Asset Management

&Partners Welcomes Noblewood To Growing Wealth Management Platform

By Amit Chowdhry ● Oct 13, 2026

&Partners added Noblewood Wealth Advisors, a Gurnee, Illinois-based wealth management practice focused on long-term financial planning, investment management, and client service.

Embarc Advisors: Interview With Senior Director And Head Of Strategic Finance Lance Geda About Fractional CFO Services

By Amit Chowdhry ● Oct 13, 2026

Embarc Advisors provides strategic finance and advisory services designed to help business owners improve financial visibility, prepare for growth, address operational challenges, and position their companies for future transactions. Its Strategic Finance practice works with clients on forecasting, financial analysis, performance management, and fractional CFO support. Pulse 2.0 interviewed Embarc Advisors Senior Director and Head of Strategic Finance Lance Geda to learn more about his background, how fractional CFO services work, and why growing companies often need more than traditional bookkeeping and tax support.

Association Of Independent Wealth Managers Singapore Names New Committee For 2026-2028 Term

By Amit Chowdhry ● Oct 12, 2026

The Association of Independent Wealth Managers Singapore announced its new committee for the 2026-2028 term, appointing six industry executives to leadership roles across the organization.

RBC BlueBay Names Hayley Lai Director Of Marketing For Asia-Pacific

By Amit Chowdhry ● Oct 12, 2026

RBC BlueBay Asset Management appointed Hayley Lai to the newly created role of Director of Marketing for Asia-Pacific.

Eastspring Investments Names Pierre-Julien Jandrain As Chief Risk Officer

By Amit Chowdhry ● Oct 12, 2026

Eastspring Investments appointed Pierre-Julien “PJ” Jandrain as Chief Risk Officer. Jandrain will be based in Singapore and will succeed Terence Lim.

B. Riley Securities Names Michael Masiuk Managing Director To Expand Technology, Media And Sports Advisory

By Amit Chowdhry ● Oct 12, 2026

B. Riley Securities appointed Michael Masiuk as Managing Director within its Investment Banking team, expanding the firm’s capabilities across growth capital, M&A advisory, and proprietary deal origination.

Ancient Capital Names Imran Ahmed As Chief Investment Officer And Sonya Li As Managing Director

By Amit Chowdhry ● Oct 12, 2026

Ancient Capital appointed Imran Ahmed as Chief Investment Officer and Sonya Li as Managing Director as the firm continues building out its asset management platform.

Canyon Partners Names Chris Hansen Partner And Chief Information Officer

By Amit Chowdhry ● Oct 12, 2026

Canyon Partners appointed Chris Hansen as Partner and Chief Information Officer as the $30 billion alternative investment manager continues expanding its technology and data capabilities.

LPL Financial Onboards $170 Million Firm Lakewood Wealth Management

By Amit Chowdhry ● Oct 12, 2026

LPL Financial announced that financial advisors Harrison Kennard, CFP, Charles Dobben, and Justin Pandy, CFP, of Lakewood Wealth Management have joined its broker-dealer and Registered Investment Advisor platforms.

Potomac Fund Management Launches Three New Initiatives After Surpassing $5 Billion In AUM

By Amit Chowdhry ● Oct 12, 2026

Potomac Fund Management announced three new initiatives spanning direct indexing, hedge fund investing, and financial-services branding as the firm expands beyond its traditional tactical asset management business.

MAI Capital Management Names Matt Barthel Managing Partner, Strategic Advisor Recruiting

By Amit Chowdhry ● Oct 12, 2026

MAI Capital Management appointed Matt Barthel as Managing Partner, Strategic Advisor Recruiting, adding a veteran industry executive to help expand the firm’s national financial advisor network.

BRG Adds Three Senior Markets Compliance Professionals To Financial Institution Advisory Practice

By Amit Chowdhry ● Oct 12, 2026

BRG expanded its Financial Institution Advisory practice with the addition of Managing Directors Conway Dodge and Michael Sullivan and Director Richard Patterson. All three are based in Washington, D.C., and join BRG’s dedicated Markets Compliance group.

SEI Opens Singapore Office To Support Growth Across Asia-Pacific Asset Management Market

By Amit Chowdhry ● Oct 12, 2026

SEI opened a new office in Singapore as part of its international growth strategy, expanding its presence into one of Asia-Pacific’s major financial centers.

OnePoint BFG Wealth Partners Adds Two Advisor Teams With About $235 Million In Combined AUM

By Amit Chowdhry ● Oct 12, 2026

OnePoint BFG Wealth Partners added two advisory teams representing approximately $235 million in combined assets under management, expanding the firm’s planning capabilities and presence in Florida and Georgia.

