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- Indexed articles, last 90 days
- 237
- Latest publication
- Oct 1, 2026
- Outlet visibility, for InvestmentNews
- Top 1M sites
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- Jul 6, 2026
Latest articles
Cerity Partners adds Bay Area, Minneapolis, Atlanta firms in deal hat trick (opens the original)
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Cerity Partners has expanded its geographic reach in a big way, deepening its presence in the Bay Area and the greater Atlanta market, while at the same time adding a new market to its national footprint. The independent wealth firm, which currently reports over $206 billion in AUM, said Thursday that it is absorbing Palo Alto, California-based Cornerstone Capital and Minneapolis-area Echo Wealth Management, as well as Compass Wealth Management in the greater Atlanta market. The triple-deal anno
Advisor moves: $1.3B advisor team joins Wells Fargo FiNet practice in Ohio (opens the original)
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A seven-person UBS team overseeing $1.3 billion in client assets has left the wirehouse for Wells Fargo Advisors Financial Network. The Cullman/Holt Group, based in Dublin, Ohio, is led by managing director Jeff Cullman and senior vice president W. Bruce Holt. Financial advisor Ben Krajnak joins them, along with team administrator and senior registered client associate Connie M. Dennis, registered client associates Sol Gamertsfelder and Shannon Borton, and client associate Conor Holt. The group
Zocks debuts Claude plugin with seven skills for financial advisors (opens the original)
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Zocks wants Claude to do more than answer questions about an advisor's clients. It wants the AI model to finish the job. The San Francisco-based AI meeting assistant provider on Wednesday released the Zocks Advisor Intelligence plugin for Anthropic's Claude. The plugin bundles seven prebuilt skills that turn years of recorded client conversations into analyses and client-ready documents. The rollout comes roughly two weeks after Anthropic unveiled Claude for Financial Advisors, its suite of conn
SEC floats CFP route to accredited investor status, fund rules refresh amid private market push (opens the original)
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The Securities and Exchange Commission is weighing whether to let Certified Financial Planners, CFA charterholders and CPAs qualify as accredited investors, as well as expand rules governing performance-based fees and liquidity within certain interval fund structures. The idea is part of a broader federal push to move private-market strategies into funds sold to ordinary investors. On Wednesday, the commission voted to propose rule amendments that expand retail investor choice and promote innova
Wealth Enhancement agrees to buy $22B RWA Wealth Partners in family office play (opens the original)
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In what's sure to be one of the biggest RIA deals of the year, Wealth Enhancement has agreed to acquire RWA Wealth Partners, a Boston registered investment advisor with approximately $22.46 billion in client assets. The deal, which dwarfs the more modest tuck-ins that's driven the Minneapolis firm's rapid growth, arrives after reports that its own private equity owners have been shopping the business. The acquisition unveiled Wednesday would lift Wealth Enhancement to more than $187.1 billion in
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