Asset Management

Edward Jones Expands Fixed Income And Overlay Management Capabilities Through Moment Relationship And Natixis Acquisition

By Amit Chowdhry ● Feb 18, 2026

Edward Jones announced a new relationship with Moment, a fixed income trading and portfolio management platform, along with the completion of its acquisition of Natixis Investment Managers’ Overlay Management Services capabilities. The moves are designed to strengthen the firm’s technology and service infrastructure and expand its ability to deliver personalized, tax-optimized portfolio solutions at scale.

Mercer Advisors Expands Managing Partner Leadership In New Jersey, Philadelphia, And San Diego Markets

By Amit Chowdhry ● Feb 18, 2026

Mercer Global Advisors, operating as Mercer Advisors, a national registered investment adviser, has appointed Abby Salameh and Chris Walters as Managing Partners to oversee key growth markets as the firm continues expanding its fiduciary family office platform across the U.S.

Morgan Stanley Investment Management Closes $220 Million Consumer Loan-Backed Private Securitization

By Amit Chowdhry ● Feb 17, 2026

Morgan Stanley Investment Management has closed a revolving and rated private securitization backed by consumer personal loans, marking the first asset-based finance securitization from its AIP Alternative Lending Group.

Charles Schwab: $27.8 Billion In Core Net New Assets For January

By Amit Chowdhry ● Feb 17, 2026

The Charles Schwab reported $27.8 billion in core net new assets for January 2026, according to its monthly activity report released on February 13, 2026, highlighting continued client engagement and seasonal inflows at the start of the year.

FMG Names Matt Newman As Chief Revenue Officer To Drive Enterprise Growth

By Amit Chowdhry ● Feb 17, 2026

FMG has appointed Matt Newman as Chief Revenue Officer as the company looks to accelerate enterprise expansion across wealth management and insurance markets.

MAI Capital Expands With $759 Million Firm LOC Investment Advisers Acquisition

By Amit Chowdhry ● Feb 17, 2026

LOC Investment Advisers has officially joined MAI Capital Management, marking a new chapter for both firms and expanding MAI’s presence in the wealth management sector.

Caprock Expands Greater New York Presence With New Livingston, New Jersey Office

By Amit Chowdhry ● Feb 15, 2026

Caprock, a leading multi-family office registered investment advisor serving ultra-high-net-worth clients, announced it has relocated to a new, larger office in Livingston, New Jersey, to support continued advisor and client growth across the Greater New York region.

Nour Private Wealth Expanding Into Investment Fund Management To Broaden Private-Market Access

By Amit Chowdhry ● Feb 15, 2026

Nour Private Wealth announced it is expanding its multi-family office platform to include investment fund management capabilities through Nour Private Management, an affiliate of the firm. The move is designed to provide ultra-high-net-worth families with structured and curated access to private-market opportunities within NPW’s integrated advisory framework.

RBC Wealth Management Expands Echelon Lifestyle Services Platform For Ultra-High-Net-Worth Clients

By Amit Chowdhry ● Feb 15, 2026

RBC Wealth Management announced the expansion of RBC Echelon, its premier platform for ultra-high-net-worth clients, with the addition of three industry-leading lifestyle services providers: a luxury travel concierge, a premium collections storage and logistics specialist, and expanded fine art advisory services that now include collectibles and appraisal support. The additions bring the curated RBC Echelon network to 16 external providers.

Fidelity Launches Two Active CLO ETFs: FAAA and FCLO

By Amit Chowdhry ● Feb 15, 2026

Fidelity Investments announced the launch of two actively managed exchange-traded funds that provide investors with access to the collateralized loan obligation market: the Fidelity AAA CLO ETF (FAAA) and the Fidelity CLO ETF (FCLO). The funds are listed on the Nasdaq Stock Market and are available commission-free for individual investors and financial advisors through Fidelity’s online brokerage platforms.

