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2 days ago | 
investmentnews.com | Leo Almazora
Coldstream Wealth Management, Perigon Wealth Management, and Parallel Advisors have made moves in the West Coast, with each RIA announcing developments that bolster their client service capabilities and talent infrastructure.
Coldstream welcomes Cable Hill Partners
Coldstream Wealth Management, a Seattle-based RIA with more than $10 billion in client assets, has joined forces with Cable Hill Partners, a Portland, Oregon-based firm overseeing approximately $2 billion.
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3 days ago | 
investmentnews.com | Leo Almazora
Just over six months have gone by since Eddie Brown began his tenure as chief growth officer at Pathstone. And according to the newest member of the Englewood, New Jersey-headquartered RIA, the decision to transition over from the RIA custody business has been well worth it. "It has been an incredible first six months," says Brown, who referred to his first half-year as "kind of an intentional sprint" in an interview with InvestmentNews.
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3 days ago | 
investmentnews.com | Leo Almazora
Financial planners are increasing their use of alternative investments amid growing uncertainty around economic conditions and market stability, according to new research from the Journal of Financial Planning and the Financial Planning Association. The 2025 Trends in Investing Survey, conducted from March 23 to May 4 and based on responses from 195 planners, found a marked uptick in allocations to nontraditional assets.
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3 days ago | 
investmentnews.com | Leo Almazora
Two tech and advisory-focused firms are expanding their leadership teams with new appointments aimed at improving operations and client service amid ongoing demand from advisory firms.
Raymond James alum joins Future Capital's C-suite
Future Capital has named Hannah Wilson as chief operating officer, tasking the former investment banking director with strengthening the firm’s internal operations and advisor-facing infrastructure.
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3 days ago | 
investmentnews.com | Leo Almazora
Cetera is looking to give more of its advisors an edge in the high-net-worth space as it welcomes a veteran leader from Fidelity into its trust services division. On Wednesday, Cetera Trust announced it has appointed Kerri Scharr as chief fiduciary officer, following a two-decade tenure at Fidelity Personal Trust Company.
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3 days ago | 
investmentnews.com | Leo Almazora
EP Wealth Advisors and Merit Financial Advisors each expanded their national footprints this week, establishing new presences in separate Mountain states through regional acquisitions. On Wednesday, Torrance, California-based EP Wealth added Buffington Mohr McNeal, a Boise firm with nearly $900 million in assets under management, as its latest partner. The move gives EP Wealth a foothold in the Intermountain West, adding to its network of more than 50 locations across 18 states.
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3 days ago | 
investmentnews.com | Leo Almazora
Captrust Financial Advisors has appointed Mike Wunderli as head of mergers and acquisitions, a move signaling the firm’s continued focus on strategic growth in a rapidly consolidating wealth management landscape. Wunderli, who brings nearly a decade of experience from investment bank Echelon Partners, will oversee Captrust’s inorganic growth initiatives.
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4 days ago | 
investmentnews.com | Leo Almazora
BNY Pershing is rolling out a series of digital tools and portfolio management enhancements for financial advisors this week at its annual INSITE conference, aimed at improving efficiency, customization, and integration across its wealth management platform. INSITE 2025 marks the first time BNY is presenting cross-business product enhancements at its flagship advisor conference, which brings together professionals from across the asset and wealth management industries.
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4 days ago | 
investmentnews.com | Leo Almazora
Emigrant Bank has added Kenneth Eyler as managing director to bolster its family office services division, continuing its strategy to support ultra-high-net-worth clients and the independent wealth management firms served by its affiliates, including Emigrant Partners. According to a statement released on Tuesday, Eyler will work alongside Liz Nesvold, vice chair of Emigrant Bank, and Mark Rogozinski, managing director and head of family office services, to expand the bank’s capabilities.
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4 days ago | 
investmentnews.com | Leo Almazora
Mariner, the colossal private equity-backed RIA firm founded by Marty Bicknell, is continuing to pursue its ambitious growth plans with a new East Coast partnership. Mariner on Tuesday that it has acquired Taurus Asset Management, a New York City-based RIA with approximately $1.4 billion in assets under advisement, marking another step in its national expansion and niche client strategy.
