Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Citizens Financial Adds $1.2B Team
By Rob BurgessWebber Wealth Partners, based in Southern California, was previously with Comerica Bank Private Wealth.
October 28, 2026
Schwab Adds AI Tools as Claude for Advisors Goes LiveThe financial services firm says it's the first RIA custodian to bring the Anthropic assistant to independent advisors.
October 26, 2026
RBC Wealth Adds $1B Group From UBSThe Nepa/Susco Team, based in Pennsylvania, specializes in wealth planning.
October 26, 2026
11 Ways to Gauge How Clients Handle RiskHow do they react when faced with real-life financial uncertainty?
October 26, 2026
55ip Expands UMA Offerings for RIAsThe fintech is offering model portfolios and SMAs with products from J.P. Morgan Asset Management and BlackRock.
October 23, 2026
AmeriFlex Group Adds 17 Advisors With $1.4B in Q3CEO Thomas Goodson says the RIA's SuccessionFully platform helps advisors monetize their practices.
October 22, 2026
6 SEC Rules That Could Pass by Year-EndSome proposals released in 2026 affecting the advisory industry won't get through, but others stand a good chance.
October 19, 2026
Janney Adds $3.5B Houston OfficeThe advisors who joined the wealth management firm were all previously affiliated with Raymond James.