Asset Management

Vanguard Launches AI-Powered Portfolio Analysis Tool For Financial Advisors

By Amit Chowdhry ● Apr 11, 2026

Vanguard announced the launch of Expert Insights, an artificial intelligence-powered portfolio analysis tool designed to help financial advisors deliver more personalized and scalable investment guidance. The new tool combines Vanguard’s portfolio expertise with generative AI to transform complex portfolio data into clear, actionable insights for client portfolios.

BetaNXT Launches InsightX Enterprise AI Platform And AI Innovation Lab To Expand Access To AI-Driven Insights

By Amit Chowdhry ● Apr 11, 2026

BetaNXT announced the launch of InsightX, its enterprise AI platform, and the creation of an AI Innovation Lab to accelerate the development and deployment of artificial intelligence solutions for wealth and asset management firms.

Citigroup: AI-Powered Citi Wealth Tools Launch To Enhance Client Experience

By Amit Chowdhry ● Apr 11, 2026

Citigroup announced the rollout of a suite of AI-powered tools within its Citi Wealth division to enhance advisor productivity and deliver more personalized, data-driven client experiences across the full financial lifecycle.

VanEck: ETF Model Portfolios Expand To Orion Wealthtech Platform

By Amit Chowdhry ● Apr 11, 2026

VanEck announced that several of its ETF model portfolios are now available through Orion, a provider of wealth technology solutions for financial advisors and enterprise firms. The move marks VanEck’s first integration of its model portfolios with the Orion platform and expands advisor access to its diversified, multi-asset investment strategies.

Advisor360° Expands Partnership With GWN Securities

By Amit Chowdhry ● Apr 11, 2026

Advisor360°, a wealth management technology platform, announced an expanded partnership with GWN Securities to deliver an AI-powered advisor workday, deepening its push into AI-native financial advisory tools.

Sanctuary Wealth Onboards $260 Million Firm OPT Wealth Management

By Amit Chowdhry ● Apr 11, 2026

Sanctuary Wealth announced that it has welcomed OPT Wealth Management, founded by Kyle Vasel, to its platform. The move highlights the firm's continued momentum as it attracts experienced advisors seeking greater independence, flexibility, and control over their businesses.

Merit Financial Advisors Acquires $586 Million Firm Strategic Retirement Plans

By Amit Chowdhry ● Apr 11, 2026

Merit Financial Advisors, a Georgia-based wealth management firm, announced that it has acquired Strategic Retirement Plans, an independent advisory firm headquartered in Billings, Montana, with an additional office in Gillette, Wyoming. The transaction adds approximately $586 million in total client assets to Merit’s platform and strengthens its footprint in key Western markets.

Prudential Advisors: Two Financial Advisors With Over $300 Million In Assets Join Network

By Amit Chowdhry ● Apr 11, 2026

Prudential Advisors, the retail arm of Prudential Financial, announced the addition of two experienced financial advisors, Keith Loegering and Brian Montalbano, who collectively bring more than $300 million in client assets to the firm. The hires reflect the company’s continued momentum in attracting established advisors seeking greater independence, enhanced support, and expanded growth opportunities.

Orion And Pontera Integration Expands Retirement Account Data Into Eclipse Workflows

By Amit Chowdhry ● Apr 10, 2026

Orion and Pontera announced an expanded integration that brings held-away retirement accounts directly into Orion’s Eclipse platform, enabling advisors to incorporate workplace retirement assets such as 401(k)s and 403(b)s into portfolio construction, trading, and rebalancing workflows.

Evertern Wealth: $2.4 Billion Advisory Team Launches Independent Family Office Firm In Florida

By Amit Chowdhry ● Apr 10, 2026

Evertern Wealth, a newly formed independent wealth management and family office advisory firm, has officially launched in Naples, Florida, led by veteran advisors Jason Stephens and Mic Lundon.

Integrity Marketing Group: Perspective Wealth Planning Joins Platform

By Amit Chowdhry ● Apr 10, 2026

Integrity Marketing Group announced that Perspective Wealth Planning, an independent wealth management firm based in Pennsylvania, has joined its platform, expanding Integrity’s capabilities in holistic financial planning and retirement solutions. Financial terms of the deal were not disclosed.

Hightower Onboards $3.2 Billion Firm Lexington Wealth Management

By Amit Chowdhry ● Apr 8, 2026

Hightower announced that Lexington Wealth Management will join its Hightower Signature Wealth platform, bringing approximately $3.2 billion in assets under management and further expanding the firm’s national footprint. Following the transaction, Hightower Signature Wealth is expected to oversee more than $29 billion in assets across 25+ locations.

Perigon: Rory T. Shusted Named As Chief People Officer

By Amit Chowdhry ● Apr 8, 2026

Perigon Wealth Management announced the appointment of Rory T. Shusted as Chief People Officer, marking a key step in the firm’s strategic leadership expansion as it continues to scale its business and invest in organizational culture.

Pierson: $230+ Million Advisor Launches Independent Wealth Management Firm With RFG Advisory

By Amit Chowdhry ● Apr 7, 2026

Pierson Wealth Management has broken away from the traditional broker-dealer model to launch an independent advisory firm in partnership with RFG Advisory, marking a strategic shift toward greater ownership, flexibility, and long-term enterprise value.

Apollon: Acquisition Of Motley Fool Wealth Management Expands National Platform

By Amit Chowdhry ● Apr 7, 2026

Apollon Wealth Management announced it has completed the acquisition of Motley Fool Wealth Management, a registered investment advisory firm founded in 2014, strengthening its national footprint and enhancing its ability to deliver comprehensive, planning-first financial advice.

