401GO, a leading fintech-driven 401(k) provider, is expanding its service ecosystem with the launch of GoConnect, a program designed to match 401(k) plan sponsors with financial advisors. The move underscores the growing recognition that personalized guidance can significantly boost retirement outcomes. While financial advisors remain 401GO’s primary distribution channel, the platform also supports companies establishing…
Osaic just made a big play in the wealth management space—officially sealing the deal to acquire CW Advisors, a Boston-based registered investment advisor (RIA) managing $14.5 billion in fee-only client assets. The move, announced today, folds 150 professionals across 18 offices into Osaic’s growing network, while letting CW Advisors keep its brand, service model, and operational independence.
In a move that blends personal legacy with financial strategy, wealth management platform Osaic has announced the affiliation of PATH Financial Partners, a newly launched firm spearheaded by veteran advisor Jason Oestreicher, CFP®. The Fort Lauderdale-based firm comes aboard with $125 million in assets under administration (AUA), and a clear niche: serving the unsung backbone of Florida—the public workforce.
In a move poised to reshape how wealth managers offer banking services, Fispoke, the modern WealthTech and banking platform, has announced a strategic partnership with Bell Bank, one of the country’s largest privately held banks. The collaboration marks Bell Bank’s first full integration into the Fispoke ecosystem, unlocking direct access to premium banking products for financial advisors and their clients—all within a single digital platform.
Cary Street Partners, a leading independent wealth management firm, announced the acquisition of IFS Advisors, Inc., a respected Sarasota-based firm led by seasoned financial advisor Daniel J. Wolff. This strategic move marks Cary Street Partners’ 20th office nationwide and solidifies its expansion in Florida with a second location, complementing its Tampa office.
At Finovate, Covet.Life made waves by introducing its cutting-edge platform, designed to address the critical challenges of estate asset management. With its AI-powered technology, Covet offers Registered Investment Advisors (RIAs) a revolutionary way to not only retain but grow their Assets Under Management (AUM) by proactively engaging with clients’ heirs and providing a comprehensive, transparent view of their estate.
Richard S. Brown, CEO and Chairman of JNBA Financial Advisors, has been named the top advisor in Minnesota for the second consecutive year in the Forbes Best-in-State Top Wealth Advisors High Net Worth list. This prestigious recognition highlights his leadership in providing expert wealth management services and the firm’s impressive client retention.
Modera Wealth Management, a fee-only RIA firm serving individuals, families, business owners, and non-profits, has achieved a major milestone being ranked second on USA TODAY’s 2025 Best Financial Advisory Firms list for firms managing over $5 billion in assets. This honor marks Modera’s highest placement to date and underscores its commitment to fiduciary excellence and client-centered service.
Dallas-based independent broker-dealer Prospera Financial Services Inc. has introduced its new service, Planning Your Way, a comprehensive financial planning offering designed to assist advisors in delivering tailored financial plans. This program provides advisors with flexibility in choosing the appropriate level of support from paraplanners to meet the needs of their clients.
