Asset Management

Patria Investments Buying WP Global Partners, Adding $1.8 Billion In Fee-Earning AUM

By Amit Chowdhry ● Feb 2, 2026

Patria Investments announced it has agreed to acquire WP Global Partners, a U.S.-based private equity solutions manager focused on the lower middle market, in a move aimed at deepening Patria’s North American footprint and strengthening its middle-market primary, secondary, and co-investment capabilities.

Ritholtz Wealth Management Expands Employee Ownership In Succession Plan To Stay 100% Independent

By Amit Chowdhry ● Jan 31, 2026

Ritholtz Wealth Management has rolled out an employee-led succession plan that expands equity ownership to more employees and formalizes a next-generation leadership structure while keeping the registered investment adviser fully independent and free of outside capital.

OneSeven Adds CFO, Compliance Chief, And New Advisor Advocate Role As AUM Climbs Past $8.6 Billion

By Amit Chowdhry ● Jan 31, 2026

OneSeven, a national registered investment advisor, announced it has expanded its executive leadership team with three senior hires to support continued growth and improve the day-to-day experience for its partner advisory firms. The firm also named Brian Bunker as Advisor Advocate, Betsey Saffar as Chief Financial Officer, and John Carey as Chief Compliance Officer. The additions come as OneSeven reports that it has grown assets under management from about $3.5 billion to more than $8.6 billion over the past year.

Eton Solutions: Interview With Executive Chairman Satyen Patel About The Wealth Management Platform

By Amit Chowdhry ● Jan 31, 2026

Eton Solutions is a wealth management technology company with an ERP platform called AtlasFive. It is an integrated AI-based wealth management platform that serves wealth owners and institutional investors such as family offices and private equity firms, and ultra-high-net-worth individuals with complex assets, across multiple jurisdictions and multi-currency. For these wealth-owners and PE firms, the solution unifies data, streamlines workflows, offers portfolio insights, reporting, and more in one system. Pulse 2.0 interviewed Eton Solutions Executive Chairman Satyen Patel to gain a deeper understanding of the company.

Charles Schwab Announces Executive Transitions For July 2026

By Amit Chowdhry ● Jan 30, 2026

The Charles Schwab Corporation announced it will implement a series of executive leadership changes on July 1, 2026, including two planned retirements and several organizational updates intended to align banking, wealth advisory, technology, operations, and data functions more closely with the firm’s client-facing priorities.

Bluespring Wealth Partners Onboards $600 Million Firm Coghill Investment Strategies

By Amit Chowdhry ● Jan 29, 2026

Bluespring Wealth Partners, an acquirer of registered investment advisors and wealth management firms, has partnered with Coghill Investment Strategies, adding the Pittsburgh-based advisory firm to its network of independent partner firms. Financial professionals at Coghill Investment Strategies oversee approximately $600 million in assets under management.

Insigneo Teams With Karta To Launch Global Charge Card For International Clients With U.S. Assets

By Amit Chowdhry ● Jan 29, 2026

Insigneo, an international wealth management firm headquartered in Miami, announced a partnership with fintech startup Karta to launch a co-branded global charge card for high-net-worth international clients holding U.S.-based assets. The companies said the agreement gives Insigneo exclusive rights as the first wealth management firm to offer a co-branded charge card with Karta, positioning the launch as part of Insigneo’s broader push to add new tools and services tailored to cross-border clients.

Stifel Scales Wealth Platform As Fee-Based Assets And Client Balances Hit New Highs

By Amit Chowdhry ● Jan 29, 2026

Stifel Financial reported continued progress in its wealth management strategy in 2025, pointing to advisor growth, rising fee-based assets, and record client asset levels as key drivers in its Global Wealth Management business. The company said Global Wealth Management delivered record fourth-quarter net revenues of $933.2 million, up from $865.2 million a year earlier, as higher asset management revenue, improved client activity, and balance-sheet growth supported results. Pre-tax net income for the segment totaled $330.1 million for the quarter.

Fidelity To Launch First Stablecoin Fidelity Digital Dollar (FIDD) For Retail And Institutional Investors

By Amit Chowdhry ● Jan 29, 2026

Fidelity Investments announced it will launch its first stablecoin, Fidelity Digital Dollar (FIDD), expanding its digital asset investment lineup with a fiat backed token designed to maintain a one dollar value per unit. The company said FIDD will be issued by Fidelity Digital Assets, National Association, with availability for retail and institutional investors expected in the coming weeks.

Osaic: $164 Million Advisor Chris Livingston Joins

By Amit Chowdhry ● Jan 29, 2026

Osaic announced that financial advisor Chris Livingston has affiliated with the firm and joined Oakfield Wealth Management Group, an Osaic-affiliated team led by Private Wealth Advisor Anthony Macaluso. Livingston, who is based in Brooklyn, New York, brings approximately $164 million in assets under administration and more than 25 years of industry experience to the platform.

Raymond James Unveils ‘Rai,’ A Proprietary AI Operations Agent For Internal Q&A And Process Support

By Amit Chowdhry ● Jan 29, 2026

Raymond James has launched a proprietary digital AI operations agent called Rai, expanding the firm’s long-term artificial intelligence strategy with a new internal tool designed to deliver fast, curated answers to operational questions. The agent uses natural language processing and generative AI to respond in plain language, drawing on multiple Raymond James knowledge bases and adapting over time based on user activity and preferences.

NewEdge Advisors Adds $1.4 Billion ClearTrust Wealth Advisors Team In Tennessee

By Amit Chowdhry ● Jan 29, 2026

NewEdge Capital Group announced ClearTrust Wealth Advisors has affiliated with NewEdge Advisors, bringing a 24-person team and approximately $1.4 billion in client assets to the firm’s growth-oriented registered investment advisor platform. ClearTrust is based in Franklin, Tennessee, and joins from Ameriprise Financial, where the team managed the assets prior to the move.