Asset Management

Raymond James: Credit Union Program Partnership With Addition Financial

By Amit Chowdhry ● Mar 27, 2026

Raymond James Financial announced that Addition Financial Credit Union has selected its Financial Institutions Division to support the credit union’s investment program, Addition Financial Wealth Management.

Threadline Wealth: $5.8 Billion RIA Spins Out From Moss Adams Following Baker Tilly Merger

By Amit Chowdhry ● Mar 24, 2026

Threadline Wealth has officially launched as an independent registered investment advisor following the separation of Moss Adams Wealth Advisors from accounting firm Moss Adams, which merged with Baker Tilly in 2025. The newly independent firm is majority owned by management and backed by The Cynosure Group, positioning it for long-term growth as a regional boutique wealth manager focused on high-net-worth clients.

Callan Family Office: Clarity Family Offices Team Joins To Expand UHNW Advisory Capabilities

By Amit Chowdhry ● Mar 24, 2026

Callan Family Office announced that the team from Clarity Family Offices has joined the firm, strengthening its capabilities in serving ultra-high-net-worth families, single family offices, and multi-generational wealth structures. The addition supports Callan’s continued expansion as an independent family office platform and enhances its advisory depth across complex wealth planning.

Goldman Sachs: Sara Naison-Tarajano Named Head Of Ayco Wealth Management Business

By Amit Chowdhry ● Mar 22, 2026

Goldman Sachs announced that Sara Naison-Tarajano has been appointed as Head of Goldman Sachs Ayco, the firm’s company-sponsored financial planning and wealth management business, overseeing approximately $26 billion in assets under management. She succeeds David Fox, who is retiring from the firm after a long tenure.

JPMorganChase Launches Athlete Council To Expand Wealth Management For Athletes

By Amit Chowdhry ● Mar 20, 2026

JPMorganChase announced the launch of a new Athlete Council aimed at helping athletes manage their finances from early career stages through retirement, as the bank deepens its push into the growing sports wealth management market.

Raymond James Financial Names Kirk Bell President Of Independent Contractor Division

By Amit Chowdhry ● Mar 20, 2026

Raymond James Financial has appointed Kirk Bell as president of its Financial Services Independent Contractor Division, effective April 1, marking a key leadership transition within the firm’s private client group.

Marsh: Acquisition Of AltamarCAM To Expand Private Markets Capabilities

By Amit Chowdhry ● Mar 20, 2026

Marsh announced that its business Mercer has agreed to acquire AltamarCAM, a private markets asset manager and solutions provider with €20 billion in assets under management as of December 31, 2025.

Raymond James: Internal Hire Kirk Bell Named President Of Independent Contractor Division

By Amit Chowdhry ● Mar 20, 2026

Raymond James Financial has appointed longtime executive Kirk Bell as president of its Independent Contractor Division, effective April 1, according to an official company announcement. Bell, who has spent nearly 26 years at the firm, will also join the Senior Leadership Team and the Private Client Group Executive Leadership Team.

CV Advisors: David Sabo Appointed Chief Technology Officer To Lead AI Platform Strategy

By Amit Chowdhry ● Mar 19, 2026

CV Advisors, a multi-family office overseeing more than $22 billion in assets under management, announced the appointment of David Sabo as chief technology officer, marking a new phase in the firm’s technology and artificial intelligence strategy.

Allworth Financial Launches Women’s Collective Initiative To Drive Growth And Leadership Development

By Amit Chowdhry ● Mar 19, 2026

Allworth Financial, a Folsom, California-based registered investment advisor managing about $34 billion in assets, announced the launch of the Allworth Women’s Collective, a firmwide initiative designed to expand engagement with women investors, accelerate female advisor recruitment, and strengthen leadership development across the organization. The initiative was formally introduced during the firm’s Advisor Ascend Conference in Dallas.

iA Financial Group: $1 Million Donation To Support Pediatric AI Initiative At SickKids

By Amit Chowdhry ● Mar 19, 2026

iA Financial Group, a Canadian insurance and wealth management company, announced a $1 million donation to the SickKids Foundation to advance artificial intelligence in pediatric health care. The funding will be distributed over the next ten years and will support the SickKids AI (SKAI) program, which focuses on integrating responsible AI across care, research, education, and operations.

Osaic: $204 Million Firm The Finance Couple Practice Joins Via Innovative Financial Group

By Amit Chowdhry ● Mar 19, 2026

Osaic announced that Greenville, South Carolina–based advisory firm The Finance Couple has joined its platform through office of supervisory jurisdiction Innovative Financial Group, bringing approximately $204 million in client assets from LPL Financial.

Cetera: $200 Million Firm Cunningham Financial Group Joins Summit Community To Drive Growth

By Amit Chowdhry ● Mar 19, 2026

Cetera has welcomed Cunningham Financial Group, an Alabama-based advisory team overseeing approximately $200 million in assets under administration, as it joins the firm through its Summit Financial Networks community. The move reflects the team’s focus on maintaining independence while leveraging additional resources to support long-term expansion.

Kotak Alternate Asset Managers: $2 Billion Targeted For Third Private Credit Fund Amid India Demand Surge

By Amit Chowdhry ● Mar 18, 2026

Kotak Alternate Asset Managers is aiming to raise up to $2 billion for its third private credit fund, reflecting growing investor appetite for the asset class in India despite broader global market volatility, according to a Bloomberg report. The planned fundraise highlights continued expansion in India’s private credit market as investors seek yield opportunities outside traditional banking channels.

Abich Financial Services: Partnership With Liberty University Athletics As Official Financial Advisor

By Amit Chowdhry ● Mar 18, 2026

Abich Financial Services has announced a new partnership with Liberty University Athletics, becoming the official financial advisor for the program. The collaboration strengthens ties between the firm and the university, while supporting a broad range of Liberty’s athletic initiatives.

Summit Financial: $1.2 Billion RIA Signet Financial Management Added To Expand National Platform

By Amit Chowdhry ● Mar 18, 2026

Summit Financial has announced a minority investment in Signet Financial Management, a New Jersey-based RIA managing $1.2 billion in client assets, as part of its continued national expansion strategy. The partnership, completed in collaboration with Merchant Investment Management, adds one of the largest advisory firms to Summit’s growing platform.

LPL: Consilium Wealth Team Joins Platform With Over $250 Million In Assets

By Amit Chowdhry ● Mar 18, 2026

LPL Financial announced that advisors Stephen Horvath, Brady Doe and David Hermann have joined its broker-dealer and registered investment advisor platform to launch Consilium Wealth. The team collectively serves more than $250 million in advisory, brokerage and retirement plan assets, based on figures provided to LPL as of year-end 2025.