Praxis Group Names Tarek El Moghrabi To Lead Middle East Growth

By Amit Chowdhry ● Feb 15, 2026

Praxis has appointed Tarek El Moghrabi as Regional Head of Growth and Business Development for the GCC, as the firm looks to expand with rising demand for private wealth, corporate, and funds services in the Middle East. The appointment underscores Praxis’ long-term commitment to the region, where it has maintained an on-the-ground presence in Abu Dhabi and Dubai for roughly a decade.

Raymond James Brings In $730 Million Wealth Management Team

By Amit Chowdhry ● Feb 15, 2026

Raymond James announced it has added a six-advisor team in Wisconsin to Raymond James Financial Services, the firm’s independent advisor channel, as it continues to expand its footprint among independent practices.

LPL Financial Onboards $420 Million Sound Wealth Advisors Team

By Amit Chowdhry ● Feb 15, 2026

LPL Financial announced two financial advisors from Sound Wealth have joined the firm’s broker-dealer and Registered Investment Advisor platform, bringing an advisory practice that reported approximately $420 million in advisory, brokerage, and retirement plan assets.

PNC Wealth Management Launches Integrated Banking And Investing Experience For Emerging And Mass Affluent Customers

By Amit Chowdhry ● Feb 14, 2026

PNC Wealth Management has launched PNC Premier Client, a new integrated banking and investment offering designed for individuals and families seeking a more holistic, high-touch financial relationship as their needs become more sophisticated. The program is targeted at clients who have more than $100,000 at PNC and will be delivered through PNC Wealth Management’s national network of affluent bankers and financial advisors.

Nuveen Buying Schroders For About £9.9 Billion In Cash

By Amit Chowdhry ● Feb 13, 2026

Nuveen, a global asset manager with $1.4 trillion in assets under management, announced it has agreed to the terms of a board-recommended all-cash acquisition of Schroders plc, valuing the UK-listed active manager at approximately £9.9 billion.

YCharts Adds Hamilton Lane Benchmarks For Private Markets Analysis

By Amit Chowdhry ● Feb 13, 2026

YCharts has introduced benchmark data from Hamilton Lane, adding a new private markets reference set designed to help financial advisors evaluate private investment strategies alongside public markets analysis.

Carson Group Buys Out Carson Wealth Scottsdale In Full Acquisition

By Amit Chowdhry ● Feb 13, 2026

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the long-time partner firm under full ownership as it continues to expand its national advisory network. The Scottsdale practice, led by managing partner and wealth advisor Brent Pine, oversees about $430 million in assets under management and serves client families across multiple generations.

Osaic: St. Louis-Area Advisors Launch F & M Investment Partners With $232 Million In Client Assets

By Amit Chowdhry ● Feb 13, 2026

Osaic announced financial advisors Michael Murray and Brian Fruend have launched a new independent firm, F & M Investment Partners, through Osaic. The Missouri-based practice is headquartered in the greater St. Louis area and oversees approximately $232 million in client assets, according to the company.

Raymond James Onboards $730 Million Wisconsin Advisor Team

By Amit Chowdhry ● Feb 13, 2026

Raymond James Financial Services (RJFS) has added a six-advisor team in Green Bay, Wisconsin, bringing approximately $730 million in client assets to the firm’s independent advisor channel.

Aerodigm Wealth Completes Management Buyout And Rebrands With $1.5 Billion AUM

By Amit Chowdhry ● Feb 12, 2026

Aerodigm Wealth announced it has completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as Aerodigm Wealth, positioning the firm as an independent, partner-owned advisor to ultra-high-net-worth individuals and families. The firm reported approximately $1.5 billion in assets under management as of December 31, 2025, and said its offering centers on integrating tax-aware advice into portfolio allocation and multigenerational planning, with a particular emphasis on strategic tax efficiencies for clients in high-tax jurisdictions.

Cerity Partners To Merge With Verus Investments, Expanding Institutional Advisory Offering

By Amit Chowdhry ● Feb 12, 2026

Cerity Partners announced it will merge with Verus Investments, bringing an institutional investment consulting platform into Cerity’s independent wealth and investment management business, with the combined organization operating under the Cerity Partners brand.

