02/03/2026
Family offices place big bets on AI, alternatives and governance, JPMorgan reveals
Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.
Wealth and Asset Management
02/03/2026
J.P. Morgan Private Bank Releases 2026 Global Family Office Report
Global Study Reveals How Family Offices Are Bridging Ambition and Execution
02/03/2026
$3B Summit Wealth Adds Commonwealth Advisor to Lead New Family Office
Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470 million in assets under management.
02/03/2026
Annual IG Wealth Management Retirement Study: Decline in Guaranteed Employer Pensions Leaving Many Canadians Underprepared for Retirement
Just 11 per cent of non-retired Canadians know how much annual income they will need in retirement, while half (49 per cent) say they simply do not know at all.
02/02/2026
Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”
Industry and media titan Barry Ritholtz expands equity ownership to more firm employe
02/02/2026
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
The advisors serve a broad mix of clients, including families, retirees, business owners and family offices, and are known for their collaborative approach to long-term wealth planning.
02/02/2026
Raymond James recruits $1B veterans from Merrill
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
01/30/2026
Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility
Investors press pause on portfolio moves
01/30/2026
Nominations Open for 2026 Wealth Management Industry Awards
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
01/30/2026
Cetera Deepens RIA Platform with Acquisition of Plains Wealth Management
Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax
01/30/2026
US wealth management in 2035: A transformative decade begins
For the US wealth management industry, these forces have already reshaped client expectations, investment flows, and business models.
01/29/2026
Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research
The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
01/29/2026
Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners
Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base
01/29/2026
SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
01/29/2026
NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets
NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.
01/29/2026
Brown Brothers Harriman and SimCorp forge strategic alliance
Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers
01/29/2026
JTC opens office in São Paulo, Brazil
The opening of this office demonstrates the depth of our commitment to Latin America and reinforces JTC’s long-term growth strategy
01/29/2026
Bluespring Wealth Partners Welcomes $600M Coghill Investment Strategies
The Pittsburgh-based firm joins Bluespring’s community of high-performing, entrepreneurially minded, client-centric advisory firms
01/29/2026
Mission Wealth Announces Merger with Austin's PBL Wealth Management
The firm's advisory services, including portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning, are fully aligned with Mission Wealth's commitment to comprehensive, client-centric financia