Asset Management

Corastone Launches New Platform With Leading Institutions To Streamline Private Market Investing

By Amit Chowdhry ● Nov 11, 2025

Corastone has announced the launch of its private market investing platform (now live), featuring Apollo, Morgan Stanley, and a leading transfer agent providing integrated services. Franklin Templeton and KKR will join the platform next. The platform is designed to simplify access to private markets by connecting general partners, wealth managers, and fund administrators on a single digital infrastructure.

Citizens Private Bank Expands In Los Angeles With New Market Team

By Amit Chowdhry ● Nov 11, 2025

Citizens announced an expansion of its Private Bank in Southern California through the addition of a Los Angeles-based team and plans to open new private banking offices serving the Beverly Hills and South Bay communities. This move advances the bank’s strategy to deliver high-touch, holistic banking capabilities in regions with strong demand for customized financial services.

Citrin Cooperman Establishes First Nashville Office Through Addition Of KBFM Team

By Amit Chowdhry ● Nov 11, 2025

Citrin Cooperman Advisors announced the joining of partners and employees from KBFM, a Nashville-based business management and tax firm. The transaction marks Citrin Cooperman’s entry into the Nashville market and establishes its first physical office in the city. The move pushes the firm’s local headcount above 20 and reflects a long-term commitment to the region’s expanding economic landscape.

ICG: David Scudellari Appointed As Senior Advisor To Strengthen Canadian Client Partnerships

By Amit Chowdhry ● Nov 11, 2025

ICG announced the appointment of David Scudellari as Senior Advisor for Canada, as the global alternative asset manager continues to expand its client coverage across North America. Scudellari will be based in New York and report to Alan Isenberg, Global Head of Client Solutions. He will work closely with the Canada Client Solutions team, including Sunil Vaswani and Lauren Korosec, to deepen engagement with Canadian institutional investors.

Earned Expands Platform With Strategic Partnership With Dental & Medical Counsel

By Amit Chowdhry ● Nov 10, 2025

Earned announced a strategic partnership with Dental & Medical Counsel (DMC), a firm specializing in legal services for medical and dental professionals.

UBS: Daniel Holzer Joins Westport Office As Financial Advisor

By Amit Chowdhry ● Nov 10, 2025

UBS Global Wealth Management US announced that Daniel Holzer has joined the firm as a Financial Advisor in its Westport, Connecticut office. The office is managed by Market Director Jim Miller and it forms part of the broader Greater New York Market under Market Executive Mara Glassel.

Janney Expands Into Texas With Dallas Office And Addition Of West Haven Private Wealth

By Amit Chowdhry ● Nov 10, 2025

Janney Montgomery Scott has expanded into Texas with the opening of a new office in Dallas and the addition of the West Haven Private Wealth team. This move marks a significant step in the firm’s broader growth priorities across the region. Along with the new office, the firm announced that industry veteran Mark Giles has joined as Market Development Director to support continued expansion efforts in the state.

HB Wealth: Gina Martin Adams Named As Chief Market Strategist

By Amit Chowdhry ● Nov 10, 2025

HB Wealth announced the appointment of Gina Martin Adams as Chief Market Strategist as part of a broader enhancement of its investment leadership team. Adams will work alongside recently named Chief Investment Officer Joel Houck and newly appointed Deputy CIO Ford Donohue to guide the firm’s investment philosophy, market outlook, and portfolio strategy. The firm currently manages approximately $29 billion in assets.

World Investment Advisors Onboards $140 Million Firm TCG Wealth Management

By Amit Chowdhry ● Nov 10, 2025

World Investment Advisors announced the acquisition of TCG Wealth Management, a Nashua, New Hampshire-based wealth management firm with approximately $140 million in client assets. The firm will join Boston Harbor Wealth Advisors, which is a branch of World. The acquisition strengthens World’s regional expansion strategy in New England and further supports the growth of its advisor network in the region.

Arcmont Strengthens Investment Team With Three Senior Appointments

By Amit Chowdhry ● Nov 10, 2025

Arcmont Asset Management has announced the addition of three senior professionals to its investment team as the firm continues to scale its strategies and broaden its product offering in response to increasing investor demand and growing deal flow across Europe.

