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<title>Wealth Management Inc — News on 6ix</title>
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<title>Wealth Management Inc</title>
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<title>Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy</title>
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<pubDate>Tue, 12 May 2026 13:30:00 GMT</pubDate>
<description>OMAHA, Neb., May 12, 2026--Orion today announced that Yi‑Ching Wu has joined the company as Executive Vice President of Wealth Management Product and Platform. In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.</description>
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<title>OneSeven Partners with Miami University to Prepare the Next Generation of Wealth Management Advisors</title>
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<pubDate>Thu, 07 May 2026 10:50:00 GMT</pubDate>
<description>OneSeven, an SEC-registered investment adviser, is proud to announce a new partnership with Miami University focused on preparing the next generation of wealth management advisors through hands-on experience, mentorship, and real-world industry exposure.</description>
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<title>First Financial Bancorp Declares Quarterly Cash Dividend</title>
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<pubDate>Tue, 28 Apr 2026 20:15:00 GMT</pubDate>
<description>On Tuesday, April 28, 2026, the board of directors of First Financial Bancorp. (NASDAQ: FFBC) declared a quarterly cash dividend of $0.25 per common share. The dividend is payable on June 15, 2026 to shareholders of record as of June 1, 2026.</description>
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<title>Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office</title>
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<pubDate>Mon, 27 Apr 2026 13:00:00 GMT</pubDate>
<description>CHICAGO, April 27, 2026--Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO).</description>
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<title>Prosperity Capital Advisors’ Partners Recognized as Excellence Awardees in 2026 InvestmentNews Awards</title>
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<pubDate>Thu, 23 Apr 2026 13:00:00 GMT</pubDate>
<description>WESTLAKE, Ohio, April 23, 2026--Prosperity Capital Advisors partners earned 2026 InvestmentNews Excellence Awards, honoring client impact, holistic planning and leadership.</description>
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<title>Modern Wealth Management Acquires Brown and Company, Establishing Presence in Colorado</title>
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<pubDate>Wed, 22 Apr 2026 13:08:00 GMT</pubDate>
<description>MONTEREY, Calif., April 22, 2026--$1 billion firm becomes Modern Wealth’s 21st acquisition, pushing total AUM past $13 billion</description>
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<title>Harbourfront Wealth Group Appoints Wealth Management Veteran as Chief Executive Officer</title>
<link>https://6ix.com/company/wealth-management-inc/news/harbourfront-wealth-group-appoints-wealth-management-veteran-as-chief-executive-officer</link>
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<pubDate>Tue, 21 Apr 2026 12:00:00 GMT</pubDate>
<description>TORONTO, April 21, 2026--Harbourfront Wealth Group (Harbourfront Wealth), announces the appointment of Richard McIntyre as Chief Executive Officer, effective April 20, 2026.</description>
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<title>Sanctuary Wealth Welcomes Soteris Private Wealth</title>
<link>https://6ix.com/company/wealth-management-inc/news/sanctuary-wealth-welcomes-soteris-private-wealth</link>
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<pubDate>Fri, 17 Apr 2026 17:36:00 GMT</pubDate>
<description>Sanctuary Wealth (Sanctuary), an industry-leading hybrid RIA that helps elite financial advisors thrive with greater freedom, flexibility, control and choice, welcomes Soteris Private Wealth (Soteris) and its co-founders, Josh Erickson, CPWA, CFP, CPFA, and Rob Montierth, CFP, CPFA, CRPC. The Walnut Creek, Calif. team joins from Merrill Lynch, where it was responsible for $800 million in total client assets.</description>
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<title>BMO Wealth Management Names Ali Nafii to Lead San Diego Market</title>
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<pubDate>Wed, 08 Apr 2026 12:00:00 GMT</pubDate>
<description>SAN DIEGO, April 08, 2026--BMO Wealth Management today announced that Ali Nafii has joined the firm as Managing Director, overseeing the San Diego market.</description>
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<title>Modern Wealth Enters Florida Market With 20th Acquisition to Date</title>
<link>https://6ix.com/company/wealth-management-inc/news/modern-wealth-enters-florida-market-with-20th-acquisition-to-date</link>
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<pubDate>Thu, 02 Apr 2026 13:00:00 GMT</pubDate>
<description>MONTEREY, Calif., April 02, 2026--Modern Wealth Management ("Modern Wealth"), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and its clients, today announced an asset purchase agreement of Legacy Wealth Management ("Legacy"), a South Florida-based advisory firm managing approximately $1.2 billion in client assets. As part of this transaction, Legacy has transitioned from its broker-dealer affiliation with LPL Financial and is now</description>
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<title>Mesirow Again Ranked Among Top Chicago Area Wealth Management Firms</title>
<link>https://6ix.com/company/wealth-management-inc/news/mesirow-again-ranked-among-top-chicago-area-wealth-management-firms</link>
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<pubDate>Tue, 31 Mar 2026 15:00:00 GMT</pubDate>
<description>Mesirow, an independent, employee-owned financial services firm, today announced that the firm has been ranked #12 on Crain's Chicago Business list of the 2026 Largest Wealth Management firms in the Chicago area.1</description>
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<title>Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey</title>
<link>https://6ix.com/company/wealth-management-inc/news/merrill-and-bank-of-america-private-bank-launch-ai-powered-meeting-journey-1</link>
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<pubDate>Thu, 26 Mar 2026 13:00:00 GMT</pubDate>
