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March 16, 2026 12:03 ET | Source: MLG Capital

MLG Capital’s Dan Price Named a Milwaukee Business Journal 40 Under 40 Honoree

MLG Capital announces Dan Price, Principal and CIO, as a Milwaukee Business Journal 40 Under 40 honoree for leadership and impact in real estate.
February 25, 2026 10:12 ET | Source: MLG Capital

MLG Capital Joins iCapital Marketplace to Expand RIA Access to Alternative Investments

MLG Capital expands RIA access to private real estate as MLG Fund VII and Dividend Fund VII become available on the iCapital Marketplace.
February 24, 2026 09:37 ET | Source: Fairway Wealth Management

Fairway Wealth Management Marks Next Growth Chapter with Refreshed Brand, Website and Partner Promotions

Fairway Wealth Management unveils a refreshed brand and website and promotes two advisors to partner, reflecting continued growth.
February 09, 2026 10:00 ET | Source: CIO Group

CIO Group Launches COLOR AI, a Proprietary Technology Platform to Guide Investment Decisions Including Asset Allocation, Tactical Opportunities, Cash Management, and Tax Efficiency

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- CIO Group, the registered investment advisor defining a new paradigm for managing the wealth of the world’s most successful individuals, their families,...
February 04, 2026 10:00 ET | Source: Robertson Stephens

Roberston Stephens Ends 2025 with $8.7 Billion in Assets

SAN FRANCISCO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2025 with $8.7 billion in advisory assets under...
January 21, 2026 06:00 ET | Source: Ascentis Wealth Holdings

Ascentis Holdings Launches, Bringing Three Established Businesses Under One Platform

Ascentis offers one unified platform to expand investment capabilities, operational support and continuity options for fee-based advisors.
November 17, 2025 11:00 ET | Source: Flourish

Flourish Announces Enterprise Relationship with Mariner

New York, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today...
October 29, 2025 17:27 ET | Source: Sherman Portfolios

Sherman Portfolios Releases the Sherman Launch System (SLS), Delivering Real-Time Market Signals and Research for Financial Advisors

Sherman Portfolios unveils SLS — a real-time signal and research platform helping advisors spot shifts, cut risk, and seize market momentum.
October 29, 2025 13:27 ET | Source: Robertson Stephens

Robertson Stephens Reaches $8 Billion in Assets

SAN FRANCISCO, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) exceeds $8 billion in client assets, while also growing its national presence in the...
October 15, 2025 08:00 ET | Source: Golden State

Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida

Colton Lightner, CFP®, AIF®, founder of Topwater Capital, brings extensive experience in wealth management and a deep commitment to his local community.