Asset Management

Global Alternative Investment Management: Robert C. Riedl Joins As Managing Director, Head Of Private Capital

By Amit Chowdhry ● May 20, 2026

Global Alternative Investment Management announced that Robert C. Riedl has joined the firm as Managing Director, Head of Private Capital.

bQuest: Advisor Accelerator Helps RIAs Boost Organic Growth Through Longevity Planning

By Amit Chowdhry ● May 20, 2026

bQuest announced the launch of the bQuest Advisor Accelerator, a new organic growth program designed to help registered investment advisors differentiate themselves in an increasingly competitive market. The company said the Accelerator is available to all bQuest financial partners and is intended to help advisors drive client acquisition through aging care coordination and longevity planning conversations.

Prairie Wealth Advisors: The McEwen Group Merger Creates Billion-Dollar RIA

By Amit Chowdhry ● May 20, 2026

Prairie Wealth Advisors announced a strategic merger with The McEwen Group, forming a registered investment advisor managing more than $1 billion in client assets. The combined firm will serve mass affluent, high-net-worth, and ultra-high-net-worth families while expanding its investment management and financial planning capabilities.

Bluespring Wealth: Acquisition Of $1.1 Billion Firm Synthesis Wealth Planning

By Amit Chowdhry ● May 20, 2026

Bluespring Wealth announced the acquisition of Synthesis Wealth Planning, a Kestra Financial-affiliated firm headquartered in Morristown, New Jersey. Fellow Kestra-affiliated firm IFG Wealth Strategies, which had previously been acquired by Synthesis, brings the combined practice to approximately $1.1 billion in overseen assets. The combined business expands Bluespring’s footprint with offices across New Jersey and Jupiter, Florida.

RISR: Interview With CEO Jason Early About The Owner Engagement Platform For Financial Advisors

By Amit Chowdhry ● May 18, 2026

RISR is a business owner engagement platform for financial advisors that captures client financial data to provide automated business valuations, risk assessments, and actionable insights for growth and succession planning. Pulse 2.0 interviewed RISR CEO Jason Early to learn more.

Ty J. Young Wealth Management Expands Retirement Planning Footprint

By Amit Chowdhry ● May 16, 2026

Ty J. Young Wealth Management announced the acquisition of Moore Insurance Services, continuing the firm’s national expansion strategy and broadening its presence in the Southeast retirement and insurance planning market.

Balefire Wealth: Retirement Plan Specialist Sarah Schmitz Joins As Senior Corporate Solutions Advisor

By Amit Chowdhry ● May 16, 2026

Balefire Wealth announced the addition of Sarah Schmitz as Senior Corporate Solutions Advisor, bringing more than 25 years of experience in retirement plan consulting and employee benefits to the firm’s growing national platform.

Dynamic Advisor Solutions Onboards $260 Million Firm Capasso Planning Partners

By Amit Chowdhry ● May 15, 2026

Dynamic Advisor Solutions dba Dynamic Wealth Advisors announced its expansion into South Carolina through a new partnership with Capasso Planning Partners, a Charleston-based registered investment advisory firm managing $260 million in assets under management.

Stratos Onboards 11 Advisory Practices Representing $4.8 Billion In Total Client Assets

By Amit Chowdhry ● May 15, 2026

Stratos Wealth Holdings announced it has completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets as of December 31, 2025. The transactions were underway prior to SEI making a strategic investment in the business and reflect Stratos’ broader strategy of investing in advisory firms to support growth, enterprise value creation, and succession planning.

Payward And Franklin Templeton Announce Collaboration To Advance Tokenized Assets And Institutional Digital Finance

By Amit Chowdhry ● May 14, 2026

Payward, the parent company of Kraken and developer of the xStocks tokenized equities framework, announced a strategic collaboration with Franklin Templeton to bring traditional financial products on-chain and expand their utility across digital asset markets.

CAPTRUST: $1.25 Billion Stillwater Capital Advisors Addition Expands Pennsylvania Presence

By Amit Chowdhry ● May 14, 2026

CAPTRUST announced that Stillwater Capital Advisors has joined the firm, expanding CAPTRUST’s footprint in Pennsylvania with a fifth office in the state.

Stratos Wealth: $4.8 Billion In Client Assets Added With Acquisition Of 11 Partner Practices

By Amit Chowdhry ● May 14, 2026

Stratos Wealth Holdings announced it has completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets as of December 31, 2025. The transactions were underway before SEI made its strategic investment in the business and reflect Stratos’ strategy of investing in partner advisory firms to support growth, improve enterprise value, and create long-term succession pathways.

Nitrogen: Legacy Center Launches To Help Financial Advisors Retain Assets During Generational Wealth Transfers

By Amit Chowdhry ● May 13, 2026

Nitrogen announced the launch of Legacy Center, a new product designed to help financial advisors establish relationships with clients’ beneficiaries before wealth transfers occur. The announcement was made during the company’s Spring 2026 Product Launch Event and comes as advisors prepare for an estimated $84 trillion generational wealth transfer.

Wells Fargo Advisors Financial Network Welcomes Twin Harbors Private Wealth On Long Island

By Amit Chowdhry ● May 13, 2026

Wells Fargo Advisors Financial Network announced the addition of two advisor teams on Long Island that have joined from Merrill Lynch to form Twin Harbors Private Wealth.

Raymond James Onboards $515 Million Kansas City-Based Advisor Team

By Amit Chowdhry ● May 13, 2026

Raymond James Financial announced that financial advisors Peter Braun and K.C. Hosey have joined First Investments & Planning at FNBO through the company’s Financial Institutions Division (FID). The advisors will provide investment and wealth management services through Raymond James Financial Services.

GoldenTree Asset Management: $602 Million CLO Expands GLM Strategy To More Than $21 Billion

By Amit Chowdhry ● May 13, 2026

GoldenTree Asset Management announced the closing of a $602 million collateralized loan obligation managed under its GLM strategy. The new CLO, named GoldenTree Loan Management US CLO 29, represents the 38th CLO issued under the firm’s GLM CLO platform and brings total issuance under the strategy to more than $21 billion.

Corient Acquires Capital Advisors, Expanding Its Presence Across The U.S. Southwest

By Amit Chowdhry ● May 13, 2026

Corient has reached an agreement to acquire Capital Advisors, a Tulsa‑based registered investment advisor with $7.8 billion in assets under management, marking a significant expansion of Corient’s footprint across the South and Southwest. The deal adds Corient’s first office in Oklahoma and strengthens its position as the largest and fastest‑growing integrated wealth management firm in the United States. Capital Advisors, founded in 1978 and led by CEO Keith Goddard and President Andy Brown, brings a team‑based approach to financial planning, investment management, and wealth advisory, supported by 47 financial professionals and a presence across eight states.

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy In Partnership With Franklin Templeton

By Amit Chowdhry ● May 13, 2026

Ritholtz Wealth Management has launched Porterhouse, a new equity separately managed account strategy developed in partnership with Franklin Templeton and designed to give clients a focused, momentum‑driven way to own market leaders. The firm, which oversees more than $7.6 billion in assets for high‑net‑worth households and institutions, said the strategy will be available exclusively to Ritholtz clients and will complement its core asset allocation models.