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William Blair Acquires Armentum Partners, Establishes Footprint in Silicon Valley

William Blair Acquires Armentum Partners, Establishes Footprint in Silicon Valley

Digital Banking | October 26, 2026

William Blair, an investment banking platform, has acquired Armentum Partners, a debt and alternative capital solutions advisory firm, in a deal to broaden the firm’s asset-based lending and monetization capabilities.  The transaction also expands William Blair’s capital markets and debt advisory solutions and marks the firm’s second investment banking acquisition of the year, following its

Ameriprise Financial Adds 3 FA Teams with $1.2B in AUM from RBC

Ameriprise Financial Nabs 3 FAs with $1.2B in AUM from RBC

Wealth Management | October 26, 2026

Ameriprise Financial has added two teams and one advisor from RBC Wealth Management, where they managed roughly $1.2 billion in combined client assets.  In Colorado, the firm has added Denver-based Vantage Axia Wealth, which is led by advisors Andy Krantz and Corben Gailey, who manage over $280 million in client assets.   Krantz has been in

T. Rowe Price Strengthens Advisor Distribution to Support FAs

Wealth Management | October 26, 2026

Investment manager T. Rowe Price is amplifying its advisory distribution to bolster its support for financial advisors and the broader wealth channel.  The firm aims to offer access to various solutions including its tax-optimized drawdown strategies; customizable resources, including portfolio construction solutions and custom model portfolios.   T. Rowe Price also stated that it plans to

Captrust Adds $3B Ex-Truist Wealth Team in North Carolina

Captrust Adds $3B Ex-Truist Wealth Team in North Carolina

Wealth Management | October 26, 2026

Captrust Financial Advisors has acquired a North Carolina-based wealth management firm that oversees about $3 billion in assets under management.  Winston-Salem, NC-based The Hoge-Barrett Group, founded in 1999, is led by advisor Brett Hoge and provides financial planning and wealth management services for high-net-worth clients.  The 13-person team was formerly affiliated with broker/dealer Truist Investment