Fortis Capital Advisors acquires Chicago-based father-daughter firm
New addition expands the RIA firm’s national footprint.
Tech tie-up aims to streamline wealth management data challenges
Surge Ventures is launching a new industry-focused data integration platform.
Digital investment platform Linqto to list on Nasdaq via SPAC
The transaction values the firm at $700 million and will drive growth.
Wealth Enhancement Group announces new leaders as client assets surpass $81B
BlackRock's former head of income investing is among the appointments.
Mesirow eyes organic growth, new products with strategy leader appointment
The firm's plans include further strategic hires and acquisitions.
Millennials are dipping into retirement savings for housing costs
Across generations, the costs of rent and mortgages are challenging.
Savvy Wealth adds advisor with focus on clients with real estate assets
The firm's latest recruit was previously with Prosperity.
Sanctuary Wealth hires former Wells Fargo, BNY Mellon Pershing veterans
Experienced leaders will help $30B AUM network expand.
Pegula-backed Bison Wealth attracts $750M Key Private Bank team
Boutique wealth manager has onboarded three teams so far in 2024.
AlphaTrAI hires fintech innovator as its new president
The firm continues to elevate its capabilities in AI-driven business solutions.