Edward Jones Developing AI-Powered Retirement Plan Management Center

By Amit Chowdhry ● Oct 12, 2026

Edward Jones is developing an AI-powered, end-to-end retirement plan management platform designed to help financial advisors serve business owners and their employees more efficiently.

Ironbark Financial Group Secures $255.9 Million Investment From Merchant Wealth Partners

By Amit Chowdhry ● Oct 12, 2026

Ironbark Financial Group secured a $255.9 million investment from Merchant Wealth Partners to support the next stage of the Australian financial services firm's growth.

Eaglebrook Launches Crypto Direct Indexing Platform With S&P Cryptocurrency Top 10 Equal Weight Index

By Amit Chowdhry ● Oct 12, 2026

Eaglebrook launched direct indexing capabilities for digital assets, enabling financial advisors to offer clients rules-based cryptocurrency portfolios through separately managed accounts.

Northwestern Mutual Launches Family Office Services For Clients With At Least $50 Million

By Amit Chowdhry ● Oct 12, 2026

Northwestern Mutual launched Family Office Services, an integrated offering designed to provide coordinated financial planning and wealth management services for ultra-high-net-worth clients. The service is designed for clients with at least $50 million in net worth.

Northern Trust Wealth Management Expands Family Office Solutions Team In New York

By Amit Chowdhry ● Oct 12, 2026

Northern Trust Wealth Management expanded its Family Office Solutions team in New York with the appointments of Robert Ludricks III as Managing Director, Northeast Region, and Olof Akesson as Investment Director.

Waterloo Capital Invests In Peachtree Financial Group And Opens Atlanta Office

By Amit Chowdhry ● Oct 12, 2026

Waterloo Capital invested in and partnered with Peachtree Financial Group, establishing Waterloo Capital Atlanta and expanding the registered investment adviser's presence in the Southeast.

Ambienta Adds 23 Hires To Expand European Investment And Portfolio Operations Platform

By Amit Chowdhry ● Oct 12, 2026

Ambienta expanded its senior leadership, investment, portfolio operations, investor relations, and corporate functions with 23 appointments over the past year as the European investment manager continues scaling its platform.

Sightline Wealth Management Names Oded Orgil As CEO And Mark Goodman As Chairman

By Amit Chowdhry ● Oct 12, 2026

Sightline Wealth Management appointed Oded Orgil as Chief Executive Officer and Mark Goodman as Chairman of the Board, strengthening its leadership team as the firm focuses on growth and execution.

Arc Mineral Royalties Appoints Integral Wealth Securities As Market Maker

By Amit Chowdhry ● Oct 11, 2026

Arc Mineral Royalties appointed Integral Wealth Securities to provide market-making services for the company's common shares, with the engagement designed to support orderly trading and enhance liquidity.

Octagon Credit Investors Names John Zilko As Head Of Investor Solutions And Business Development

By Amit Chowdhry ● Oct 11, 2026

Octagon Credit Investors appointed John Zilko as Head of Investor Solutions and Head of Business Development.

Rosenwald Private Wealth Joins Indivisible Partners, Forming $1.1 Billion Advisory Firm

By Amit Chowdhry ● Oct 11, 2026

Rosenwald Private Wealth joined Indivisible Partners, forming an independent advisory firm that manages about $1.1 billion in assets.

Shepherd Wealth Names Thomas Martin Director Of Defined Contribution

By Amit Chowdhry ● Oct 11, 2026

Shepherd Wealth appointed Thomas Martin as Director of Defined Contribution to lead the firm's newly established Defined Contribution department.

Pantheon Opens Abu Dhabi Office And Names Firas Mallah Head Of Middle East

By Amit Chowdhry ● Oct 11, 2026

Pantheon opened its first office in Abu Dhabi Global Market and appointed Firas Mallah as Managing Director and Head of Middle East. The new office expands Pantheon's global footprint to 13 locations across four continents.

Ares Invests More Than €1 Billion In Plenitude At €10.75 Billion Valuation

By Amit Chowdhry ● Oct 11, 2026

Ares Management participated in a reorganization of Plenitude's shareholding and governance structure that includes more than €1 billion of additional capital from Ares Alternative Credit funds.

Cerity Partners Adds $337 Million Firm Echo Wealth Management

By Amit Chowdhry ● Oct 11, 2026

Cerity Partners merged with Echo Wealth Management, adding approximately $337 million in assets under management and entering the Minneapolis market.

Steward Partners Adds More Than $2.2 Billion In Client Assets Across Six Advisor Teams

By Amit Chowdhry ● Oct 11, 2026

Steward Partners added six advisor teams representing more than $2.2 billion in combined client assets during the third quarter of 2026. Five of the teams joined through Steward's M&A channel, while one affiliated through its traditional model.