Asset Management

Hamachi.ai Selected By Broker-Dealer United Planners As First Enterprise AI Partner

By Amit Chowdhry ● Feb 20, 2026

Hamachi.ai, a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, announced that United Planners has selected the company as its first enterprise generative AI partner. The agreement marks the first formal enterprise-level adoption of Hamachi by a broker-dealer, delivering compliant, advisor-ready AI capabilities at scale across the firm’s national network.

Orion Expands Integration With DPL Financial Partners To Embed Commission-Free Annuities In Orion Connect

By Amit Chowdhry ● Feb 20, 2026

Orion and DPL Financial Partners announced an expanded integration that embeds DPL’s annuity comparison and analysis tools directly into Orion Connect, the company’s flagship advisor platform. The move gives financial advisors seamless, in-platform access to commission-free annuities and insurance solutions designed to improve client outcomes and support organic growth.

Merit Financial Advisors Onboards $208 Million Firm GlennCo In Pennsylvania Expansion

By Amit Chowdhry ● Feb 19, 2026

Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals, families, and those navigating life transitions, announced it has acquired GlennCo, LLC, a Newtown, Pennsylvania-based wealth management firm overseeing approximately $208 million in total assets.

Raymond James Onboards $682 Million Firm Touchpoint Financial

By Amit Chowdhry ● Feb 19, 2026

Raymond James Financial Services (RJFS) announced the addition of financial advisors Reed Thompson, David Erwin, John Pratti, John Nolan, Patrick Sheehan, and Jillian Feehan to its independent advisor channel, according to Ted Desautels, Northeast assistant divisional director for RJFS.

AE Wealth Management Appoints Shannon Larson As President

By Amit Chowdhry ● Feb 19, 2026

AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, reinforcing its leadership team as it continues an extended period of rapid expansion.

Compound Planning Expands Leadership And Advisor Ranks After Surpassing $4 Billion In AUM

By Amit Chowdhry ● Feb 19, 2026

Compound Planning, a digital family office and tech-enabled registered investment adviser, announced a series of executive hires and advisor additions as it builds on strong growth momentum following a standout 2025 in which the firm surpassed $4 billion in assets under management.

Edward Jones Expands Fixed Income And Overlay Management Capabilities Through Moment Relationship And Natixis Acquisition

By Amit Chowdhry ● Feb 18, 2026

Edward Jones announced a new relationship with Moment, a fixed income trading and portfolio management platform, along with the completion of its acquisition of Natixis Investment Managers’ Overlay Management Services capabilities. The moves are designed to strengthen the firm’s technology and service infrastructure and expand its ability to deliver personalized, tax-optimized portfolio solutions at scale.

Mercer Advisors Expands Managing Partner Leadership In New Jersey, Philadelphia, And San Diego Markets

By Amit Chowdhry ● Feb 18, 2026

Mercer Global Advisors, operating as Mercer Advisors, a national registered investment adviser, has appointed Abby Salameh and Chris Walters as Managing Partners to oversee key growth markets as the firm continues expanding its fiduciary family office platform across the U.S.

Morgan Stanley Investment Management Closes $220 Million Consumer Loan-Backed Private Securitization

By Amit Chowdhry ● Feb 17, 2026

Morgan Stanley Investment Management has closed a revolving and rated private securitization backed by consumer personal loans, marking the first asset-based finance securitization from its AIP Alternative Lending Group.

Charles Schwab: $27.8 Billion In Core Net New Assets For January

By Amit Chowdhry ● Feb 17, 2026

The Charles Schwab reported $27.8 billion in core net new assets for January 2026, according to its monthly activity report released on February 13, 2026, highlighting continued client engagement and seasonal inflows at the start of the year.

FMG Names Matt Newman As Chief Revenue Officer To Drive Enterprise Growth

By Amit Chowdhry ● Feb 17, 2026

FMG has appointed Matt Newman as Chief Revenue Officer as the company looks to accelerate enterprise expansion across wealth management and insurance markets.

MAI Capital Expands With $759 Million Firm LOC Investment Advisers Acquisition

By Amit Chowdhry ● Feb 17, 2026

LOC Investment Advisers has officially joined MAI Capital Management, marking a new chapter for both firms and expanding MAI’s presence in the wealth management sector.