Asset Management

INVL Family Office Introduces Fund Investing In Private Equity Secondary Market

By Amit Chowdhry ● Jun 24, 2026

INVL Family Office announced the introduction of the Global PE Secondaries Access Fund, a new fund that will invest in the global private equity secondary market.

Morgan Stanley Reportedly Planning $1.3 Billion Dallas Tower Expansion

By Amit Chowdhry ● Jun 24, 2026

Morgan Stanley is considering a major Dallas expansion that would include a $1.3 billion office tower in the city’s Uptown area, according to Bloomberg. The proposed project would include a 709,000-square-foot skyscraper at 2401 McKinney Avenue, according to city documents.

FusionIQ Acquires Marstone To Expand Digital Wealth Management Platform

By Amit Chowdhry ● Jun 24, 2026

FusionIQ announced that it has completed the acquisition of Marstone, a digital wealth technology provider. The acquisition combines two digital wealth management platforms serving banks, credit unions, wealth managers, broker-dealers, RIAs, and other companies seeking wealth management solutions.

Maridea Wealth Management Acquires $180 Milllion Firm Ashford Investment Advisors

By Amit Chowdhry ● Jun 23, 2026

Maridea Wealth Management announced that it has acquired Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm. Ashford Investment Advisors has approximately $180 million in assets under advisement and management. The transaction establishes Maridea’s first practice in Florida.

Mercer Advisors Surpasses $100 Billion In Client Assets

By Amit Chowdhry ● Jun 23, 2026

Mercer Advisors announced that its registered investment adviser, Mercer Global Advisors, has surpassed $100 billion in total client assets.

Edward Jones Invests In Aquiline Portfolio Company Quicken

By Amit Chowdhry ● Jun 23, 2026

Aquiline announced that Edward Jones has made an investment in Quicken, an Aquiline portfolio company.

Nicholas Global Equity And Income ETF Crosses $100 Million In Assets

By Amit Chowdhry ● Jun 23, 2026

XFUNDS announced that the Nicholas Global Equity and Income ETF (NYSE: GIAX) has surpassed $100 million in assets under management as of June 11, 2026.

Harbourfront Wealth Announces Berkshire Partners Investment At C$1.775 Billion Valuation

By Amit Chowdhry ● Jun 23, 2026

Harbourfront Wealth Group announced it has entered into a definitive agreement to receive a strategic investment from Boston-based private equity firm Berkshire Partners. Audax Private Equity, Harbourfront’s existing capital partner, will retain a significant interest in the company after the transaction closes.

Baird Adds The Kashian Karels Group To Edina Wealth Management Office

By Amit Chowdhry ● Jun 23, 2026

Pierstone Wealth Management Launches Independent Advisory Firm In New York City

By Amit Chowdhry ● Jun 22, 2026

Pierstone Wealth Management announced the launch of its new independent advisory firm. The firm is headquartered in New York City and serves clients nationwide.

LPL Onboards $250 Million FA Daniel Zacharias

By Amit Chowdhry ● Jun 19, 2026

LPL Financial announced that financial advisor Daniel Zacharias has joined its broker-dealer and registered investment advisor platform.

Franklin Templeton Expands Canvas Platform With Preferred Partner Program

By Amit Chowdhry ● Jun 19, 2026

Franklin Templeton announced the launch of its Preferred Partner Program, an expansion of its Canvas platform that enables third-party asset managers to offer tax-managed versions of their proprietary investment strategies through Canvas.

SageSpring Wealth Partners Adds Five New Equity Partners

By Amit Chowdhry ● Jun 19, 2026

SageSpring Wealth Partners announced the addition of five new equity partners. The new partners are Chase Keen, Senior Vice President; Daniel Peterman, Senior Executive Vice President; Jason Plunkett, Senior Vice President; Ryan Terry, Senior Vice President; and Jackson Wilcox, Senior Vice President.

Stable Commits $100 Million To Zenzic Capital’s Evergreen Credit Strategy

By Amit Chowdhry ● Jun 19, 2026

Zenzic Capital announced that Stable Asset Management has made a $100 million strategic commitment to the Zenzic Real Estate Credit Opportunities Fund.

Salesforce Unveils Agentic Advisor For Financial Services

By Amit Chowdhry ● Jun 19, 2026

Salesforce announced Agentic Advisor, an AI-powered solution built natively in Agentforce for Financial Services.

