11/04/2026
The acquisition expands NPW's integrated private wealth platform for ultra-high-net-worth families and institutions, with continuity of service for Mirabaud Canada clients as the primary focus.
11/04/2026
Bluespring's River Valley platform now manages $2.4 billion in assets, extending its reach across Ohio, Kentucky and South Carolina.
11/04/2026
The practice works with educators, medical professionals, business owners and multigenerational families. In some cases they support three generations of the same family, from retirement planning to college savings for younger family members.
11/03/2026
The 2027 awards reflect the increasing sophistication of private banking
11/03/2026
Her background includes Retail Banking, Treasury, Commercial Real Estate and Investment Management, giving her a broad analytical foundation that directly informs her tailored approach.
11/03/2026
The key lesson of the last 25 years is that the wealth management industry still seeks an elusive equilibrium, combining harmony and civility with innovation and investment returns
11/03/2026
The return on investment looks far from ​stellar, potentially making it tricky to justify such a risky move.
11/02/2026
Dean Li’s remarks addressed the growing demand for financial advisors equipped to navigate increasingly complex client needs and the importance of establishing the Center for Wealth Management at this pivotal time.
11/02/2026
Yet consolidation tells only part of the story.
11/02/2026
The model portfolio service (MPS) provides an all-in-one investment solution covering asset allocation, fund selection and risk management, with portfolios managed within clearly defined risk parameters.
11/02/2026
Even if a levy on the super rich is rejected on Tuesday, campaigners will win
11/02/2026
The establishment of Lazard CL marks a milestone in the Lazard 2030 strategy to deliver long-term, profitable growth, expanding the solutions provided to clients and further diversifying the firm’s revenue.
10/30/2026
The new site reflects Maslow's belief that traditional wealth management leaves the most important financial questions unanswered.
10/30/2026
The firm’s advisor-partnership model emphasizes independent advice, personalized service, and institutional investment capabilities to support the complex needs of ultra-high-net-worth families.
10/29/2026
The build out includes fresh hires focused on U.S. financial advisors and on products such as alternatives, ETFs, and model portfolios.
10/29/2026
The milestone reflects growing interest in Sharia-compliant and ethical investment products across North America and internationally.
10/29/2026
This award recognizes the investments we've made to enhance portfolio management and create a more personalized experience that helps clients navigate increasingly complex financial decisions."
10/28/2026
In an increasingly complex market environment, our strong third-quarter performance once again demonstrated the benefits of our diversified global business model and disciplined execution.“
10/28/2026
Ahead of a historic wealth handoff, this year's best advisors and wealth managers under 40 are winning on trust, plain language, and the kind of judgment no chatbot can replicate.
10/27/2026
This transaction is part of the strategic compute capacity agreement previously announced by Broadcom, with expected deliveries starting in calendar 2027.