Asset Management

Raymond James: $182 Million Advisor Thomas Conway Joins Employee Advisor Channel

By Amit Chowdhry ● May 29, 2026

Raymond James recently announced that financial advisor Thomas Conway has joined Raymond James & Associates (RJA), the firm's employee advisor channel. Conway will operate as LakeVue Wealth Management of Raymond James in Kirkland, Washington, where he will continue providing financial planning and wealth management services to individuals, families, and clients preparing for or living in retirement.

Merit Expands Leadership Team With Doug Moore As CFO And Sarah Mouser As EVP Of Financial Planning

By Amit Chowdhry ● May 29, 2026

Merit Financial Advisors has expanded its executive leadership team with the addition of Doug Moore as Chief Financial Officer and Sarah Mouser as Executive Vice President of Financial Planning.

Wells Fargo Hires Former Google AI Leader Andre Mansour As Head Of AI For Wealth & Investment Management

By Amit Chowdhry ● May 29, 2026

Wells Fargo has appointed Andre Mansour as Head of Artificial Intelligence for its Wealth & Investment Management (WIM) division, marking a significant move as the financial services giant looks to expand the use of AI across its advisory and wealth management operations.

Field: Wealth Management Technology Platform Launches To Unify Advisory Firm Data And Operations

By Amit Chowdhry ● May 28, 2026

Field officially launched as a wealth management technology company focused on building foundational infrastructure for the advisory industry. The company is led by Bill Crager, the co-founder and former CEO of Envestnet and a founding partner of iAltA.

TIFIN Australia: AI Wealth Platform Launches To Expand Financial Advisory Innovation

By Amit Chowdhry ● May 28, 2026

TIFIN.AI announced the launch of TIFIN Australia, marking a major step in the company’s international expansion strategy and its mission to use artificial intelligence to improve financial outcomes globally.

Carson Group Launches Estate Planning Capability

By Amit Chowdhry ● May 28, 2026

Carson Group, a wealth advisory firm with more than $58 billion in assets under management, announced the launch of a new estate planning capability designed to help financial advisors strengthen client retention, build multi-generational relationships, and support long-term business growth during the ongoing generational wealth transfer.

Manulife Investments: New Mutual Funds Launched From Existing All-in-One ETFs

By Amit Chowdhry ● May 27, 2026

Manulife Investments announced the launch of new ETF-based mutual funds built from its existing Manulife All-in-One ETFs, expanding access to its actively managed multi-asset portfolio solutions through a traditional mutual fund structure.

Berkshire Hathaway: $2.6 Billion Delta Investment Marks Return To Airlines

By Amit Chowdhry ● May 25, 2026

Berkshire Hathaway has returned to the airline sector with a roughly $2.6 billion investment in Delta Air Lines, marking one of the first major portfolio shifts under CEO Greg Abel following Warren Buffett’s transition from the top executive role.

Harborstone Point Advisors Expands Integrated Tax, Valuation, And CFO Services In Sanibel

By Amit Chowdhry ● May 24, 2026

Harborstone Point Advisors announced the introduction of its integrated tax, valuation, and outsourced CFO advisory model to the Sanibel market, expanding access to comprehensive financial guidance for individuals, business owners, and privately held companies.

Mason Street Wealth Management: Vision-First Retirement Planning Approach Aims To Build Financial Confidence

By Amit Chowdhry ● May 24, 2026

Mason Street Wealth Management announced the launch of its vision-first retirement planning approach, a strategy designed to help individuals nearing retirement create personalized financial plans centered around their long-term goals and lifestyle aspirations rather than beginning with financial products or investment figures.

Envestnet: Baird Partnership Expands Integrated Wealth Management And Annuity Workflows

By Amit Chowdhry ● May 24, 2026

Envestnet announced an expanded partnership with Baird to accelerate the next-generation wealth management experience by unifying investments, financial planning, reporting, and insurance solutions for advisors and clients. The collaboration includes a full standardization of annuity workflows across Baird’s platform through the FIDx-powered Envestnet Insurance Exchange.

Vanguard: Dynamic Active-Passive Model Portfolio Series Launched For Financial Advisors

By Amit Chowdhry ● May 24, 2026

Vanguard has launched a new Dynamic Active-Passive Model Portfolio series, expanding its lineup of model portfolios for financial advisors. The new series is designed to help advisors implement a dynamic active-passive investment strategy for clients at scale while simplifying portfolio construction and ongoing management.

Edelman Financial Engines: Senior Leadership Appointments Support Growth Strategy And Planner Expansion

By Amit Chowdhry ● May 24, 2026

Edelman Financial Engines announced a series of senior leadership appointments across its corporate and wealth planning organizations as the company continues investing in growth, planner development, and technology infrastructure.

Robinhood: $3 Billion Wells Fargo Team Chooses TradePMR Platform

By Amit Chowdhry ● May 24, 2026

A team of financial advisors managing approximately $3 billion in client assets has left Wells Fargo to launch a new registered investment advisory firm called Gryphon Wealth, selecting Robinhood-owned TradePMR as its custodial and technology partner according to Barron's.