Asset Management

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.

Farther: $150 Million Series D Raised For Intelligent Wealth Management Platform

By Amit Chowdhry ● May 23, 2026

Farther, an intelligent wealth management platform, announced it has raised $150 million in Series D funding led by General Atlantic, with participation from existing investors.

Raymond James: $112 Million Advisor Larry Rolland Joins First Farmers Investment Group

By Amit Chowdhry ● May 23, 2026

Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Larry Rolland, CFP, to First Farmers Investment Group (FFIG) at First Farmers Bank & Trust. With the move, Rolland will provide clients with investment and wealth management services through Raymond James Financial Services.

Cetera: $176 Million AUA Team Allegiant Wealth Strategies Joins

By Amit Chowdhry ● May 23, 2026

Cetera announced that financial advisor Mark Yatros and his Michigan-based practice, Allegiant Wealth Strategies, have joined Cetera’s Summit Financial Networks community with approximately $176 million in assets under administration (AUA). Yatros previously spent nearly a decade affiliated with Commonwealth Financial Network before making the transition to Cetera Financial Group following an extensive year-long review of the independent broker-dealer landscape.

LPL: $1 Billion Firm Cebert Wealth Advisors Team Joins Platform

By Amit Chowdhry ● May 23, 2026

LPL Financial announced that the advisors of LPL Financial have joined the firm’s broker-dealer and Registered Investment Advisor platform from Ameriprise. The team from Cebert Wealth Advisors reported serving approximately $1 billion in advisory, brokerage and retirement plan assets.

Vanilla: Estate Planning Platform Expands To Carson Group’s 600+ Advisor Network

By Amit Chowdhry ● May 23, 2026

Vanilla announced a new partnership with Carson Group that will bring its estate planning platform to more than 600 advisors across Carson’s national network.

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.