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News & Insights

Our latest announcements and interviews

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January 22, 2025

Scott Poore Named Chief Investment Officer of Kingswood Wealth Advisors

Poore will continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios

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December 19, 2024

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Kingswood U.S.announced the recruitment of 28 financial advisors in 2024, supervising nearly $1.4 billion in client assets. The newest members of the Kingswood U.S. network are hig...

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November 20, 2024

America's Top Financial Advisory Firms 2025

Newsweek partnered with Plant-A Insights Group to highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduc...

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October 7, 2024

Futuraiser and Kingswood Collaborate to Accelerate Investments in Energy Transition Technologies Across the US and Europe

Futuraiser Partners UK and Kingswood US have announced a strategic alliance aimed at accelerating investments in energy transition technologies for clients in the US and Europe. Th...

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September 24, 2024

Kingswood U.S. Welcomes $1 Billion Advisory Firm Eudaimonia and its 17 Advisors to its Network

Kingswood U.S., part of a network of independent wealth management firms that oversees more than $15 billion in client assets globally, today announced the successful acquisition o...

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August 14, 2024

Kingswood Capital Partners Named to IBD Elite 2024

We are honored to once again be included in Financial Planning's IBD Elite! We are espec...

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Kingswood U.S. Continues Expansion of Successful In-House Investment Ban...

Kingswood announces the continued expansion of its investment banking team with the appo...

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Kingswood U.S. assembles group of former U.S. military leaders to launch...

Latest Expansion of Firm's In-House Investment Banking Team will Support Companies in th...

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Being an RIA is all about choice

CEO & Managing Partner Michael Nessim wrote an Opinion piece for WealthManagement.com on...

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Why Philanthropy Matters for Wealth Management

CEO Michael Nessim writes about how financial advisors are witnessing a surge in charita...

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Kingswood U.S. named to USA Today's list of Best Financial Advisory Firm...

The award, presented by USA Today and Statista Inc., honors the top registered investmen...

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Kingswood U.S. accelerates expansion of successful in-house investment b...

David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And E...

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The Democratization of Alternatives: What’s in Store in 2024

Recently, Alternatives Watch gathered a group of industry leaders to discuss their outlo...

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Advisors Expand as Clients Ask for ... Everything

Craig Kaufman, managing director of Kingswood Capital Partners recently spoke with FAMag...

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Succession Planning is an ongoing problem…and opportunity

CEO & Managing Partner Mike Nessim spoke with AdvisorHub about things advisors need to k...

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February 21, 2024

Alternatives had a moment among retail investors in 2023. What will 2024...

Douglas Blake, Vice President of Investment Services, recently joined an Alternatives Wa...

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December 14, 2023

Kingswood U.S. welcomes new senior research analyst Karen Sterling amid ...

New York based biochemist an molecular biolophysicist joints team as Senior Advisor supp...

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December 10, 2023

Kingswood U.S. adds more than $730 million with recruitment of 16 financ...

The newest members of the Kingswood U.S. network are highly experienced advisors offerin...

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September 12, 2023

Kingswood U.S. furthers the strategic expansion of its in-house investme...

New York-based Veteran Joins Team as Managing Director Supporting Emerging Growth Compan...

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September 12, 2023

Kingswood Capital Partners, LLC named to IBD Elite 2023

Kingswood Capital Partners, LLC is honored to be included in Financial Planning's IBD El...

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August 17, 2023

Kingswood U.S. continues the strategic expansion of its in-house investm...

New York-based Industry Veteran Kevin Ernst Joins Recently Expanded Banking Leadership T...

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Kingswood U.S. announces enhanced, full-service in-house investment bank...

Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "We are exc...

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Kingswood U.S. raises more than $100,000 for nonprofit in Greater Atlant...

Kingswood is thrilled to announce we have raised more than $100,000 for A Friend's House...

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February 18, 2023

Kingswood U.S. announces opening of Florida corporate office to house ne...

"Our new corporate office in Florida marks an important milestone in Kingswood's growth,...

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February 8, 2023

Clients Crave Alternative Investments, Make Sure They Have Access to the...

CEO and Managing Partner, Mike Nessim, and Managing Director of Investment Solutions, Do...

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January 4, 2023

Op-Ed: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mi...

Mike Nessim and Val Peters Rayevskiy, Kingswood's CEO and COO, share their insight on mi...

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December 18, 2022

Kingswood U.S. adds more than $943 million in 2022 in total client asset...

Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation

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DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in This...

Mike Nessim is featured in this Digital Wealth News Roundtable along with two other seni...

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Kingswood U.S. recruits more than $335 million in total client assets wi...

"Kingswood's ability to draw exceptional advisors who seek the variety of affiliation mo...

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Kingswood Acquisition Corp and Wentworth Management Services announce de...

Kingswood Acquisition Corp. (NYSE: KWAC) ("KWAC"), announced today a definitive agreemen...

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Advisers finding value in joining smaller firms

Mike Nessim recently wrote an article for Investment News in which he talks about how sm...

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The Surprising Truth About Small Firm Recruiting

"Smaller broker-dealers and RIAs provide a platform not only for more strategic growth, ...

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January 24, 2022

DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pand...

Kingwood U.S. CEO and Managing Partner Mike Nessim shared his thoughts about the technol...

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December 3, 2021

Brokerages Can Still Offer More Than Custodians

CEO Michael Nessim authored this article on why it would be a mistake to write off the b...

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October 30, 2021

Kingswood U.S. automated alts platform surpasses 1,200 subscriptions, $1...

"Through our strong partnerships with best-in-class service providers like iCapital and ...