Newsroom

NEW YORK – April 22, 2026 – Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced that Fiducient Advisors has entered into an agreement to acquire Sellwood Investment Partners, a Portland, Oregon-based investment advisory firm with $11 billion in total assets.* Known for its customized portfolios and long-standing relationships, Sellwood Investment Partners strengthens Wealthspire’s institutional and private client advisory business

We're pleased to announce that eight of our advisors have been named to Forbes' 2026 list of Top Wealth Advisors Best-In-State. Learn more and view the full list here. Honorees include: Mike Delgass Craig Fasano Zach Gering Ashley Iddings John Kovacs Frank Marzano Martha Staniford Michele Walthert

NEW YORK – April 7, 2026 – Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced that Fiducient Advisors has completed its acquisition of Axia Advisory, an Indianapolis-based retirement plan consulting and investment advisory firm with $1.9 billion in assets under management or advisement.* The addition of Axia Advisory reflects the continued growth of Wealthspire’s institutional business and its strategy of partnering with firms th

As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to remain human-centered.

Brad Long says the latest oil spike tied to Iran is likely a temporary shock, not a lasting crisis, as infrastructure remains intact and futures point to de‑escalation.