Asset Management

Osaic And Envestnet Expand Partnership To Streamline Wealth Management Technology For Advisors

By Amit Chowdhry ● May 23, 2026

Osaic is expanding its partnership with Envestnet to provide advisors with a more unified and integrated wealth management technology experience, helping drive scalability, operational efficiency, and business growth across Osaic’s platform.

VastAdvisor: AI-Based Wealth Management Platform Launches Native CRM Integrations With Salesforce, Microsoft Dynamics, And HubSpot

By Amit Chowdhry ● May 23, 2026

VastAdvisor announced the launch of native integrations with Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot, expanding its AI-powered organic growth platform for wealth management advisors.

TritonPoint Partners: $350 Million Father-Son Advisor Team Joins Firm In Philadelphia Area

By Amit Chowdhry ● May 23, 2026

TritonPoint Partners announced that Richard and Robert Sichel have joined the firm and will be based in the Philadelphia area. Richard Sichel previously managed approximately $350 million in client assets, serving multi-generational families, professionals, business owners, retirees, and institutions.

Carson Group: $111 Million Firm Meikle Financial Group Integrated As Carson Wealth Office

By Amit Chowdhry ● May 23, 2026

Carson Group announced the integration of Meikle Financial Group, which will transition into a Carson Wealth office as the firm deepens a partnership that began in 2018. The Phoenix-based advisory team, led by Managing Partners and Wealth Advisors Dail Meikle and Bruce Eisenhauer, oversees $111 million in advisory and brokerage assets.

Telos Private Wealth: Nearly $300 Million Transitioned To Arkadios Capital For Independent Growth Strategy

By Amit Chowdhry ● May 23, 2026

Telos Private Wealth has transitioned nearly $300 million in assets under advisement to Arkadios Capital, aligning with the hybrid independent broker/dealer platform to support the firm’s next phase of growth and enhance its client experience capabilities.

Raymond James: $268 Million Advisor Reece Nichols Joins Independent Channel In Texas

By Amit Chowdhry ● May 22, 2026

Raymond James recently welcomed financial advisor Reece Nichols, AAMS, CEPA, to Raymond James Financial Services (RJFS), the firm’s independent advisor channel, according to Joe Meyer, Central assistant division director for RJFS.

LPL: $870 Million True Compass Advisors Team Joins Platform

By Amit Chowdhry ● May 22, 2026

LPL Financial announced that the financial advisors of True Compass Advisors have joined the firm’s broker-dealer and Registered Investment Advisor (RIA) platform from Kestra, where the team serviced approximately $870 million in advisory, brokerage and retirement plan assets.

RFG Advisory: Interview With VP Of Technology And Operations Dr. Jordan Hutchison About The RIA

By Amit Chowdhry ● May 21, 2026

RFG Advisory is an award-winning Registered Investment Advisor (RIA) platform that empowers independent financial advisors by providing the technology, compliance, investment management, and operational support necessary to build their businesses. Pulse 2.0 interviewed RFG Advisory’s VP of Technology and Operations, Dr. Jordan Hutchison, to learn more.

LPL: $635 Million Davis Executive Wealth Team Joins LPL Strategic Wealth

By Amit Chowdhry ● May 21, 2026

LPL Financial announced that the advisors of LPL Financial firm Davis Executive Wealth have joined LPL Strategic Wealth, the company’s supported independence model. The team previously affiliated with Steward Partners and reported serving approximately $635 million in advisory assets.

Raymond James: $150 Million Advisor Brent Tiemeyer Joins Employee Advisor Channel

By Amit Chowdhry ● May 21, 2026

Raymond James announced that financial advisor Brent Tiemeyer has joined Raymond James & Associates (RJA), the firm’s employee advisor channel. Tiemeyer joins Olive Tree Private Wealth of Raymond James in St. Louis, Missouri, after previously working at Edward Jones, where he managed approximately $150 million in client assets.

