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1 week ago

Emigrant Partners Makes Strategic Move with Investment in Mutual Group for Enhanced Growth Emigrant Partners has announced a strategic investment in Mutual Group, aimed at expanding services and elevating growth in the independent advisor space.

Emigrant Partners Makes Strategic Move with Investment in Mutual Group for Enhanced Growth #USA #New_York #financial_advisors #Emigrant_Partners #Mutual_Group

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3 weeks ago

Northwestern Mutual Celebrates a Significant Growth in Barron’s Top 1,500 Advisors List Northwestern Mutual proudly announces a 35% increase in financial advisors featured on Barron’s Top 1,500 list, showcasing their commitment to excellence in wealth management.

Northwestern Mutual Celebrates a Significant Growth in Barron’s Top 1,500 Advisors List #USA #Milwaukee #Northwestern_Mutual #financial_advisors #Barron's_Top_1500

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4 weeks ago

Allworth Financial Unveils Women's Collective to Champion Women's Wealth and Leadership Allworth Financial has launched the Allworth Women's Collective to empower women to build wealth and enhance female leadership within the firm.

Allworth Financial Unveils Women's Collective to Champion Women's Wealth and Leadership #USA #financial_advisors #Folsom #Allworth_Financial #Womens_Collective

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1 month ago

Wedbush Wealth Management Partners with Wealthbox to Enhance Financial Advisory Services Wedbush Wealth Management has chosen Wealthbox as its enterprise CRM platform to improve advisor workflows and uphold compliance, enhancing client engagement.

Wedbush Wealth Management Partners with Wealthbox to Enhance Financial Advisory Services #United_States #Providence #Wealthbox #financial_advisors #Wedbush_Securities

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1 month ago

Thrivent's Ambitious Expansion: Plans to Hire 600 Financial Advisors by 2026 Thrivent is set to hire 600 financial advisors in 2026, continuing its growth strategy. This move aims to meet rising consumer demand for purpose-driven financial advice amid an industry talent shortage.

Thrivent's Ambitious Expansion: Plans to Hire 600 Financial Advisors by 2026 #USA #Minneapolis #financial_advisors #Thrivent #hiring_plans

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1 month ago

Praxis Solutions Unveils WealthHawk to Enhance Financial Advisors' Growth Strategies Praxis Solutions has introduced WealthHawk, an innovative platform designed to assist financial advisors in identifying crucial wealth transitions to foster organic growth.

Praxis Solutions Unveils WealthHawk to Enhance Financial Advisors' Growth Strategies #United_States #Praxis_Solutions #Newport_Beach #financial_advisors #WealthHawk

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1 month ago

Private Advisor Group Launches Fit to Serve Foundation to Enhance Advisor Wellbeing and Community Engagement Discover how Private Advisor Group's new charitable initiative, Fit to Serve, aims to enhance the wellbeing of financial advisors and positively impact their communities through targeted programs.

Private Advisor Group Launches Fit to Serve Foundation to Enhance Advisor Wellbeing and Community Engagement #USA #financial_advisors #Morristown #Private_Advisor_Group #Fit_to_Serve

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1 month ago

Concorde Investment Services Announces Exciting Relocation to Boca Raton, Florida Concorde Investment Services plans to move its headquarters to Boca Raton, Florida, in fall 2026, seeking to leverage South Florida's robust financial market and pro-business environment.

Concorde Investment Services Announces Exciting Relocation to Boca Raton, Florida #United_States #Boca_Raton #financial_advisors #Concorde_Investment_Services

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1 month ago

Sowell Management Teams Up with Altruist to Enhance Advisor Services Sowell Management announces a strategic partnership with Altruist to enhance custodial services for advisors, integrating AI tools for better client outcomes.

Sowell Management Teams Up with Altruist to Enhance Advisor Services #United_States #financial_advisors #North_Little_Rock #Sowell_Management #Altruist

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1 month ago

Concorde Investment Services Strengthens Its Platform by Welcoming KOA Financial Group Concorde Investment Services has announced the integration of KOA Financial Group into its platform, enhancing its financial advisory capabilities for high-net-worth individuals.

