Wealthtech Dimple Shah Joins Humanity Labs As Managing Director, Wealth In The Newly Created Position, The Ex-Osaic Exec Will Work With Wealth Management Firms To Use The Startup’s AI-Powered Digital Workforce. By Jeff Berman / 25 Jun 2026
Newsmakers Baird Picks Up $508 Million Minnesota Advisor Team From RBC The Kashian Karels Group Has Joined Baird’s Wealth Management Office In Edina, Minnesota. By Jeff Berman / 24 Jun 2026
Wealthtech Gridline Expands Private Markets Benchmarking With Hamilton Lane Integration Gridline Uses Hamilton Lane’s Private Markets Data To Enhance Its AltComply AI-Based Diligence Tool By Jeff Berman / 23 Jun 2026
Newsmakers Sanctuary Wealth Recruits $350 Million Morgan Stanley Breakaway Pierstone Wealth Management To Leverage Sanctuary’s Partnered Independence Model To Expand Business Servicing The LGBTQ+ Community By WSR Newsroom / 22 Jun 2026
Upmarket Is Your Firm Over-Trading Because Technology Makes It Easy? Five Keys To A Trading Governance Framework By WSR Newsroom / 22 Jun 2026
Newsmakers Seven Bridges Wealth Advisors Adds Former Edward Jones Advisor Jon Connell Will Lead Seven Bridges’ Saratoga Springs Office By WSR Newsroom / 22 Jun 2026
Newsmakers Former $725 Million JPMorgan Advisor Joins Genesis Wealth Alan Feutz To Operate Out Of New Genesis Office That Establishes Firm’s Presence In Chicago’s North Shore By WSR Newsroom / 22 Jun 2026
Newsmakers Waverly Advisors Acquires $3 Billion Pittsburgh Trust Company Waverly’s Purchase of Smithfield Trust Company Expands The Firm’s Trust Service Business. By Jeff Berman / 18 Jun 2026
Investment Solutions Morningstar Investment Conference 2026: Key Takeaways Bull Case For AI Valuations And Geopolitics Of Ukraine, Iran And China By Chris Latham / 18 Jun 2026
