Wealth management platforms hit growth milestones all the time, but few do it with the kind of momentum Genesis Wealth is showing. The firm—an LPL Financial non-OSJ branch office and a rising name in advisor-focused independence—just crossed $2.5 billion in assets under management, beating its own 2025 targets well ahead of schedule.
BlackRock is pushing the AI frontier in wealth management. Its Aladdin Wealth™ platform is introducing Gen AI-driven features, including a new “Auto Commentary” tool that helps financial advisors turn complex portfolio analytics into concise, personalized insights for clients.
DataDasher AI, the agentic artificial intelligence platform designed for financial professionals, has announced a strategic partnership with fintech leader Bento Engine, combining timing insights with multi-format client engagement resources.
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.