Concorde Investment Services Strengthens Its Platform by Welcoming KOA Financial Group #United_States #Ann_Arbor #financial_advisors #Concorde_Investment #KOA_Financial

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1 month ago

Beacon Pointe Advisors Expands Market Reach with $1.2B Acquisition of The Financial Advisors Beacon Pointe Advisors announces the strategic acquisition of The Financial Advisors, enhancing its operations in New England and overseeing $62 billion in total assets.

Beacon Pointe Advisors Expands Market Reach with $1.2B Acquisition of The Financial Advisors #United_States #Wealth_Management #Andover #financial_advisors #Beacon_Pointe

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2 months ago

Survey Reveals Commodities' Untapped Potential Among Financial Advisors in 2025 A recent survey highlights a significant under-allocation to commodities among U.S. financial advisors, despite strong performance in 2025. Education appears critical for wider adoption.

Survey Reveals Commodities' Untapped Potential Among Financial Advisors in 2025 #United_States #Philadelphia #financial_advisors #Aberdeen_Investments #commodities

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2 months ago

Integrity Welcomes Chris Cassidy as Senior Vice President to Drive Wealth Management Growth Integrity has appointed Chris Cassidy as Senior Vice President of Integrity Wealth, aiming to enhance wealth management and financial advisor support. Cassidy's experience is expected to drive significant growth.

Integrity Welcomes Chris Cassidy as Senior Vice President to Drive Wealth Management Growth #United_States #Dallas #financial_advisors #Integrity_Wealth #Chris_Cassidy

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2 months ago

Advisors Seek Enhanced Tech Education for Growth in Financial Services A recent study reveals that financial advisors are calling for improved technology and education support to achieve growth and meet client demands.

Advisors Seek Enhanced Tech Education for Growth in Financial Services #USA #New_York #Broadridge #financial_advisors #FSI

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2 months ago

Nominations Are Now Open for the 2026 Wealth Management Industry Awards Nominations for the 2026 Wealth Management Industry Awards are now open, celebrating innovation and excellence in financial advisory services.

Nominations Are Now Open for the 2026 Wealth Management Industry Awards #USA #New_York #Wealth_Management #financial_advisors #Wealthies

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2 months ago

Prizm Insurance Partners with Holistiplan for Streamlined Insurance Reviews for Advisors Prizm Insurance has formed a strategic partnership with Holistiplan, enhancing financial advisors' abilities to conduct insurance reviews effortlessly for better client coverage.

Prizm Insurance Partners with Holistiplan for Streamlined Insurance Reviews for Advisors #USA #Chicago #financial_advisors #Prizm_Insurance #Holistiplan

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2 months ago

Axxes Capital Releases Guide for Financial Advisors on Private Investments Axxes Capital has launched a comprehensive guide for financial advisors, aiding their access and understanding of private investments and market strategies.

Axxes Capital Releases Guide for Financial Advisors on Private Investments #USA #Coral_Gables #financial_advisors #Private_Investments #Axxes_Capital

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2 months ago

Indivisible Partners Appoints Pat Corry as Chief Revenue Officer to Drive Growth Indivisible Partners has appointed Patrick Corry as their new Chief Revenue Officer, aiming to enhance advisory recruitment and growth strategies.

Indivisible Partners Appoints Pat Corry as Chief Revenue Officer to Drive Growth #United_States #Clearwater #financial_advisors #Indivisible_Partners #Pat_Corry

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2 months ago

Prudential Advisors Utilizes AI to Transform Advisor Leads and Improve Client Engagement Prudential Advisors has enhanced its Advisor Leads program by integrating AI and data science, aiming to boost lead quality and conversion rates.

Prudential Advisors Utilizes AI to Transform Advisor Leads and Improve Client Engagement #United_States #AI #Newark #financial_advisors #Prudential_Advisors

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3 months ago

FMG Strengthens Leadership Team to Propel Growth and Innovation in Marketing Automation for Financial Advisors FMG has appointed new executives to enhance its marketing automation platform, aiming for better service for financial advisors and growth in wealth management.

