Management, an independent registered investment adviser managing more than $345 million in client assets.

F.L.Putnam Acquires $1+ Billion Investment Team From Red Granite

By Amit Chowdhry ● Sep 3, 2026

F.L.Putnam Investment Management Company has acquired the Red Granite investment team from an affiliate of 1251 Capital Group, establishing its first Wisconsin location and adding more than $1 billion in private client assets.

Prudential Advisors Adds $106 Million Advisor Zachary Karason

By Amit Chowdhry ● Sep 3, 2026

Prudential Advisors has added Zachary Karason, a Cleveland-based financial advisor responsible for more than $106 million in total client assets, to its Mid America Financial Group.

State Street Investment Management Launches UCBG ETF With Record $2.5 Billion UC Investments Anchor

By Amit Chowdhry ● Sep 2, 2026

State Street Investment Management has launched the State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF (UCBG) in collaboration with UC Investments, the investment arm of the University of California.

Prospera Financial Services Brings In Patrick Sweeney And John Palmer, Adding $75 Million In AUM

By Amit Chowdhry ● Sep 2, 2026

Prospera Financial Services has added Patrick Sweeney of Pennsylvania and John Palmer of New York to its national independent advisor platform. The two advisors are expected to bring a combined $75 million in assets under management to the firm.

Osaic Onboards $450 Million Firm Midwest Financial Group

By Amit Chowdhry ● Sep 2, 2026

Osaic has added Midwest Financial Group, a Madison, Wisconsin-based wealth management team overseeing $450 million in assets under advisement, to its advisor network.