Financial Planning Partners Announces $90 Million Merger With Encore Financial

By Amit Chowdhry ● May 21, 2026

Encore Financial, an independent financial advisory firm and member of the Affiliated Advisors network, announced that Financial Planning Partners, led by veteran financial advisor Joan Gilles, has joined the firm. The merger adds approximately $90 million in assets under management to Encore from Cetera and represents a major milestone for both organizations as they align around a shared focus on client-centered financial planning.

Envestnet: AI-Driven Wealth Management Platform Enhancements Unveiled At Elevate 2026

By Amit Chowdhry ● May 21, 2026

Envestnet announced a series of AI-powered enhancements and financial planning integrations for its Wealth Management Platform as part of its second technology release of 2026 (R2 2026), unveiled during the company’s Elevate 2026 conference at the Phoenix Convention Center in Phoenix, Arizona.

AllianceBernstein, Brookfield, And Carlyle Launch ABC [ONE], A Turnkey Private Markets Solution

By Amit Chowdhry ● May 21, 2026

AllianceBernstein, Brookfield Asset Management, and Carlyle announced a collaboration to launch ABC [ONE], a turnkey private markets solution designed for Defined Contribution (DC) retirement plans. The offering is intended to provide retirement savers with diversified exposure to private markets through a Qualified Default Investment Alternative (QDIA) structure that can work alongside existing target-date funds or managed-account solutions.

Beacon Pointe Onboards $360 Million Firm Financially In Tune

By Amit Chowdhry ● May 20, 2026

Beacon Pointe Advisors announced that female-founded wealth management firm Financially In Tune has joined its platform, further expanding the company’s East Coast presence and strengthening its New England footprint.

Global Alternative Investment Management: Robert C. Riedl Joins As Managing Director, Head Of Private Capital

By Amit Chowdhry ● May 20, 2026

Global Alternative Investment Management announced that Robert C. Riedl has joined the firm as Managing Director, Head of Private Capital.

bQuest: Advisor Accelerator Helps RIAs Boost Organic Growth Through Longevity Planning

By Amit Chowdhry ● May 20, 2026

bQuest announced the launch of the bQuest Advisor Accelerator, a new organic growth program designed to help registered investment advisors differentiate themselves in an increasingly competitive market. The company said the Accelerator is available to all bQuest financial partners and is intended to help advisors drive client acquisition through aging care coordination and longevity planning conversations.

Prairie Wealth Advisors: The McEwen Group Merger Creates Billion-Dollar RIA

By Amit Chowdhry ● May 20, 2026

Prairie Wealth Advisors announced a strategic merger with The McEwen Group, forming a registered investment advisor managing more than $1 billion in client assets. The combined firm will serve mass affluent, high-net-worth, and ultra-high-net-worth families while expanding its investment management and financial planning capabilities.

Bluespring Wealth: Acquisition Of $1.1 Billion Firm Synthesis Wealth Planning

By Amit Chowdhry ● May 20, 2026

Bluespring Wealth announced the acquisition of Synthesis Wealth Planning, a Kestra Financial-affiliated firm headquartered in Morristown, New Jersey. Fellow Kestra-affiliated firm IFG Wealth Strategies, which had previously been acquired by Synthesis, brings the combined practice to approximately $1.1 billion in overseen assets. The combined business expands Bluespring’s footprint with offices across New Jersey and Jupiter, Florida.

RISR: Interview With CEO Jason Early About The Owner Engagement Platform For Financial Advisors

By Amit Chowdhry ● May 18, 2026

RISR is a business owner engagement platform for financial advisors that captures client financial data to provide automated business valuations, risk assessments, and actionable insights for growth and succession planning. Pulse 2.0 interviewed RISR CEO Jason Early to learn more.

Ty J. Young Wealth Management Expands Retirement Planning Footprint

By Amit Chowdhry ● May 16, 2026

Ty J. Young Wealth Management announced the acquisition of Moore Insurance Services, continuing the firm’s national expansion strategy and broadening its presence in the Southeast retirement and insurance planning market.

