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22 results for “wealth management”
Steward Partners Named to InvestmentNews' 2026 5-Star RIA Firms List
Steward Partners, a financial services firm, was named to InvestmentNews' 2026 list of '5-Star RIA Firms', an industry recognition for wealth management firms serving high-net-worth clients.
Aug 5, 2026
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
Westwood Holdings Group announced monthly income distributions for three ETFs—MDST, WEEI, and YLDW—as part of its Westwood Income Series, positioning them as vehicles delivering income via dividends and options premiums.
Aug 5, 2026
FNZ offloads German bank to focus on wealthtech business
FNZ is divesting its German banking subsidiary to concentrate resources on its core wealthtech platform business.
Aug 4, 2026
Wealth Enhancement Announces Acquisition of Miramar Capital, an Independent RIA with Over $592 Million in Client Assets
Wealth Enhancement acquired Miramar Capital, an independent RIA with $592M in client assets, increasing its total client assets to $159.4B.
Aug 4, 2026
Morgan Stanley’s IPO after-party: a wealth management bonanza - Financial Times
Morgan Stanley's post-IPO strategic positioning in wealth management is framed as a high-growth opportunity leveraging AI-driven tools, though the article contains no substantive details about AI implementation, timelines, or performance metrics.
Aug 3, 2026
Cetera Names Torrance Chaplin and Sean Marrin Community Leaders within RIA & Branches Channel
Cetera, a financial services firm, appointed Torrance Chaplin and Sean Marrin as Community Leaders for its RIA and Branches channels to support advisor growth and success.
Jul 30, 2026
Wealth Enhancement to Acquire Cloud Investments, an Independent RIA with over $462 Million in Client Assets
Wealth Enhancement, a national independent wealth management firm, acquired Cloud Investments, an independent RIA with $462M in client assets, expanding its footprint to Alabama and increasing its total client assets to $158.9B.
Jul 30, 2026
Conquest integrates Shaping Wealth’s Lydia agent into advisor workflow
Conquest Planning and Shaping Wealth integrated Lydia—a behavioral science-based AI agent—into Conquest’s financial advisor workflow, enabling real-time behavioral insights during client interactions.
Jul 29, 2026
Rank bids to dismantle structural bariers to wealth creation for young Africans
Rank launched three new financial products—Money Circles, Tribe, and Perks—to address structural barriers preventing wealth creation among young Africans.
Jul 21, 2026
Wealth Enhancement Announces Acquisition of Trippon Wealth Management Group and Associated Tax Practice with over $299 Million in Client Assets
Wealth Enhancement acquired Trippon Wealth Management Group and its associated tax practice, adding over $299 million in client assets and bringing its total client assets to more than $158.5 billion.
Jul 16, 2026
Indivisible Partners Welcomes FMB Wealth Management to Its Growing Advisor Network
Indivisible Partners, an advisor-owned growth partnership, announced FMB Wealth Management—a California-based wealth management firm—joined its advisor network, positioning the move as expanding client capabilities.
Jul 15, 2026
Ty J. Young Shares Expertise on Selling an Annuity Practice on Midland National's Mic'd Up with Midland Podcast
A financial services podcast episode features Ty J. Young discussing annuity practice sales and advisor succession planning, with no AI or technology content despite being distributed in an AI technology feed.
Jul 15, 2026
Vikar Technologies taps Plaid for account funding and ID verification
Vikar Technologies, a fintech vendor serving community banks and credit unions, has partnered with Plaid to integrate account funding and identity verification capabilities into its unified financial services platform.
Jul 15, 2026
Cresset Names Dheeraj Soni as Chief Technology Officer
Cresset, a financial services firm, appointed Dheeraj Soni as Chief Technology Officer, citing his 30 years of leadership experience across multiple finance domains.
Jul 14, 2026
Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets
Wealth Enhancement acquired two wealth management firms, adding $993 million in client assets and bringing its total to $158.2 billion, signaling consolidation in the independent wealth advisory sector.
Jul 14, 2026
Standard Chartered integrates BlackRock's Aladdin into wealth platform
Standard Chartered has integrated BlackRock’s Aladdin Wealth platform into its myWealth Advisor system to enhance advisory and risk management tools for relationship managers.
Jul 13, 2026
Moneybox prepares for secondary share sale at £800 million valuation
Moneybox, a UK digital wealth management firm, is conducting a secondary share sale for employees valued at £45 million, implying a £800 million company valuation — a 45% increase since 2024.
Jul 13, 2026
HeirWealth switches on MCP server
HeirWealth launched an MCP server integrated into its wealth management platform to enable plain-language AI querying of consolidated client financial data by financial professionals.
Jul 10, 2026
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
Westwood Holdings Group announced monthly income distributions for three ETFs—MDST, WEEI, and YLDW—as part of its Westwood Income Series, positioning them as vehicles delivering income via dividends and options premiums.
Jul 9, 2026
SDR Ventures Advises Elk River Wealth Management on Partnership with AlphaCore Wealth Advisory
A financial services advisory firm announced a partnership between two wealth management firms, with no AI or technology product, deployment, or technical detail disclosed.
Jul 9, 2026
Hargreaves Lansdown appoints technology heads
Hargreaves Lansdown, a UK wealth management platform, appointed two new technology executives to senior leadership roles.
Published Jul 3, 2026 · Analyzed Jul 7, 2026
MDOTM Raises $27M Growth Equity Round Led by Expedition Growth Capital as AI Adoption Permeates the Asset and Wealth Management Industry - Business Wire
MDOTM, an AI-powered investment technology firm, raised $27 million in growth equity funding led by Expedition Growth Capital amid accelerating AI adoption across asset and wealth management firms.
Published Jun 30, 2026 · Analyzed Jul 7, 2026