WealthManagement Edge

Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms merge to create $750 million AUM Wellington Wealth, a 10-person team leaves Ameriprise for OneSeven and NewEdge Wealth adds to Bay Area office.

As the RIA space has become more professionalized, so has the organizational design of top firms.

Also, Vise introduces AI-powered workflow; SEI updates portal, tools; a new report finds that API security incidents are rising in financial services and more.

A new entrant into the growing DAF-related advisortech space is leaning into community to set them apart.

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.