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Newsmakers

Breaking news across the wealth management industry

Summit Takes Minority Stake In $1.2 Billion New Jersey RIA

Summit Invests In Fellow Merchant-Backed Signet Financial Management

By Jeff Berman

/ 19 Mar 2026

Summit Takes Minority Stake In $1.2 Billion New Jersey RIA

Wealth Enhancement Buys $6.7 Billion Oregon RIA And Affiliated Firm

The Addition Of Portland-Based H Group And FocusPoint Solutions Increases Wealth Enhancement’s Client Assets To Over $142.6 Billion.

By Jeff Berman

/ 5 Mar 2026

Wealth Enhancement Buys $6.7 Billion Oregon RIA And Affiliated Firm

Sowell Management Adds Altruist As Custodial Partner

Partnership Intended To Add AI And Technology Capabilities To Sowell

By WSR Newsroom

/ 3 Mar 2026

Sowell Management Adds Altruist As Custodial Partner

Integrated Partners Launches Private Wealth Brand With A Business-Owner Focus

Led By Homer Smith, Integrated Private Wealth Focuses On Guiding Clients Through Liquidity Events

By Jeff Berman

/ 25 Feb 2026

$1 Billion Seven Bridges Launches And Joins NewEdge From Ameriprise

Firm Seeks To Enhance Services, Technology And Solutions Flexibility

By WSR Newsroom

/ 25 Feb 2026

$1 Billion Seven Bridges Launches And Joins NewEdge From Ameriprise

Sagient Names Pete Alliegro As Chief Investment Officer

Alliegro Tasked To Strengthen The Firm’s Investment, Risk Management And Financial Planning Capabilities

By WSR Newsroom

/ 24 Feb 2026

Sagient Names Pete Alliegro As Chief Investment Officer

Jeffrey Sheftic Joins World Investment Advisors As Chief Growth Officer

Previous CGO Mike Woods Moves To EVP Of Corporate Development For World Insurance

By WSR Newsroom

/ 19 Feb 2026

Jeffrey Sheftic Joins World Investment Advisors As Chief Growth Officer

Ascentis Wealth Management Adds Dallas-Based Ascentis Family Wealth

Leader Of Newly Launched Firm Takes Equity Stake In Ascentis Wealth Management

By WSR Newsroom

/ 19 Feb 2026

Ascentis Wealth Management Adds Dallas-Based Ascentis Family Wealth

Sowell Management Names Vincent Gimarelli As Chief Development Officer

Former AssetMark Executive To Focus On Growth Strategy, Including M&A

By WSR Newsroom

/ 18 Feb 2026

Sowell Management Names Vincent Gimarelli As Chief Development Officer

Cerity To Merge With Verus Investments

Verus Serves Clients With $1.2 Trillion In Assets

By Jeff Berman

/ 13 Feb 2026

Bluespring Buys $2.3 Billion Massachusetts RIA

The Addition Of Plymouth-Based SHP Financial Represents An Expansion In New England For The Kestra Subsidiary.

By Jeff Berman

/ 11 Feb 2026

Bluespring Buys $2.3 Billion Massachusetts RIA

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth

Fox-Foley Tasked With Advancing The Firm’s Growth Priorities, Brand Strategy And Affiliate Support

By WSR Newsroom

/ 4 Feb 2026

Fox-Foley Tapped To Lead Marketing At Sanctuary Wealth