FMG Strengthens Leadership Team to Propel Growth and Innovation in Marketing Automation for Financial Advisors #United_States #San_Diego #financial_advisors #FMG #Marketing_Automation

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3 months ago

Steward Partners' Momentous 2025: Nearly $4 Billion in New Assets Fuels Growth and Expansion In a remarkable year, Steward Partners added nearly $4 billion in client assets, driving nationwide expansion and providing enhanced support for advisors.

Steward Partners' Momentous 2025: Nearly $4 Billion in New Assets Fuels Growth and Expansion #USA #Wealth_Management #Stamford #financial_advisors #Steward_Partners

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3 months ago

The Great Wealth Transfer: Why Psychographics Are Key for Financial Advisors As $124 trillion shifts to the next generation, understanding psychographics is crucial for financial advisors to protect and grow assets effectively.

The Great Wealth Transfer: Why Psychographics Are Key for Financial Advisors #USA #New_York #financial_advisors #Psympl #Wealth_Transfer

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3 months ago

WealthManagement.com Rebrands as Wealth Management, Emphasizing Leadership in the Financial Advisory Industry WealthManagement.com has transitioned to the streamlined Wealth Management name, modernizing its identity while emphasizing its ongoing commitment to the financial advisory community.

WealthManagement.com Rebrands as Wealth Management, Emphasizing Leadership in the Financial Advisory Industry #USA #New_York #Wealth_Management #financial_advisors #Informa

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3 months ago

Exploring the Future of Wealth Management Through Envestnet's New Video Series on WealthTech Innovation Envestnet launches 'Inside WealthTech', a cutting-edge video series featuring insights from industry leaders, shaping the future of wealth management.

Exploring the Future of Wealth Management Through Envestnet's New Video Series on WealthTech Innovation #United_States #Envestnet #Berwyn #WealthTech #financial_advisors

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3 months ago

Wealth Enhancement Set to Expand Portfolio with AEGIS Financial Acquisition Wealth Enhancement announces its acquisition of AEGIS Financial, significantly boosting its client asset portfolio and expanding its services in Wisconsin.

Wealth Enhancement Set to Expand Portfolio with AEGIS Financial Acquisition #United_States #Minneapolis #financial_advisors #Wealth_Enhancement #AEGIS_Financial

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4 months ago

Guided Financial Strategies Shifts to Cetera After Over 20 Years with LPL Guided Financial Strategies, led by Rick Dickinson and Alan Hughes, transitions to Cetera after two decades with LPL, seeking growth and enhanced service.

Guided Financial Strategies Shifts to Cetera After Over 20 Years with LPL #USA #San_Diego #financial_advisors #Cetera #Guided_Financial_Strategies

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4 months ago

Envestnet's Latest Platform Enhancements Showcases a Commitment to Financial Advisors in 2025 Envestnet concludes a transformative year with significant advancements to its platform, ensuring greater personalization and efficiency for financial advisors.

Envestnet's Latest Platform Enhancements Showcases a Commitment to Financial Advisors in 2025 #United_States #Envestnet #Berwyn #WealthTech #financial_advisors

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4 months ago

United Planners Financial Services Partners with Priority Financial Group for Growth United Planners Financial Services announces a strategic partnership with Priority Financial Group, enhancing its advisor network and assets under management.

United Planners Financial Services Partners with Priority Financial Group for Growth #United_States #Scottsdale #financial_advisors #United_Planners #Priority_Financial_Group

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4 months ago

SEI Completes Strategic Investment in Stratos Wealth Holdings: A Step Forward in Financial Advisory Support SEI has successfully completed the first stage of its strategic investment in Stratos Wealth Holdings, enhancing support for financial advisors.

SEI Completes Strategic Investment in Stratos Wealth Holdings: A Step Forward in Financial Advisory Support #USA #SEI #financial_advisors #Oaks #Stratos_Wealth

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4 months ago

Christopher Gandy Takes the Helm as NAIFA President for 2026-2027 Term Christopher L. Gandy has been elected President of NAIFA, aiming to enhance inclusion and accelerate financial education in the profession.

Christopher Gandy Takes the Helm as NAIFA President for 2026-2027 Term #United_States #Washington,_D.C. #financial_advisors #Christopher_Gandy #NAIFA