Asset Management

Huntington Bank Taps Ameriprise To Run Retail Investment Program

By Amit Chowdhry ● Feb 5, 2026

Huntington Bank has selected Ameriprise Financial Services as its new provider of retail investment programs, shifting oversight of its retail brokerage, investment advisory, and insurance services from its bank-owned platforms to the Ameriprise Financial Institutions Group.

CAPTRUST Onboards $2.4 Billion Firm Meritage Portfolio Management Addition

By Amit Chowdhry ● Feb 5, 2026

CAPTRUST Financial Advisors has expanded its Kansas City footprint with the addition of Meritage Portfolio Management, a Kansas City-based wealth and investment management firm serving high-net-worth clients as well as retirement plans, endowments, and foundations.

Bitwise Launches Digital-Asset Model Portfolios For Financial Advisors

By Amit Chowdhry ● Feb 5, 2026

Bitwise, a crypto asset manager with more than $15 billion in client assets, has launched a suite of model portfolio solutions designed to help financial advisors allocate to digital assets through ETFs.

RISR Partners With Allworth Financial To Expand Business Owner Planning

By Amit Chowdhry ● Feb 5, 2026

RISR, a business owner engagement platform built for financial advisors, has struck a strategic partnership with Allworth Financial aimed at expanding business owner planning across Allworth’s national advisory platform. Under the collaboration, Allworth advisors will use RISR’s technology through a unified dashboard to help entrepreneurs navigate the full business lifecycle, spanning growth planning, valuation, succession planning, and exit preparation.

Brookfield Asset Management Names Connor Teskey As CEO

By Amit Chowdhry ● Feb 5, 2026

Brookfield Asset Management announced its board has appointed Connor Teskey as chief executive officer, formalizing a leadership transition at the global alternative asset manager as it reported record financial results for the quarter and year ended December 31, 2025.

Ares Reports Record U.S. Direct Lending Originations With $622 Billion AUM

By Amit Chowdhry ● Feb 5, 2026

Ares Management Corporation said its credit funds delivered record U.S. direct-lending origination activity in the fourth quarter and for the full year 2025, underscoring the scale of the platform, which ended 2025 with more than $622 billion in assets under management.

Envestnet Names Jonathan Linstra As Chief Growth Officer

By Amit Chowdhry ● Feb 4, 2026

Envestnet has appointed Jonathan Linstra as its first Chief Growth Officer, creating a new executive role that the company says formalizes the next step in a broader strategic evolution aimed at driving long-term value creation. Linstra will report to CEO Chris Todd and lead growth priorities across sales execution, revenue generation, and advisor engagement, with a mandate to unify the distribution strategy, strengthen pipeline discipline, and tighten go-to-market execution across Envestnet’s enterprise business and its Tamarac and MoneyGuide platforms.

Waverly Advisors Acquires Oregon Wealth Manager Pure Portfolios

By Amit Chowdhry ● Feb 4, 2026

Waverly Advisors, a federally registered investment adviser offering investment management, financial planning and wealth management services, has acquired Pure Portfolios, a Lake Oswego, Oregon-based wealth management firm, expanding Waverly into a new market in Oregon and deepening its footprint across the Pacific Northwest.

Midwest Wealth Advisory Firms Butler And Shore Group Plan Merger

By Amit Chowdhry ● Feb 4, 2026

Butler Associates Financial Planners and Shore Group Advisors announced their intent to merge, creating a single wealth advisory firm supported by Osaic, with more than $500 million in assets under management and a combined century of experience.

Prospera Financial Services: Paul Keeton Named As Chief Investment Officer

By Amit Chowdhry ● Feb 4, 2026

Prospera Financial Services has promoted Paul Keeton to chief investment officer, elevating an executive the firm said has been central to building its product platform and advisory offerings since joining in 2017.

Zocks And Wealth.com Launch AI Integration To Streamline Estate Planning Workflows

By Amit Chowdhry ● Feb 4, 2026

Zocks and Wealth.com have launched a new partnership and two-way integration to help financial advisors complete estate plans faster and improve the quality and personalization of the client experience.

Meyers Wealth Launches Independent Advisory Firm With Osaic, Bringing $285 Million In Client Assets

By Amit Chowdhry ● Feb 4, 2026

Meyers Wealth Management Group, a family-led advisory team serving primarily high-net-worth clients, has launched as a new independent registered investment advisory firm in Wenatchee, Washington, affiliating with Osaic and transitioning from LPL Financial with approximately $285 million in client assets.

New Jersey Weighs Up To $300 Million For Ardian ASF IX Infrastructure Secondaries Strategy

By Amit Chowdhry ● Feb 3, 2026

New Jersey’s Division of Investment is proposing a real assets commitment totaling up to $300 million to Ardian’s ASF IX Infrastructure secondaries platform, split between up to $150 million for Ardian Secondaries Fund (ASF) IX Infrastructure B, L.P., and up to $150 million for a co-investment sidecar vehicle alongside the fund. The proposal was presented to the State Investment Council in a memorandum dated January 22, 2026, with staff indicating they expected to discuss the investment at the Council’s January 28, 2026, meeting.

Raymond James Adds $1 Billion Maryland Advisor Team From Merrill Lynch

By Amit Chowdhry ● Feb 3, 2026

Raymond James has added a four-advisor team in Maryland to its employee advisor channel, bringing roughly $1 billion in client assets from Merrill Lynch as competition for experienced wealth talent continues to intensify across the industry.

Ensis Partners Launches New York Boutique Focused On Middle-Market Debt Restructuring

By Amit Chowdhry ● Feb 3, 2026

Ensis Partners, a newly formed independent financial advisory firm founded by Mark Buschmann and Richard Shinder, has launched in New York City, backed by institutional and high-net-worth investors. The firm is positioning itself as a specialist in complex debt restructurings and related strategic transactions for middle- and upper-middle-market companies.

Julius Baer Board Changes Set For 2026 AGM As Vice Chairman Steps Down

By Amit Chowdhry ● Feb 3, 2026

Julius Baer announced Vice Chairman Richard Campbell-Breeden will not seek re-election at the company’s 2026 annual general meeting and will retire from the board at that point, setting up a planned transition in the board’s leadership structure.

Picton Investments Launches Private Equity Fund With Morningside Capital

By Amit Chowdhry ● Feb 3, 2026

PICTON Mahoney Asset Management, operating as PICTON Investments, has launched the PICTON Morningside Private Equity Fund, marking the firm’s first private equity offering and expanding its alternatives platform into private markets.

Vanguard Targets More Than $500 Million in Investor Savings With Broad Fund Fee Cuts

By Amit Chowdhry ● Feb 2, 2026

Vanguard announced it is rolling out broad-based expense-ratio reductions across its fund lineup, projecting the changes will deliver more than half a billion dollars in investor savings in 2025 and 2026. The company said the latest round includes lower expense ratios for 84 mutual fund and ETF share classes across 53 funds, representing nearly $250 million in fee reductions expected in 2026.

Singapore Gulf Bank Launches Regulated Platform Linking USD And Stablecoins For Near Real-Time Settlement

By Amit Chowdhry ● Feb 2, 2026

Singapore Gulf Bank (SGB), a fully licensed bank backed by Whampoa Group and Mumtalakat, said it has launched what it described as a first-of-its-kind, regulated, bank-operated network that brings U.S. dollars and stablecoins together on a single platform, enabling near-real-time settlement and streamlining treasury workflows across regions.

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.