Insigneo, a global leader in wealth management, has announced a major leadership addition with the appointment of Paul Caulfield as Chief Compliance Officer (CCO). With extensive experience in banking and compliance, Caulfield’s appointment highlights Insigneo’s commitment to regulatory excellence, global growth, and enhanced risk management.
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.
Sowell Management, a leading Registered Investment Advisor (RIA), has announced the launch of its Visionary Allocation Strategies, created in partnership with Goldman Sachs Asset Management. This suite of investment solutions is designed exclusively for Sowell-affiliated advisors to meet the complex needs of high-net-worth (HNW) clients through personalized, tax-sensitive portfolios—offered with no strategist fee.
The Citco group of companies (Citco), a global leader in asset servicing, has entered into a long-term strategic partnership with GIC, one of the world’s largest institutional investors. As part of the relationship, GIC becomes a minority shareholder in Citco. The founding Smeets family will continue to hold majority ownership.
NWF Advisory Group, a hybrid Registered Investment Advisor (RIA) managing approximately $8 billion in assets under administration (AUA), has officially rebranded as Artisan Capital Partners. This move signals a renewed commitment to offering clients a highly personalized, flexible, and comprehensive suite of financial services under a name that reflects craftsmanship and quality.
Curated Wealth Partners, a leading multi-family office and investment management firm catering to ultra-high-net-worth clients, has announced the appointment of Nellie Keyhani as its new Director of Client Advisory. With nearly two decades of experience, Ms. Keyhani brings valuable expertise in wealth management, estate planning, and family governance to the firm.
WLTH Capital Management, an independent wealth management firm, officially launched today. The firm, founded by Cean Kenefick-Rogers, CFA®, CFP®, AIF®, former Co-Founder and CEO of Ironwood Wealth Management, specializes in delivering personalized and strategic financial planning services to clients with complex needs across the nation.
Financial Synergies, a renowned wealth management firm, has successfully completed the final phase of its transition strategy, ensuring long-term independence, leadership continuity, and cultural alignment. As part of this transition, the firm has named eight new Partners to its ownership team, reinforcing its deep commitment to its clients and expanding employee ownership.
Proximo Capital is proud to announce its support for Silverleaf Wealth Management’s ambitious growth strategy through a major acquisition deal. The $60M debt facility will accelerate Silverleaf’s expansion, allowing them to strengthen their position in the wealth management industry.
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.