CAPTRUST Welcomes $3.8 Billion Firm Alpha Cubed Investments In Southern California Expansion

By Amit Chowdhry ● Feb 12, 2026

CAPTRUST Financial Advisors announced Alpha Cubed Investments (ACI), a Southern California wealth management and financial planning firm, has joined the organization, expanding CAPTRUST’s presence in the region. Founded in 2011, ACI focuses on comprehensive wealth management and financial planning for individuals and families. The firm is led by CEO and Chief Technical Analyst Todd Walsh and President Tony Jabczenski, and is supported by a team of 28 professionals, including 16 advisors. ACI oversees approximately $3.8 billion in assets.

Mission Wealth Completes Strategic Merger With Colorado’s RightPath Investments

By Amit Chowdhry ● Feb 12, 2026

Mission Wealth completed a strategic merger with RightPath Investments & Financial Planning, an independent fiduciary wealth advisory firm based in Colorado. RightPath was founded by Steven R. Smith, JD, CFP, who will join Mission Wealth as a Special Advisor as part of the combination.

Lynq Surpasses $89 Million In Assets As Institutional Adoption Accelerates

By Amit Chowdhry ● Feb 12, 2026

Lynq, a real-time, interest-bearing settlement network operated by broker-dealer tZERO Securities, said assets on its platform have surpassed $89 million as institutional adoption accelerates. The company said it has grown to more than 30 institutional partners spanning market makers, exchanges, OTC desks, and custodians, citing stronger network effects as participation expands.

Savvy Advisors Adds $300 Million Firm Colorado Wealth Group As Platform Surpasses 4.5x Growth YOY

By Amit Chowdhry ● Feb 12, 2026

Savvy Advisors, a federally registered investment advisor affiliated with Savvy Wealth, said it has added Colorado Wealth Group, a Denver-based wealth management firm with about $300 million in client assets under management. The onboarding is positioned as another step in Savvy’s push to become a destination platform for independent advisors, with the firm reporting more than 4.5x growth over the past year and more than doubling AUM over the past six months.

Osaic Onboards $153 Million Firm Midtown Advisors

By Amit Chowdhry ● Feb 11, 2026

Osaic announced Midtown Advisors, an independent wealth management firm based in Raleigh, North Carolina, has affiliated with its platform, adding approximately $153 million in client assets. The move follows Midtown’s more than decade-long relationship with LPL Financial and positions the firm to leverage Osaic’s technology, product capabilities, and operational support while maintaining its existing investment approach.

Osaic Onboards $186 Million Firm IDT Capital Group

By Amit Chowdhry ● Feb 11, 2026

Osaic announced IDT Capital Group, an independent wealth management firm based in Melville, New York, has joined the firm through New York Financial Partners, an Osaic office of supervisory jurisdiction. Led by financial advisor David Calderon, the firm is transitioning from LPL Financial and oversees approximately $186 million in client assets.

The Bahnsen Group: Wealth Management Firm Opens Silicon Valley Office And Hires Advisor Sean Buxton

By Amit Chowdhry ● Feb 10, 2026

The Bahnsen Group, a wealth management firm with more than $9 billion in assets under management, has opened a new Silicon Valley office and hired veteran financial advisor Sean Buxton to lead the location.

Osaic Onboards $232 Million Firm F & M Investment Partners

By Amit Chowdhry ● Feb 10, 2026

F & M Investment Partners, a newly launched independent wealth management firm led by financial advisors Michael Murray and Brian Freund, has joined Osaic’s platform as the Missouri-based team looks to pair boutique client service with institutional-scale resources. Based in the greater St. Louis area, the advisors oversee approximately $232 million in client assets and bring more than 60 years of combined experience guiding individuals and families through major financial milestones.

UBS Hires Merrill Advisor Duo Mark Lilley And Gabriel Trigo In San Juan, Puerto Rico

By Amit Chowdhry ● Feb 10, 2026

UBS announced it has hired financial advisors Mark Lilley and Gabriel Trigo in San Juan, Puerto Rico, adding the team to its Puerto Rico Market. UBS said the Puerto Rico Market is led by Regional Director Ricardo Gonzalez, Market Executive Carlos “Juany” Ortiz and Market Director Roberto Fortuno.