Vestmark Surpasses $50 Billion In AUM

By Amit Chowdhry ● Jun 19, 2026

Vestmark announced that Vestmark Advisory Solutions has surpassed $50 billion in assets under management.

&Partners Expands With Advisor Additions Across South Carolina, Indiana, New Jersey And Beyond

By Amit Chowdhry ● Jun 19, 2026

&Partners announced several recent additions to its wealth management community, including Brandon Downey at Triune Wealth Management, Three Points Wealth Planners, Brookside Wealth Advisors, and new team members at Wavewood Private Wealth.

Genesis Wealth Welcomes $725 Million Advisor Alan Feutz

By Amit Chowdhry ● Jun 19, 2026

Genesis Wealth announced that Alan Feutz has joined the firm as Partner and Wealth Advisor. Feutz joins Genesis Wealth from JPMorgan Securities, where he previously oversaw $725 million in client assets. He is based in Deerfield, Illinois, and brings 26 years of industry experience.

UBS Hires Financial Advisors Managing Over $2 Billion In Assets

By Amit Chowdhry ● Jun 19, 2026

UBS Wealth Management announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets.

Oxford Financial Group Expands Cincinnati Office With Two Managing Director Appointments

By Amit Chowdhry ● Jun 19, 2026

Oxford Financial Group announced the appointment of Neal Davis and Ashlee Walton as Managing Directors in its Cincinnati office.

UBS Hires $1.2 Billion FA Adam Conish In Philadelphia

By Amit Chowdhry ● Jun 18, 2026

UBS Wealth Management announced that financial advisor Adam Conish has joined the firm in Philadelphia. Conish manages approximately $1.2 billion in assets.

LPL Onboards $1.5 Billion Firm Spectrum Wealth Strategies

By Amit Chowdhry ● Jun 18, 2026

LPL Financial announced that the financial advisors of Spectrum Wealth Strategies have joined its broker-dealer and Registered Investment Advisor platform.

Wendel Names Cyril Marie To Executive Board And Asset Management Role

By Amit Chowdhry ● Jun 18, 2026

Wendel announced the appointment of Cyril Marie as a member of its Executive Board and Executive Vice President in charge of Asset Management, effective July 1, 2026.

Morningstar Wealth Teams With Apollo, Franklin Templeton And J.P. Morgan Asset Management To Develop Public/Private Model Portfolios

By Amit Chowdhry ● Jun 18, 2026

Morningstar announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton, and J.P. Morgan Asset Management to launch a suite of public/private model portfolios designed to give financial advisors a research-driven way to access private markets.

Franklin Templeton Expands Canvas Platform With Tax Overlay Capabilities

By Amit Chowdhry ● Jun 18, 2026

Franklin Templeton announced the launch of its Preferred Partner Program, also known as Canvas P3, an expansion of its Canvas platform that enables third-party asset managers to offer tax-managed versions of their proprietary investment strategies.

Osaic: $300 Million Firm Signature Private Wealth Management Joins

By Amit Chowdhry ● Jun 18, 2026

Osaic announced that Signature Private Wealth Management has joined its network of independent advisors.

Modera Wealth Management Onboards $312 Million Firm Northstar

By Amit Chowdhry ● Jun 18, 2026

Modera Wealth Management announced that it has completed a transaction with Northstar Financial Planners, a registered investment adviser based in Plantation, Florida. The transaction adds $311.6 million in assets under management to Modera and expands the firm’s presence in Florida.

Goldman Sachs Surpasses $1 Trillion In Announced M&A Volume Year-To-Date

By Amit Chowdhry ● Jun 16, 2026

Goldman Sachs Investment Banking announced that it has advised on more than $1 trillion in announced mergers and acquisitions volume year-to-date, marking the first time in history that any bank has reached this milestone within a half-year period.

NewEdge Wealth Expands Nashville Presence With Team Led By James Nichols

By Amit Chowdhry ● Jun 16, 2026

NewEdge Capital Group announced that a team led by James Nichols has joined NewEdge Wealth, further expanding the firm’s presence in Nashville and strengthening its ability to serve ultra-high-net-worth and high-net-worth families, family offices, and institutional clients in the growing market.

Zocks Launches Client Queries To Help Advisors Identify Growth Opportunities And Service Gaps Using AI

By Amit Chowdhry ● Jun 16, 2026

Zocks, a privacy-first AI platform for financial services, announced the launch of Client Queries, a new agentic AI capability that enables financial advisors and enterprise firms to identify organic growth opportunities and unmet client service needs across their books of business using natural language queries.