Leo Almazora

The Kansas-based RIA has added an SBL solution for its 500 advisors, expanding beyond investments to address client liquidity needs

Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.

Morningstar Wealth partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to give advisors a multi-manager private markets solution.

New Preferred Partner Program lets third-party asset managers offer tax-managed separately managed account strategies through Franklin's platform.

New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.

Meanwhile, Dynasty partner RIA SageSpring adds five advisors to its equity ownership stack, and NewEdge Wealth continues its expansion in Nashville.

The new AI workspace rollout promises to automate the full advisor workflow just as third-party tools wage a turf war for central control of wealth firms' tech stacks.

The Massachusetts-based wealth tech firm announced the quick AUM milestone just as it leans harder into AI with a recently appointed leader.

UBS also expanded in the Southeast with six advisors overseeing more than $2 billion, while Osaic lured a $300 million family-led practice from Wells Fargo's FiNet.

New research confirms the active ETF wave is accelerating — but not every product will survive the shakeout.