Asset Management

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.

Saratoga Investment: Q2 AUM Rises To $1.15 Billion With $37.1 Million Of Net Originations

By Amit Chowdhry ● Oct 11, 2026

Saratoga Investment reported assets under management of approximately $1.15 billion at the end of its fiscal 2027 second quarter, up 2.1% sequentially and from $995.3 million a year earlier.

T. Rowe Price Launches Dynamic Emerging Markets Bond ETF

By Amit Chowdhry ● Oct 11, 2026

T. Rowe Price launched the T. Rowe Price Dynamic Emerging Markets Bond ETF, expanding its actively managed ETF lineup to 39 funds. The new ETF trades on Nasdaq under the ticker TDEM.

Curi Capital Completes Strategic Investment From The Vistria Group

By Amit Chowdhry ● Oct 11, 2026

Curi Capital completed its previously announced strategic investment from The Vistria Group, providing additional capital to support the growth of the national registered investment adviser. Curi Capital has more than $14 billion in assets under advisement.

Wendel Names Bénédicte Rabier As Chief Product Officer Of Wendel Investment Managers

By Amit Chowdhry ● Oct 11, 2026

Wendel appointed Bénédicte Rabier as Chief Product Officer of Wendel Investment Managers, effective October 1, 2026. Rabier will work closely with Cyril Marie, who recently joined Wendel's Executive Board.

New York Life Investment Management And Apogem Acquire Remaining Stake In Bow River Advisers

By Amit Chowdhry ● Oct 11, 2026

New York Life Investment Management and its private markets affiliate Apogem Capital acquired the remaining ownership interest in Bow River Advisers. The transaction builds on NYLIM's initial investment in Bow River Advisers in 2023.

Wells Fargo Advisors Recruits $410 Million Firm Strong Wealth Management

By Amit Chowdhry ● Oct 11, 2026

Strong Wealth Management Group joined Wells Fargo Advisors from UBS, bringing approximately $410 million in client assets to the firm's traditional employee brokerage channel, according to Barron's. The multi-generational team includes brothers Andrew Strong and Jonathan Strong, along with Christian Strong, Andrew's son.

Betterment Advisor Solutions Launches Unified Managed Accounts For RIAs

By Amit Chowdhry ● Oct 11, 2026

Betterment Advisor Solutions launched Unified Managed Accounts, expanding its portfolio management capabilities for registered investment advisers and giving advisors greater flexibility to create personalized, multi-strategy portfolios at scale.

Libretto Launches Insights Hub For Financial Advisors And Wealth Managers

By Amit Chowdhry ● Oct 11, 2026

Libretto launched Libretto Insights, a new educational hub featuring content and resources for financial advisors and wealth managers. The platform includes educational articles, webinars, podcasts, videos, interviews, news, and other thought leadership content focused on financial planning, investing, and risk management.

Cresset Names Joe Zidle As Chief Market Strategist

By Amit Chowdhry ● Oct 10, 2026

Cresset appointed Joe Zidle as Executive Managing Director and Chief Market Strategist, adding more than three decades of investment strategy and market experience to its multi-family office platform.

Redwood Investment Management Marks 10 Years Of ERB Model Portfolios

By Amit Chowdhry ● Oct 9, 2026

Redwood Investment Management is marking the 10-year anniversary of its Engineered Risk-Budgeted model portfolios, which combine public and private investments through the firm's RiskFirst framework. The ERB lineup currently includes five models designed to help financial advisors align portfolio construction with client expectations around market participation, income, and downside risk.

Wealthspire Launches Sports & Entertainment Practice With Approximately $2.88 Billion In AUM

By Amit Chowdhry ● Oct 9, 2026

Wealthspire launched Wealthspire Sports & Entertainment, a dedicated wealth management practice serving professional athletes, entertainers, creators, and other clients with complex financial needs. The practice oversees approximately $2.88 billion in assets under management and serves more than 200 ultra-high-net-worth clients, families, and institutions.

Altruist Adds Donor-Advised Funds To Wealth Management Platform

By Amit Chowdhry ● Oct 9, 2026

Altruist added donor-advised funds to its wealth technology and custody platform, enabling financial advisors to open, fund, invest, and manage charitable accounts without moving clients into a separate system.

Creative Planning Names Ovi Vitas Chief Marketing Officer

By Amit Chowdhry ● Oct 9, 2026

Ovi Vitas joined Creative Planning as Chief Marketing Officer, adding an experienced digital and growth marketing executive to the wealth management firm's leadership team.

Aspen Standard Wealth Acquires Over $1 Billion Firm Cullen Investment Group

By Amit Chowdhry ● Oct 9, 2026

Aspen Standard Wealth acquired Cullen Investment Group, a Lafayette, Louisiana-based registered investment adviser with more than $1 billion in assets under management. Cullen was founded in 1986 and operates as an independent, full-service wealth management firm.

BakerAvenue Wealth Management Receives Strategic Investment From Constellation Wealth Capital

By Amit Chowdhry ● Oct 9, 2026

BakerAvenue Wealth Management received a strategic minority investment from Constellation Wealth Capital to support the firm’s next phase of growth. BakerAvenue manages $6.3 billion in assets and provides integrated wealth management, concentrated stock management, tax preparation, estate planning, and corporate trustee services.