Wealthspire To Acquire RoundAngle Advisors

By Amit Chowdhry ● Nov 10, 2025

Wealthspire announced it has agreed to acquire RoundAngle Advisors, a registered investment advisory firm based in Red Bank, New Jersey. The acquisition supports Wealthspire’s continued focus on partnering with firms that share its emphasis on strong relationships, thoughtful long-term planning, and personalized financial guidance. Wealthspire currently manages or advises on more than $580 billion in assets across its platform.

YTS Wealth Management: Interview With Principal Advisor Nick Frazetta About The Advisory Service

By Amit Chowdhry ● Nov 10, 2025

YTS Wealth Management provides financial planning and investment advisory services. Pulse 2.0 interviewed YTS Wealth Management Principal Advisor Nick Frazetta to gain a deeper understanding of the firm.

Goldman Sachs Names 638 Managing Directors For 2025

By Amit Chowdhry ● Nov 9, 2025

Goldman Sachs announced that 638 employees across 54 offices have been appointed to the role of managing director, effective January 1, 2026. The announcement reflects one of the firm’s largest classes of managing director promotions to date and reinforces the company’s continued emphasis on leadership development and client service excellence across its global operations.

FIS Launches Asset Servicing Management Suite To Streamline Operations

By Amit Chowdhry ● Nov 9, 2025

FIS has launched the FIS Asset Servicing Management Suite, a comprehensive set of automated and integrated solutions designed to improve operational efficiency across the full range of asset servicing activities.

Bimini Capital Management Appoints Ashley Griffith To Board

By Amit Chowdhry ● Nov 9, 2025

Bimini Capital Management announced the appointment of Ashley B. Griffith as a Class I director, effective November 6, 2025. Griffith fills the board seat previously held by Frank E. Jaumot, who resigned in connection with his retirement after serving as a director since 2009. Jaumot had been involved with the company since its initial capital raise.

Merit Financial Acquires $715 Million Firm Mennenga Tax & Financial

By Amit Chowdhry ● Nov 8, 2025

Merit Financial Advisors has acquired Mennenga Tax & Financial, adding $715 million in assets and expanding its wealth management and tax planning capabilities for clients. The transaction strengthens Merit's presence in Wisconsin and supports its ongoing strategy of providing comprehensive financial guidance to high-net-worth individuals and families navigating complex financial decisions.

Brookfield Posts Record $30 Billion In Fundraising In Third Quarter

By Amit Chowdhry ● Nov 7, 2025

Brookfield Asset Management reported a record quarter with $30 billion in new capital raised during the period ending September 30, 2025. The firm, which manages more than $1 trillion in assets, stated that the influx of new capital contributed to a rise in fee-bearing assets to approximately $581 billion over the past year. The company announced that fee-related earnings increased to $754 million in the quarter, representing a roughly 17% rise compared to the same period last year.

World Investment Advisors Acquires $140 Million Firm TCG Wealth

By Amit Chowdhry ● Nov 7, 2025

World Investment Advisors has acquired TCG Wealth Management, a Nashua, New Hampshire firm overseeing approximately $140 million in client assets. The firm will join Boston Harbor Wealth Advisors, a branch of World Investment Advisors, expanding the organization’s presence across New England.

Aprio Wealth Management: Eric Flynn Appointed As Chief Wealth Officer

By Amit Chowdhry ● Nov 7, 2025

Aprio announced that Eric Flynn, CFA, CPA, has been named Chief Wealth Officer of Aprio Wealth Management in a newly established leadership role aimed at accelerating the firm’s strategic growth and further integrating its wealth advisory platform. Aprio is currently the 24th largest business advisory and accounting firm in the United States.

Edward Jones Expands Banking Solutions Through U.S. Bank Partnership

By Amit Chowdhry ● Nov 7, 2025

Edward Jones announced that it has reached significant milestones in advancing its banking strategy to provide clients with more comprehensive financial tools. The firm’s progress includes the nationwide rollout of its Edward Jones Everyday Solutions suite in partnership with U.S. Bank, along with continued steps toward establishing the proposed Edward Jones Bank.

Franklin Templeton Signs Partnership With Wand AI To Expand Enterprise Agentic AI Deployment

By Amit Chowdhry ● Nov 7, 2025

Franklin Templeton announced a multi-year strategic partnership with Wand AI to advance the use of agentic artificial intelligence across its global operations. The collaboration formalizes a progression from initial pilot programs to broad enterprise deployment, marking a significant advancement in the application of AI within the asset management sector.