Integrity Wealth Advisors Expands to Denver Tech Center Denver Gazette
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Waverly Advisors, Merit Financial Advisors announce acquisitions InvestmentNews
July 29, 2026F.L.Putnam Investment Management Company has secured a strategic minority investment from Bixby Wealth Solutions, an affiliate of the Moontower Group backed by Carlyle’s Global Credit business. The deal, which follows a four-year partnership between F.L.Putnam and Emigrant Partners, is designed to fuel the firm’s next phase of growth while maintaining its independent operational structure. This transaction highlights the ongoing trend of private credit-backed capital entering the wealth management space to support established independent registered investment advisers in their expansion and succession efforts.
July 29, 2026The wealth management sector is identifying artificial intelligence as a key tool for bridging the 'advice gap' that limits access to financial planning. This gap represents a significant portion of the market that remains underserved by traditional advisory models. For wealth management firms, the successful implementation of AI could lead to greater scalability and the ability to provide personalized guidance to a broader client base.
July 29, 2026The wealth management industry continues to see significant personnel shifts among major firms including Raymond James, Stifel, and Mesirow. These movements reflect the ongoing competition for talent and market share within the financial services sector. Tracking these transitions is essential for understanding the evolving landscape of advisor recruitment and firm growth strategies.
July 29, 2026