Weekly Insights
Capital flows, talent moves and the data shaping Wall Street South.
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Financial Intelligence
The latest dispatches from FloridaInternationalFunds.org — capital flows, talent moves, and the data shaping Wall Street South. Showing the six most recent editions.
Citadel's HQ Goes Under Stop-Work, Corient Closes EMEA, and Florida's $7B Auction Enters Final Stretch
Citadel's Miami headquarters faces a stop-work order, Corient completes its EMEA acquisitions, and the Carlyle–Bain contest for Wealth Enhancement Group reaches final bids as the October FOMC meeting approaches.
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Sibos Closes in Miami, the Rate Cycle Tightens, and Florida's Acquisition Pipeline Deepens
Sibos concludes in Miami Beach, the rate cycle prompts portfolio repricing, and Florida's wealth management acquisition pipeline deepens with Modern Wealth's fourth Florida deal and the Wealth Enhancement Group process reaching final bids.
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Fort Lauderdale: The Sleeping Giant of Wall Street South
Fort Lauderdale is emerging as the geographic and infrastructural center of Wall Street South, supported by a rebuilt convention district, expanding airport and port, growing downtown, and a deep history of entrepreneurship.
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I Saw Dubai in Brickell
Why South Florida is becoming a global financial metropolis — without taking anything from New York. Thalius Hecksher reflects on Miami's evolution, the capital and talent reshaping the region, and the work still required to become the financial capital of the Americas.
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Bugatti Chose Miami. Modern Wealth Swept Three Florida Markets in One Year. And Sibos Is Seven Days Away.
Bugatti announced its first US branded residential tower in Brickell — 60 stories, $650 million, and 300 feet of Miami River frontage. Modern Wealth acquired Jacksonville's Sanchez Wealth Management Group ($710 million), completing a three-city Florida sweep across South Florida, Tampa Bay and Jacksonville. Sibos 2026 opens at Miami Beach Convention Center in seven days.
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Tampa Is Florida's Most Contested Wealth Management Market. Hightower Hits $40 Billion. Sibos Is 15 Days Away.
Two deals, same city, same week. Hightower Signature Wealth — headquartered in Tampa — crossed $40 billion in AUM by absorbing a $1.6 billion affiliate into its employee advisor platform. OnePointBFG acquired Tampa's Bast Financial Group ($400 million) as its second Florida deal of 2026. Tampa is now the most actively acquired wealth management geography in Florida outside the Miami–Palm Beach corridor.
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