<description>Bank of America's Wealth Management businesses, Merrill Wealth Management and Bank of America Private Bank, today announced the full-scale rollout of AI‑Powered Meeting Journey, an integrated solution that helps optimize how advisors and their teams prepare for, conduct, and follow up on client meetings. The streamlined meeting experience enables advisors to redirect meaningful time toward strategic planning and deeper client engagement.</description>
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<title>Oppenheimer Appoints Chris DeFalco And John Hyland As Co-Heads Of Equity Capital Markets</title>
<link>https://6ix.com/company/wealth-management-inc/news/oppenheimer-appoints-chris-defalco-and-john-hyland-as-co-heads-of-equity-capital-markets-1</link>
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<pubDate>Tue, 24 Mar 2026 10:00:00 GMT</pubDate>
<description>Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings Inc., today announced that Managing Directors Chris DeFalco and John Hyland have been named Co-Heads of the firm's Equity Capital Markets Investment Banking group.</description>
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<title>Wedbush Bolsters New York Wealth Management Team with Appointment of Kurt Ryden as Managing Director</title>
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<pubDate>Wed, 18 Mar 2026 12:30:00 GMT</pubDate>
<description>PASADENA, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- Wedbush Securities, a diversified financial services firm, is pleased to announce the appointment of Kurt Ryden as Managing Director, Investments, within its Wealth Management division. Based in New York City, Ryden’s addition marks a strategic expansion for the firm in one of the nation’s premier wealth management markets. Ryden brings nearly 30 years of experience in private wealth management. He joins Wedbush from Bank of America Private Ba</description>
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<title>Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite</title>
<link>https://6ix.com/company/wealth-management-inc/news/wedbush-wealth-management-chooses-wealthbox-as-enterprise-crm-platform-to-streamline-advisor-workflows-and-expand-technology-suite</link>
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<pubDate>Tue, 17 Mar 2026 13:00:00 GMT</pubDate>
<description>Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services firm providing wealth management, securities brokerage, clearing, and investment banking services to clients around the world.</description>
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<title>Ty J. Young Wealth Management Acquires Senior Wealth Advisors</title>
<link>https://6ix.com/company/wealth-management-inc/news/ty-j-young-wealth-management-acquires-senior-wealth-advisors</link>
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<pubDate>Wed, 11 Mar 2026 16:57:00 GMT</pubDate>
<description>Ty J. Young Wealth Management, a leading financial services firm, has acquired Cincinnati-based Senior Wealth Advisors. The acquisition expands the firm's presence in the Midwest and marks an exciting new chapter for Senior Wealth Advisors' clients.</description>
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<title>David Albright Named Global Head of Sales for Northern Trust Wealth Management</title>
<link>https://6ix.com/company/wealth-management-inc/news/david-albright-named-global-head-of-sales-for-northern-trust-wealth-management-4</link>
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<pubDate>Tue, 10 Mar 2026 13:00:00 GMT</pubDate>
<description>CHICAGO, March 10, 2026--Northern Trust Wealth Management has appointed David Albright as the Global Head of Sales. In this role, Albright will lead client development strategy, sales execution and strategic partnerships. He will report to Wealth Management President Jason Tyler.</description>
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<title>CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP Raises $9 Million on First Closing</title>
<link>https://6ix.com/company/wealth-management-inc/news/cmp-next-edge-2026-critical-and-precious-metals-short-duration-flow-through-lp-raises-dollar9-million-on-first-closing</link>
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<pubDate>Mon, 09 Mar 2026 21:00:00 GMT</pubDate>
<description>Next Edge Capital Corp. ("Next Edge" or the "Manager") is pleased to announce that CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP (the "Partnership") has completed the first closing of its initial public offering on March 6, 2026 of 280,510 Series A Units and 79,490 Series F Units (collectively, the "Units") for aggregate gross proceeds of $9,000,000.</description>
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<title>DRI Healthcare Trust Announces Preferred Securities Refinancing</title>
<link>https://6ix.com/company/wealth-management-inc/news/dri-healthcare-trust-announces-preferred-securities-refinancing-2</link>
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<pubDate>Mon, 02 Mar 2026 13:30:00 GMT</pubDate>
<description>DRI Healthcare Trust (TSX: DHT.UN) (TSX: DHT.U) ("DRI Healthcare") is pleased to announce that it has entered into subscription agreements with EdgePoint Wealth Management Inc., and Alberta Investment Management Corporation (AIMCo), the holders of its outstanding 7.50% Series C preferred securities (the "PreferredSecurities"), pursuant to which DRI Healthcare has agreed to issue C$108,723,000 aggregate principal amount of convertible unsecured subordinated debentures (the "Debentures") to the ho</description>
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<title>C&F Financial Corporation Announces Increase in Quarterly Dividend</title>
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<pubDate>Wed, 25 Feb 2026 20:30:00 GMT</pubDate>
<description>TOANO, Va., Feb. 25, 2026 (GLOBE NEWSWIRE) -- The board of directors of C&F Financial Corporation (NASDAQ:CFFI) (the Corporation) has declared a regular cash dividend of 48 cents per share, which is payable April 1, 2026 to shareholders of record on March 13, 2026. This dividend represents a 4 percent increase over the prior quarter’s dividend amount of 46 cents per share. The Board of Directors of the Corporation continually reviews the amount of cash dividends per share and the resulting divid</description>
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