Asset Management

LPL Onboards $700 Million Skyward Financial And $140 Million Chloey Wealth Advisor Teams

By Amit Chowdhry ● Sep 1, 2025

LPL Financial recently announced that it has successfully onboarded the teams from Chloey Wealth Advisors and Skyward Financial. This strategic move aims to enhance LPL's capabilities in providing financial services and expand its network of experienced advisors.

BCI: Ken Bennett Named As A Strategic Advisor

By Amit Chowdhry ● Aug 28, 2025

The British Columbia Investment Management Corporation (BCI), recognized as one of Canada’s prominent institutional investors, has announced the appointment of Ken Bennett as a Strategic Advisor for its Private Equity program, effective immediately.

Sanctuary Wealth Brings Marksman Wealth Management Into Partner Firm Network

By Amit Chowdhry ● Aug 25, 2025

Sanctuary Wealth, a leading platform designed to empower top financial advisors with the autonomy, resources, and flexibility to excel in a dynamic industry, has announced the addition of Marksman Wealth Management to its expanding network of partner firms. This strategic move further strengthens Sanctuary’s national presence and highlights its continued commitment to supporting high-performing advisors who seek true independence.

Simplicity Group Buying Aptus Wealth And Adds Josh Pick New Partner

By Amit Chowdhry ● Aug 24, 2025

Simplicity Group Holdings, a leader in financial product distribution and advisory services, has announced the strategic acquisition of Aptus Wealth, a rapidly growing Registered Investment Advisor that originated within Aptus Marketing—now known as Simplicity Columbus.

Sequoia Financial Group Acquiring $430 Million Team The Martin Worley Group

By Amit Chowdhry ● Aug 22, 2025

Sequoia Financial Group, a registered wealth manager with $27.6 billion in assets as of June 30, 2025, has agreed to acquire The Martin Worley Group (MWG), a wealth management firm in Cottonwood Heights, Utah, near Salt Lake City.

Cresset Nearing $200 Billion In Assets Via Strategic Combination With Monticello

By Amit Chowdhry ● Aug 22, 2025

Cresset, a multi-family office that is both client- and employee-owned, has announced an exciting partnership with Monticello Associates, an independent investment consulting firm known for its specialized advisory services. Founded by entrepreneurs for fellow entrepreneurs, Cresset aims to expand its institutional advisory capabilities through this collaboration, reinforcing its vision of building a firm that will endure for over 100 years, founded on principles of independence, innovation, and a client-first approach.

Merchant Forms Strategic Partnership With Meridian Wealth Management

By Amit Chowdhry ● Aug 22, 2025

Merchant, a leading global provider of growth capital and strategic resources, has announced a new partnership with Meridian Wealth Management. This collaboration comes as Meridian continues to solidify its position as a prominent fiduciary Registered Investment Advisor (RIA) with $4.2 billion in assets under management as of June 30, 2025.

Noble: Marc Dober Named As Senior Director Of Asset Management

By Amit Chowdhry ● Aug 21, 2025

Noble Investment Group has appointed Marc Dober as Senior Director of Asset Management to strengthen its institutional investment platform. Dober will oversee asset performance in the portfolio, focusing on increasing revenue, improving efficiencies, and creating long-term value.

Douglass Winthrop: Keith Ardizzone Joins Firm As Senior Managing Director

By Amit Chowdhry ● Aug 19, 2025

Douglass Winthrop Advisors, an SEC-registered investment advisor managing $6.3 billion in assets for individuals, families, trusts, and endowments, announced that Keith Ardizzone has joined the firm as senior managing director on its wealth management team. Ardizzone is based in New York.

SlateStone Wealth: Erin Gibbs Named As Chief Equity Strategist

By Amit Chowdhry ● Aug 19, 2025

SlateStone Wealth, a boutique investment advisory firm in Jupiter, FL, has appointed Erin Gibbs as Chief Equity Strategist. With over 25 years of experience in quantitative equity research and portfolio strategy, Gibbs will lead the development of SlateStone’s quantitative equity platform, starting with a new small- and mid-cap (SMID) strategy.

Sanctuary: $1.2 Billion Team Dial Square Private Wealth Onboarded

By Amit Chowdhry ● Aug 19, 2025

Sanctuary Wealth has announced the addition of Dial Square Private Wealth to its network of partner firms. Based in Orange County, California, Dial Square manages $1.2 billion in client assets and was co-founded by Jim Chiate and Tony Guinane, who previously collaborated at Merrill Lynch and UBS.