Asset Management

OneVest Launches AI-Native Wealth Workspace OneVest GO For Independent Advisors

By Amit Chowdhry ● Mar 17, 2026

OneVest Technologies announced the launch of OneVest GO, a standalone AI-native wealth relationship workspace designed for independent advisors, registered investment advisor firms, and solo practitioners seeking to streamline operations and enhance client engagement.

Kestra Private Wealth Services: Jordan Cantrell Launches Timeless Private Wealth In Independent Channel

By Amit Chowdhry ● Mar 17, 2026

Kestra Private Wealth Services: Advisor Launches Timeless Private Wealth In Independent Channel

Perigon Wealth Management Adds Three Partners Through Path To Partnership Program

By Amit Chowdhry ● Mar 17, 2026

Perigon Wealth Management announced that three additional team members have become partners through its Path to Partnership Program, underscoring the firm’s advisor-led ownership model and continued expansion. The firm, which manages approximately $11.2 billion in client assets as of December 31, 2025, said the program is designed to provide both employees and certain independent advisors with a pathway to equity participation.

Carson Group Adds Long Island Independent Office With $160 Million In Assets

By Amit Chowdhry ● Mar 17, 2026

Carson Group, a wealth advisory firm managing more than $57 billion in assets, announced that Agrillo Financial Group has joined its network as a new independent office. The Bethpage, New York-based practice, led by Wealth Advisor Theodore “Ted” Agrillo III, oversees approximately $160 million in advisory and retirement plan assets.

Waverly Advisors: $181 Million Firm McBride Financial Advisors Acquired

By Amit Chowdhry ● Mar 17, 2026

Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, has acquired McBride Financial Advisors, a Seahurst, Washington-based wealth management firm overseeing approximately $181 million in assets under management as of the end of 2025. The transaction marks Waverly’s second acquisition in the Pacific Northwest in 2026, following its earlier purchase of an Oregon-based firm, as it continues to scale its regional footprint.

Republic Capital Appoints Lori Kamen As Chief Compliance Officer

By Amit Chowdhry ● Mar 17, 2026

Republic Capital Group, an investment bank specializing in strategic and financial advisory services for wealth and asset management firms, announced the appointment of Lori Kamen as Chief Compliance Officer, according to an official press release.

F2 Strategy: CEO Ryan Beach Reappointed To Lead Wealth And Asset Management Consulting Firm

By Amit Chowdhry ● Mar 17, 2026

F2 Strategy announced that Ryan Beach has been reappointed as chief executive officer following a six-month period during which he explored another executive leadership opportunity.

Americana Partners: Dynasty-Backed Wealth Firm Appoints Mike Mitchell As CFO

By Amit Chowdhry ● Mar 17, 2026

Americana Partners, a Houston-based independent wealth advisory firm backed by Dynasty Financial Partners, announced the appointment of Mike Mitchell as Chief Financial Officer, according to an official company press release. The hire adds a seasoned financial executive to the firm’s leadership team as it continues its national expansion.

Northern Trust: Appoints Alyssa Quinlan As Head Of Advisor Relationships & Strategic Partnerships

By Amit Chowdhry ● Mar 17, 2026

Northern Trust Wealth Management announced the appointment of Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships, as the firm looks to expand its capabilities serving clients with complex wealth needs, including fine art and collectibles. Quinlan will report to Global Head of Sales David Albright and will lead the firm’s engagement with professional advisors across law, accounting, and investment consulting.

Victory Capital: $8.6 Billion Bid Raised For Asset Manager Janus Henderson, Says Report

By Amit Chowdhry ● Mar 17, 2026

Victory Capital has revised its $8.6 billion takeover bid for Janus Henderson, increasing the cash component as it seeks to challenge an existing $7.4 billion take-private agreement backed by Trian and General Catalyst, according to a Reuters report.

Edward Jones: 2026 Purpose Report Highlights Growth, Community Impact And Financial Planning Expansion

By Amit Chowdhry ● Mar 17, 2026

Edward Jones released its 2026 Purpose, Inclusion and Citizenship report, titled “Finding Fulfillment,” outlining the firm’s continued expansion in financial planning services, workforce development and community investment efforts across North America.

Edelman Financial Engines: $175 Million Planner Ownership Program Expands Equity To All Financial Advisors

By Amit Chowdhry ● Mar 17, 2026

Edelman Financial Engines (EFE), one of the nation’s largest independent wealth management firms, announced a $175 million equity distribution to its financial planners as part of a firmwide ownership expansion initiative. The move extends equity participation to all current and future planners, reinforcing the company’s long-standing belief that those who guide clients’ financial lives should directly share in the value they help create.

Envestnet: Interval Funds Integrated Into Unified Managed Account Platform

By Amit Chowdhry ● Mar 17, 2026

Envestnet announced that the first series of interval funds is now available on its Unified Managed Account platform, expanding advisors’ access to private markets through a streamlined, fully integrated portfolio management experience.

Maridea: Acquisition Of Chichester Financial Group Expands Phoenix Presence

By Amit Chowdhry ● Mar 16, 2026

Maridea Wealth Management announced it has acquired Chichester Financial Group, LLC (CFG), a Phoenix-based advisory firm known for its focus on tax-smart financial planning and tax-aware investment strategies. The deal expands Maridea’s footprint in the Phoenix market to two offices, following its initial entry into the region in September 2025.

Perpetual: A$500 Million Sale Of Wealth Management Business To Bain Capital

By Amit Chowdhry ● Mar 16, 2026

Perpetual announced it has entered into a binding agreement to sell its Wealth Management business to Bain Capital Private Equity. The transaction values the business at $500 million upfront, with additional contingent payments tied to performance.

