2+ day, 19+ hour ago   (544+ words) OnePoint BFG Wealth Partners and Modern Wealth Management have extended their respective Southeast footprints this week, adding experienced teams from Northwestern Mutual and LPL in one of the hottest wealth markets in the US. OnePoint BFG, the Parsippany, New Jersey-based…...

3+ day, 11+ hour ago   (530+ words) U.S. companies paid $186.8 billion in dividends in the second quarter of 2026, with core dividend growth reaching 8.7% and median dividend growth at 5.5% That’s according to Capital Group's Dividend Watch (a quarterly component of its Global Equity Study released in August 2026) which tracks…...

2+ day, 20+ hour ago   (841+ words) Two years after the board of directors at LPL Financial Holdings Inc. fired him, Dan Arnold, LPL’s second CEO as a public company, is returning to the wealth management industry, this time to help lead a relative newcomer, Stirlingshire, in…...

2+ day, 23+ hour ago   (581+ words) Most American families have never sat down to discuss life insurance and the assumptions filling that silence are quietly undermining the financial strategies advisors work hard to build. That is the central finding of Lincoln Financial's Consumer Sentiment Tracker, based…...

3+ day, 16+ hour ago   (440+ words) Envestnet, the Bain Capital-backed wealthtech platform used by more than a third of the country's financial advisors, has signed a definitive agreement to acquire Vestmark, a portfolio management and trading technology provider that counts some of the wealth industry's largest…...

3+ day, 16+ hour ago   (481+ words) RIA startup Savvy Wealth has raised a $100 million Series C round led by the Halo Fund as the firm passes $9 billion in client assets under management. The latest investment gives Savvy a $600 million valuation and over $200 million in total funding…...

3+ day, 21+ hour ago   (570+ words) Hightower Advisors has moved another of its existing partner firms into its fully integrated national practice, announcing the latest addition to its fast-growing Hightower Signature Wealth arm. In the deal announced Wednesday, Hightower is folding Boston Hill Advisors, a member…...

4+ day, 12+ hour ago   (776+ words) A San Francisco fintech company is betting that wealth management firms want more than AI-generated insights - they want AI that can actually run the operation. Feathery has unveiled Robin, an AI operations assistant designed to let insurance, wealth management, and…...

4+ day, 14+ hour ago   (677+ words) Total U.S. annuity sales rose 2% year over year to $121.2 billion in the second quarter of 2026, marking the 11th consecutive quarter that sales have topped $100 billion, according to final results released this week by LIMRA. That helped push year-to-date sales to $228.7 billion through…...

4+ day, 15+ hour ago   (593+ words) With some investors in illiquid private credit funds this year seeking liquidity, the Blackstone Private Credit Fund, known as BCRED, told customers before the holiday weekend it was capping withdrawals from the fund at half of investors seeking to sell…...