Asset Management

Lazard Asset Management: Gordon McKemie Named As Managing Director And Head Of Leveraged Loans And High Yield

By Amit Chowdhry ● Feb 7, 2026

Lazard Asset Management has named Gordon McKemie managing director and head of leveraged loans and high yield, adding a senior hire as the firm builds out its credit franchise.

Summit Wealth Merges With $470 Million Firm Premier Private Wealth To Expand Tennessee Footprint

By Amit Chowdhry ● Feb 7, 2026

Summit Wealth Group, an independent registered investment advisory firm, has merged with Premier Private Wealth, a Nashville-based wealth manager with $470 million in assets under management. The transaction lifts Summit’s total assets under management to approximately $3 billion and expands the firm’s presence in Tennessee.

Sanctuary Wealth: Marissa Fox-Foley Named As Chief Marketing Officer

By Amit Chowdhry ● Feb 6, 2026

Sanctuary Wealth has appointed marketing executive Marissa Fox-Foley as chief marketing officer, tasking her with leading the firm’s enterprise marketing strategy as it looks to strengthen its brand and expand marketing support for its Partner Firms.

Carson Group Acquires Carson Wealth Milton And Integrates Atlanta Office To Expand Georgia Footprint

By Amit Chowdhry ● Feb 6, 2026

Carson Group announced it has fully acquired its Carson Wealth location in Milton, Georgia, building on what it described as a long-standing partnership with Managing Partner and Wealth Advisor G.C. Lewis. The Omaha, Nebraska-based wealth advisory firm said it manages more than $55 billion in assets under management and that the Milton team reported about $218 million in advisory and brokerage assets.

EP Wealth Expands In New Mexico With $390 Million Firm LongView

By Amit Chowdhry ● Feb 6, 2026

EP Wealth Advisors, a fee-only registered investment advisor, has partnered with LongView Asset Management, extending EP Wealth’s Southwest footprint with an expanded presence in Santa Fe, New Mexico. The addition brings more than $390 million in assets under management to EP Wealth, which said the move strengthens its ability to serve families across the state.

FMG: Wealth Management Marketing Platform Acquires Testimonial iQ

By Amit Chowdhry ● Feb 6, 2026

FMG, an all-in-one marketing platform for wealth management enterprises, financial advisors, and insurance professionals, said it has acquired Testimonial iQ, an online reputation management platform built for the wealth management industry.

Alphathena: Direct Indexing Platform Partners With Evergreen Wealth

By Amit Chowdhry ● Feb 6, 2026

Alphathena, an AI-enhanced direct indexing platform for wealth management firms and advisors, has struck a strategic partnership with Evergreen Wealth, an AI-powered registered investment advisor founded by fintech entrepreneur Bill Harris.

Edward Jones: Venture Arm Invests In AI Tools For Estate Settlement, Long-Term Care, Equity Grants, And Business Owners

By Amit Chowdhry ● Feb 6, 2026

Edward Jones Ventures announced it is entering its second year with new investments in technology platforms aimed at helping families and financial advisors navigate complex financial milestones, including estate settlements, long-term care planning, equity compensation, and business ownership. The firm framed the push as a response to more complicated client needs amid what it cited as a $124 trillion wealth transfer now underway.

Dynasty Financial Partners: Wealth Management Platform Closes Minority Capital Raise

By Amit Chowdhry ● Feb 6, 2026

Dynasty Financial Partners announced it has closed a minority capital raise, backed by a broad group of stakeholders, including employees, clients, and resource partners, as well as several long-standing investors and members of its board. The investor group includes The Charles Schwab Corporation, BlackRock, J.P. Morgan Asset Management, Abry Partners, Glick Family Office, and Dynasty Chairman Harvey Golub, as well as various clients. Fortress Investment Group participated as a new investor. Dynasty said the transaction represents its sixth capital raise since the firm’s founding in 2010.