Rise Growth Partners: Strategic Investment In Cyndeo Wealth Partners To Accelerate RIA Expansion

By Amit Chowdhry ● Mar 14, 2026

Rise Growth Partners announced a strategic minority investment in Cyndeo Wealth Partners, an independent registered investment advisor with approximately $3.1 billion in assets under management. The partnership is designed to support advisor recruiting, organic growth, and geographic expansion across Florida and the broader Southeast.

Raymond James: $227 Million Truist Advisor Nathan Chapman Joins Employee Channel In Dallas

By Amit Chowdhry ● Mar 13, 2026

Raymond James has added financial advisor Nathan Chapman to its employee advisor division, Raymond James & Associates (RJA), strengthening the firm’s presence in Texas.

LPL: $600 Million Advisory Team Launches Legacy Ridge Private Wealth

By Amit Chowdhry ● Mar 13, 2026

Two veteran financial advisors have launched a new independent wealth management practice through LPL Financial’s supported independence platform. Frank Boley and Susie Garber-Johnson have formed Legacy Ridge Private Wealth after departing D.A. Davidson, where they spent 26 years and 20 years, respectively. The advisors reported serving approximately $600 million in advisory, brokerage, and retirement plan assets at their previous firm.

Wells Fargo Advisors Financial Network: Snow Pine Private Wealth Team Onboarded

By Amit Chowdhry ● Mar 13, 2026

Wells Fargo Advisors Financial Network (FiNet) has added the Snow Pine Private Wealth team to its independent advisor platform, bringing a group of financial advisors and support staff formerly affiliated with UBS.

DPL Financial Partners: Launches Annuity Review Technology For RIAs

By Amit Chowdhry ● Mar 13, 2026

DPL Financial Partners announced the launch of Annuity Review, an interactive decision-making technology designed to help registered investment advisor (RIA) firms evaluate and optimize large portfolios of legacy annuities as they transition to fee-based advice models.

Creative Planning: $660 Million Firm Duncan & Haley Joins

By Amit Chowdhry ● Mar 13, 2026

Creative Planning, one of the largest registered investment advisors (RIAs) in the United States, announced it has acquired Duncan & Haley, Ltd., an established RIA headquartered in Seattle, Washington. The transaction adds approximately $660 million in assets under management (AUM) to Creative Planning.

Carson Wealth: $245 Million Firm Furstenau Financial Joins As 41st Wholly Owned Office

By Amit Chowdhry ● Mar 12, 2026

Carson Group announced that Furstenau Financial has joined the firm as a wholly owned Carson Wealth office, expanding its presence in Nebraska and adding another advisory team from LPL Financial to its network. The move brings the number of wholly owned Carson Wealth offices to 41.

Merit: $434 Million Firm Yeomans Consulting Group Onboarded

By Amit Chowdhry ● Mar 11, 2026

Merit Financial Advisors, a Georgia-based wealth management firm, announced that it has acquired Yeomans Consulting Group, Inc., a Marietta, Georgia-based wealth management firm with approximately $434 million in assets under management.

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

By Amit Chowdhry ● Mar 11, 2026

Ty J. Young Wealth Management announced it has acquired Cincinnati-based Senior Wealth Advisors, expanding the firm’s footprint in the Midwest and marking a new phase for the advisory firm’s client base. The Atlanta-based wealth management company said the transaction will integrate Senior Wealth Advisors into its national platform, giving clients access to a broader range of services and support.

Cyndeo Wealth Partners Receives Strategic Investment From Rise Growth Partners

By Amit Chowdhry ● Mar 11, 2026

Rise Growth Partners announced a strategic minority investment in Cyndeo Wealth Partners, an independent registered investment advisor with approximately $3.1 billion in assets under management. The partnership is designed to support advisor recruiting, organic growth and expansion across Florida and the broader Southeast.

WisdomTree: Defined Outcome SMA Strategy Launched With Halo Investing

By Amit Chowdhry ● Mar 11, 2026

WisdomTree and Halo Investing announced the launch of the Halo-WisdomTree Structured Income Strategy, a defined outcome separately managed account strategy designed to deliver income, enhance risk-adjusted returns, and provide buffered downside protection for investors.

Summitry: $721 Million Firm Vantage Wealth Onboarded To Expand Southern California Presence

By Amit Chowdhry ● Mar 11, 2026

Summitry, a Bay Area-based wealth management firm with approximately $3.36 billion in assets under management as of January 31, 2026, has acquired Vantage Wealth, a Pasadena, California-based registered investment advisor overseeing $721 million in AUM as of February 8, 2026.

Bluespring Wealth Partners: $60 Million Firm Pittman Financial Group Joins Through Security Financial Management Partnership

By Amit Chowdhry ● Mar 11, 2026

Bluespring Wealth Partners announced that Pittman Financial Group and its team will merge into Security Financial Management (SFM), an existing Bluespring partner firm, as part of an expansion designed to strengthen client services and support advisor succession planning.

Easterly Asset Management: Acquisition Of Olstein Capital Management’s Fund Management Business

By Amit Chowdhry ● Mar 11, 2026

Easterly Asset Management announced it has entered into an agreement to acquire the fund management business of Olstein Capital Management, a value-focused investment firm founded by Robert A. Olstein. The transaction is intended to expand Easterly’s value-investing capabilities and to integrate Olstein’s mutual funds into Easterly’s broader investment platform.

AdvisorEngine Portfolio Solutions Launches TAMP To Expand Investment Management Capabilities For RIAs

By Amit Chowdhry ● Mar 11, 2026

AdvisorEngine Portfolio Solutions announced the launch of its turnkey asset management program (TAMP), designed to give independent advisory firms a more integrated investment management experience within the broader AdvisorEngine wealth management technology platform.