2+ day, 1+ hour ago   (536+ words) Chicago-based Arete Wealth, Inc. has moved to formalize its capital markets ambitions, launching a standalone investment banking division and tapping a two-decade veteran of the sector to run it. The new unit, Arete Capital Partners, will operate as a dedicated…...

2+ day, 15+ hour ago   (796+ words) Amid a barrage of fintech announcements in the lead-up to the hotly anticipated Future Proof Festival next week, Vanilla, SS&C and FinTurk rolled out a raft of AI-driven upgrades aimed at reducing the manual work advisors do to spot…...

3+ day, 18+ hour ago   (482+ words) Orion Advisor Solutions is giving individual financial advisors direct access to the same trading and rebalancing engine that powers its largest institutional clients, the Omaha-based wealthtech firm said Tuesday, as more RIAs push to let advisors manage client portfolios themselves…...

3+ day, 16+ hour ago   (481+ words) RIA startup Savvy Wealth has raised a $100 million Series C round led by the Halo Fund as the firm passes $9 billion in client assets under management. The latest investment gives Savvy a $600 million valuation and over $200 million in total funding…...

3+ day, 21+ hour ago   (570+ words) Hightower Advisors has moved another of its existing partner firms into its fully integrated national practice, announcing the latest addition to its fast-growing Hightower Signature Wealth arm. In the deal announced Wednesday, Hightower is folding Boston Hill Advisors, a member…...

4+ day, 12+ hour ago   (776+ words) A San Francisco fintech company is betting that wealth management firms want more than AI-generated insights - they want AI that can actually run the operation. Feathery has unveiled Robin, an AI operations assistant designed to let insurance, wealth management, and…...

4+ day, 20+ hour ago   (490+ words) Prime Capital Financial has opened a dedicated endowments and foundations practice, hiring Mark Hays away from Glenmede to serve as its president. "Endowments and foundations deserve a true partner who can match institutional-caliber expertise with real personal attention, and we've…...

1+ week, 1+ day ago   (738+ words) Maridea Wealth Management has expanded its footprint in the Northeast with a landmark acquisition. The Brooklyn, New York-based RIA announced this week that it has acquired Pultro Financial Management, a New Britain, Pennsylvania-based independent practice specializing in behavioral finance and…...

1+ week, 3+ day ago   (443+ words) A Colorado Springs-based registered investment advisor has extended its national footprint into the Pacific Northwest, acquiring a Portland, Oregon wealth management practice with roughly $224 million in client assets as part of a succession-driven transaction that reflects the accelerating pace of…...

1+ week, 3+ day ago   (647+ words) Wealth management compliance vendor Archive Intel has struck a partnership with Zocks, the privacy-focused AI notetaking platform, to help advisory firms review and store records generated by AI meeting assistants before regulators come knocking. The new integration routes transcripts and…...