JPMorgan: $725 Billion AI Spending Surge Signals Opportunity As Dimon Warns On Inflation And Geopolitical Risks

By Amit Chowdhry ● Apr 7, 2026

JPMorgan has highlighted a projected $725 billion surge in artificial intelligence-driven capital spending as a key economic tailwind, according to CEO Jamie Dimon’s annual shareholder letter. The outlook underscores accelerating investment by hyperscalers and the growing importance of digital infrastructure, even as Dimon cautioned that inflation and geopolitical tensions could reshape global markets.

Cambridge Investment Research: Acquisition Of WealthPlanners Expands Advisor Succession Strategy

By Amit Chowdhry ● Apr 7, 2026

Cambridge Investment Research, an independent broker-dealer and financial solutions firm, announced it has acquired WealthPlanners, LLC, a Des Plaines, Illinois-based wealth planning and benefits consulting firm, as part of its ongoing strategy to support advisor continuity and succession planning.

Creative Planning Onboards $5+ Billion Firm MASECO

By Amit Chowdhry ● Apr 7, 2026

Creative Planning announced that MASECO LLP will join its group, marking a significant step in expanding its international presence. The London-based firm brings more than $5 billion in assets under management and 123 employees, strengthening Creative Planning’s capabilities in cross-border wealth management.

The Bahnsen Group: Pittsburgh Office Launch And Advisor Hire

By Amit Chowdhry ● Apr 6, 2026

The Bahnsen Group, a national wealth management firm managing more than $9.5 billion in assets, has announced the opening of a new office in Pittsburgh, marking its twelfth location across the United States. The expansion includes the hiring of financial advisor Grady Wirth, who will be based in the new office located in Cranberry Township’s Brush Creek Commons plaza.

LPL: Advisor Trey Pope Joins With $160 Million In Client Assets

By Amit Chowdhry ● Apr 6, 2026

LPL Financial announced that Trey Pope, CRPC, ABFP, has joined its broker-dealer and registered investment advisor platform, bringing approximately $160 million in advisory, brokerage, and retirement plan assets. Pope transitions to the firm from Edward Jones.

Savant Wealth Management Partners With Exencial Wealth Advisors To Expand National Footprint

By Amit Chowdhry ● Apr 5, 2026

Savant Wealth Management announced it has partnered with Exencial Wealth Advisors, a national registered investment adviser with approximately $6 billion in assets under management, marking the firm’s largest transaction to date.

Savant Wealth Management Onboards $550 Million Firm Heller Wealth Management

By Amit Chowdhry ● Apr 5, 2026

Savant Wealth Management has announced a partnership with Heller Wealth Management, bringing approximately $550 million in assets under management into the national firm and expanding its footprint in New York.

Integrated Partners Brings In $600 Million Firm Brick By Brick Wealth Advisors

By Amit Chowdhry ● Apr 4, 2026

Integrated Partners announced that Brick by Brick Wealth Advisors has joined its platform, bringing approximately $609 million in assets under management and expanding the firm’s capabilities in the high-net-worth and ultra-high-net-worth segments.

Modern Wealth Management Onboards $1.2 Billion Florida-Based Firm Legacy Wealth

By Amit Chowdhry ● Apr 4, 2026

Modern Wealth Management announced it has entered the Florida market through the acquisition of Legacy Wealth Management, a South Florida-based advisory firm overseeing approximately $1.2 billion in client assets. The transaction marks Modern Wealth’s 20th acquisition since its launch in April 2023 and establishes its first office in the state.

Emigrant Partners: Strategic Investment In Keen Wealth Advisors

By Amit Chowdhry ● Apr 3, 2026

Emigrant Partners announced a strategic minority investment in Keen Wealth Advisors, an independent registered investment advisor based in Overland Park, Kansas, managing $1.3 billion in assets. The investment is designed to support Keen’s continued growth while preserving its independence, leadership structure, and client-first philosophy.

Rothschild Wealth Partners Collaborates With Bussenger Financial Group

By Amit Chowdhry ● Apr 3, 2026

Rothschild Wealth Partners, an independent wealth management firm based in the Chicago area, announced a partnership with Bussenger Financial Group, a Deer Park, Illinois-based advisory firm overseeing more than $170 million in client assets. Rothschild Wealth Partners manages over $8 billion in client assets and brings more than 115 years of history to the partnership.

Socium Advisors: Amplify Wealth Partners Acquisition Expands Retirement And Benefits Capabilities

By Amit Chowdhry ● Apr 2, 2026

Socium Advisors announced it is integrating Amplify Wealth Partners into its platform, marking a strategic expansion of its capabilities across retirement planning, group benefits, and comprehensive wealth management services.

Apella Wealth Expands West Coast Presence With Financial Connections Deal

By Amit Chowdhry ● Apr 2, 2026

Apella Wealth announced that Financial Connections Group has joined the firm, strengthening its presence on the West Coast and bringing total assets under management to approximately $10.5 billion.

Wealth Enhancement Onboards $118 Million Firm Parros Financial Group

By Amit Chowdhry ● Apr 2, 2026

Wealth Enhancement has acquired Parros Financial Group, a hybrid RIA based in Ann Arbor, Michigan, managing over $118 million in client assets. The deal marks Wealth Enhancement’s first location in the Ann Arbor market and brings its total client assets to more than $146.5 billion.

Integrated Partners Onboards $600 Million Team Brick By Brick Wealth Advisors

By Amit Chowdhry ● Apr 1, 2026

Integrated Partners, a national financial planning and registered investment advisory firm with more than $25 billion in assets under advisement, announced that Brick by Brick Wealth Advisors has joined its platform, adding approximately $609 million in assets under management.