Balefire Wealth: Retirement Plan Specialist Sarah Schmitz Joins As Senior Corporate Solutions Advisor

By Amit Chowdhry ● May 16, 2026

Balefire Wealth announced the addition of Sarah Schmitz as Senior Corporate Solutions Advisor, bringing more than 25 years of experience in retirement plan consulting and employee benefits to the firm’s growing national platform.

Dynamic Advisor Solutions Onboards $260 Million Firm Capasso Planning Partners

By Amit Chowdhry ● May 15, 2026

Dynamic Advisor Solutions dba Dynamic Wealth Advisors announced its expansion into South Carolina through a new partnership with Capasso Planning Partners, a Charleston-based registered investment advisory firm managing $260 million in assets under management.

Stratos Onboards 11 Advisory Practices Representing $4.8 Billion In Total Client Assets

By Amit Chowdhry ● May 15, 2026

Stratos Wealth Holdings announced it has completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets as of December 31, 2025. The transactions were underway prior to SEI making a strategic investment in the business and reflect Stratos’ broader strategy of investing in advisory firms to support growth, enterprise value creation, and succession planning.

Payward And Franklin Templeton Announce Collaboration To Advance Tokenized Assets And Institutional Digital Finance

By Amit Chowdhry ● May 14, 2026

Payward, the parent company of Kraken and developer of the xStocks tokenized equities framework, announced a strategic collaboration with Franklin Templeton to bring traditional financial products on-chain and expand their utility across digital asset markets.

CAPTRUST: $1.25 Billion Stillwater Capital Advisors Addition Expands Pennsylvania Presence

By Amit Chowdhry ● May 14, 2026

CAPTRUST announced that Stillwater Capital Advisors has joined the firm, expanding CAPTRUST’s footprint in Pennsylvania with a fifth office in the state.

Stratos Wealth: $4.8 Billion In Client Assets Added With Acquisition Of 11 Partner Practices

By Amit Chowdhry ● May 14, 2026

Stratos Wealth Holdings announced it has completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets as of December 31, 2025. The transactions were underway before SEI made its strategic investment in the business and reflect Stratos’ strategy of investing in partner advisory firms to support growth, improve enterprise value, and create long-term succession pathways.

Nitrogen: Legacy Center Launches To Help Financial Advisors Retain Assets During Generational Wealth Transfers

By Amit Chowdhry ● May 13, 2026

Nitrogen announced the launch of Legacy Center, a new product designed to help financial advisors establish relationships with clients’ beneficiaries before wealth transfers occur. The announcement was made during the company’s Spring 2026 Product Launch Event and comes as advisors prepare for an estimated $84 trillion generational wealth transfer.

Wells Fargo Advisors Financial Network Welcomes Twin Harbors Private Wealth On Long Island

By Amit Chowdhry ● May 13, 2026

Wells Fargo Advisors Financial Network announced the addition of two advisor teams on Long Island that have joined from Merrill Lynch to form Twin Harbors Private Wealth.

Raymond James Onboards $515 Million Kansas City-Based Advisor Team

By Amit Chowdhry ● May 13, 2026

Raymond James Financial announced that financial advisors Peter Braun and K.C. Hosey have joined First Investments & Planning at FNBO through the company’s Financial Institutions Division (FID). The advisors will provide investment and wealth management services through Raymond James Financial Services.

GoldenTree Asset Management: $602 Million CLO Expands GLM Strategy To More Than $21 Billion

By Amit Chowdhry ● May 13, 2026

GoldenTree Asset Management announced the closing of a $602 million collateralized loan obligation managed under its GLM strategy. The new CLO, named GoldenTree Loan Management US CLO 29, represents the 38th CLO issued under the firm’s GLM CLO platform and brings total issuance under the strategy to more than $21 billion.