06/05/2026
Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results
Excluding significantitems, quarterly earnings per common share of $0.48
Wealth and Asset Management
06/05/2026
BBVA develops a new technology architecture with AWS to accelerate its AI solutions
The architecture automates operational tasks and validation processes, integrating the development, testing and deployment of solutions into the bank’s technology operations.
06/05/2026
Factory Capital targets athletes and creators with institutional wealth management launch
New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.
06/05/2026
RBC BlueBay Launches U.S. High Yield Bond Fund
The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.
06/05/2026
Blackstone private credit fund caps withdrawals as redemption requests jump
The attempts to cash out indicate wealthy individuals are continuing a recent retreat after many years of piling into funds that give them exposure to assets that rarely trade.
06/04/2026
Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service
New "Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning
06/04/2026
Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide
A robust equity market performance and easing inflation drove HNWI wealth creation in 2025, growing the global millionaire population by nearly 2 million to 25.3 million individuals.
06/04/2026
Finalists Announced for the 2026 Wealth Management Industry Awards
Record-Breaking Year Reflects Accelerating Innovation Across Wealth Management
06/04/2026
Key US Acquisition and New Identity Signal Crestbridge’s Strategic Ambition
The time is now right for us to stand alone, and our partnership with Willow Street has been concluded.
06/04/2026
Modern Wealth Management Expands Florida Footprint with Acquisition of $1.1B Flaharty Asset Management
Clearwater-based firm adds 18 professionals and deepens Modern Wealth’s presence in priority growth market
06/04/2026
Maridea Wealth Management Named One of Inc.’s Best Workplaces for 2026
Each company’s benefits were also audited to determine the overall score. Maridea is honored to be included among the 507 companies recognized this year.
06/04/2026
Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors
Continuum's botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management's 150+ advisor network starting today
06/04/2026
Harbourfront Wealth Group to Acquire Cumberland Private Wealth
Harbourfront Wealth’s national expansion continues as AUA climbs to $22 billion
06/03/2026
Wealthspire’s Ground Control Business Management Acquires Arena Wealth
Acquisition marks Ground Control’s second UK transaction and expansion in serving professional golfers
06/03/2026
Godrej launches wealth arm, eyes Rs 1tn AUM by 2031
The group intends to take the wealth business to 35 locations across India over the next five years.
06/03/2026
Goldman Sachs open to asset and wealth management M&A
Speaking at The Economic Club of New York on 2 June, CEO David Solomon said the company is willing to buy to maintain 'high single-digits growth'.
06/03/2026
Northern Trust Asset Management Announces Adaptive Equity Funds
A Next‑Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles
06/03/2026
Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth
The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading.
06/01/2026
Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion
Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.
06/01/2026
Zurich-Based EFG International Targets South Florida in Americas Expansion
Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities.