Wealth Management

Hong Kong – September 22, 2026 -- Noah Holdings Limited (NYSE: NOAH; HKEX: 6686) hosted its 2026 Global Investor Summit in Hong Kong, gathering investment professionals from Global Infrastructure Partners (a part of BlackRock), Macquarie Asset Management, Bridgepoint, HarbourVest Partners and Sumitomo Mitsui Trust Asset Management to discuss AI-driven shifts in global asset allocation for Chinese high-net-worth families.

Noah pairs global manager network with AI to systematize investment judgment

The summit, themed "The Year of Realization: A New Chapter in Global Allocation," was organized jointly with Noah's global asset allocation platform, Olive Asset Management. Noah said its ongoing investments in funds worldwide have built long-term relationships with managers and accumulated underlying research data, which the company now combines with AI tools to validate investment judgments for client portfolios.

Chicago and Des Moines – September 20, 2026 -- Cerity Partners will merge with Gilbert & Cook effective at the end of September 2026, adding approximately $2 billion in assets under management and marking the firm's first entry into the Iowa market.

Gilbert & Cook brings $2 billion in AUM and 30 years of client relationships to the deal

Founded in 1993 and based in West Des Moines, Iowa, Gilbert & Cook has built a national reputation advising individuals, families and business owners on integrated financial planning and investment management. Following the merger, the firm will operate under the Cerity Partners name, giving its clients access to an expanded suite of services including business owner advisory, multigenerational estate planning, private family office services, divorce financial planning and private markets investing.

Tavares, Fla. – September 18, 2026 -- A signed 1952 Topps baseball card collection assembled by Destiny Family Office Founder and CEO Tom Ruggie has been named the 2026 PSA Baseball Set of the Year, selected from more than 157,000 registered sets on the PSA Set Registry.

Ruggie has secured PSA-authenticated signatures on 406 of the 407 cards in the original 1952 Topps set

The set includes signed cards of Mickey Mantle, Jackie Robinson, Willie Mays and Yogi Berra. Card #342, featuring Al Benton, remains the sole missing signature after a pursuit Ruggie says has spanned five decades.

PSA presented Ruggie with a one-of-one canvas artwork embedding an authenticated Mickey Mantle cut autograph

The award was given at the 2026 PSA Set Registry Awards Dinner in Rosemont, Illinois, during the National Sports Collectors Convention. The piece was created by artist Murray Henderson.

Summit, N.J. – September 16, 2026 -- Simplicity Group has acquired Whitney and Associates, LLC, a Des Moines, Iowa-based independent marketing organization, along with its affiliated Altitude Capital Management RIA, an integrated wealth and investment management platform.

Simplicity adds two new partners through the deal

Mitchell Whitney and Charles Johnson join Simplicity Group as Partners as part of the transaction. Both previously led Whitney and Associates, a wholesale IMO specializing in annuity, life insurance and wealth management solutions for independent advisors.