Asset Management

Addepar: Wealth Management Technology Platform Launches Addison AI For Natural Language Portfolio Analysis

By Amit Chowdhry ● Mar 3, 2026

Addepar has launched Addison, a native AI experience embedded in its investment platform, enabling advisory firms to analyze portfolio data through conversational, natural-language queries. The rollout marks a significant step in the company’s broader strategy to deploy native AI and intelligent agents across the investment lifecycle.

Savant Wealth Management: $3.9 Billion Heritage Financial Deal Marks Largest Partnership To Date

By Amit Chowdhry ● Mar 3, 2026

Savant Wealth Management, a fee-only registered investment adviser, has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm overseeing $3.9 billion in assets under management, in the largest deal in Savant’s history. Heritage, founded in 1995 and headquartered in Westwood, Massachusetts, operates additional offices in Woburn and Rockland.

Alvarez & Marsal Establishes A&M Private Wealth Partners To Serve Ultra-High-Net-Worth Clients

By Amit Chowdhry ● Mar 3, 2026

Alvarez & Marsal announced the launch of A&M Private Wealth Partners, a registered investment advisor established as an independent affiliate of the global professional services firm. The new entity is designed to provide comprehensive family office services to entrepreneurs, multi-generational families and financial sponsor principals, aligning with the firm’s legacy as trusted advisors focused on value preservation and creation for complex businesses.

Fidelity Expands Alternative Investment Resources For Wealth Management Firms With New Model Portfolios And Education Program

By Amit Chowdhry ● Mar 3, 2026

Fidelity Investments announced the launch of two new suites of turnkey model portfolios focused on private markets, along with an expanded set of educational resources designed to support wealth management firms incorporating alternative investments into client portfolios.

Cerity Partners Expands Into Chicago And Southern California With Dual Mergers

By Amit Chowdhry ● Mar 3, 2026

Cerity Partners announced two mergers that expand its national footprint, adding teams in the Chicago area and Southern California as part of its continued growth in the independent wealth management space.

Magellan: $1.1 Billion Merger With Barrenjoey Capital Partners To Form Diversified Financial Services Group

By Amit Chowdhry ● Mar 3, 2026

Barrenjoey Capital Partners announced its intention to merge with ASX-listed Magellan Financial Group to create a diversified financial services company operating across public and private markets. The combined entity will provide corporate finance, fixed income, equities, research, and investment management support to clients.

Merchant Partners With IFC Advisors To Advance Purpose-Driven Wealth Management

By Amit Chowdhry ● Mar 3, 2026

Merchant, a global operating company providing growth capital and strategic resources to leading independent financial services firms, announced a partnership with IFC Advisors, a Los Angeles-based SEC-registered investment adviser managing approximately $2.5 billion in assets.

EP Wealth Onboards $300 Million Firm Thompson Wealth Management Deal

By Amit Chowdhry ● Mar 3, 2026

EP Wealth Advisors, a fee-only registered investment advisor, announced a partnership with Thompson Wealth Management that adds over $300 million in assets under management and deepens EP Wealth’s presence in Arizona.

Orion Announces Unified Managed Household Roadmap To Advance Household-Level Personalization

By Amit Chowdhry ● Mar 2, 2026

At its annual Ascent conference, Orion unveiled plans to significantly advance its Unified Managed Household strategy, expanding advisors’ ability to manage client assets across entire households within a single, coordinated framework. The enhanced Unified Managed Household service, set to launch in 2026, is designed to help advisors scale their practices more efficiently while delivering personalized, household-level guidance.

Choreo Buys Assets Of $110 Million Firm Insight Wealth Strategies

By Amit Chowdhry ● Mar 2, 2026

Choreo announced it has acquired the assets of Insight Wealth Strategies, an Irvine, Calif.-based registered investment adviser with approximately $110 million in assets under management. The transaction strengthens Choreo’s presence on the West Coast and adds deep CPA-driven planning expertise focused on entrepreneurs and business builders.

Wealthspire Launches Enhanced Family Office Platform

By Amit Chowdhry ● Mar 2, 2026

Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement, today announced the launch of Wealthspire Family Office. The move marks the next phase in the firm’s strategic evolution following its capital restructuring and integration initiatives last fall.