Ritholtz Wealth has expanded its ownership to 29 employees as co-founders Barry Ritholtz and Josh Brown execute a long-term ...

The 24-person ClearTrust Advisors team expands NewEdge’s presence in the Nashville market.

Mr. Rogers will oversee energy policy, infrastructure, environmental stewardship, and installation management for the ...

P10, Inc. (NYSE: PX), ('P10” or the 'Company”), and Bonaccord Capital Partners ('Bonaccord”), today announced a new collaboration with CAIS, the leading alternative investment platform for financial ...

NewEdge Wealth Advisors adds 31-person teams from Ameriprise Financial and Raymond James, bringing $1.94 billion in client assets ...

UNITED STATES, CO, UNITED STATES, January 13, 2026 / EINPresswire.com / — EXTRACT ADVISORS announced that its core discretionary management platform, powered by its proprietary quantitative engine, ...

Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced its partnership with wealth management firm Coghill Investment Strategies. Through this ...

Private equity, real estate, and venture capital stand out as favored strategies, even as views on private credit turn more ...

Carson Group manages over $55 billion* in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For ...

Angeles Wealth Management acquires XO Capital to launch Angeles Family Office (AFO), a fully integrated solution for ...

Wisdom Family Office (Wisdom Group), a multi-family office providing institutional-grade solutions to ultra-high-net-worth ...

Bartlesville-based Legacy Capital Private Wealth Management Group of Wells Fargo Advisors has been recognized by Forbes as a ...