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Est. 2026The front page of wealth managementNew York

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IN Mercer Advisors snaps up AI-native tax firm Fifteenth in tech-forward dealIN Athlete wealth management demands a new advisor mindset, says UBS sports headIN Richmond duo with $1.2B in assets joins Raymond James from TruistIN US ETF flows hit $204BN in October as fixed income sets recordIN NewEdge Wealth adds former Florida Atlantic Securities CEO to Coral Gables officeIN Nominations now open for 5-Star Financial Planners 2027RB Craig Siegenthaler sat out the Oct. 29 Ameriprise conference call but three of his peers asked about the 'elephant' he cited in double-downgrading the broker's stock ten days earlier, triggering a share price diveIN Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI toolsFP The 'advisor paradox' of clients who trust AI for financial adviceWM Trusts & Estates: November 2026 Digital Edition

Moves

NewEdge Wealth adds former Florida Atlantic Securities CEO to Coral Gables office

InvestmentNews ·

Image: InvestmentNews

W. Trevor Beaney joins NewEdge's growing South Florida platform, bringing a $1 billion book and two decades of ultra-high-net-worth expertise

Summary as published by InvestmentNews
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