06/26/2026
BR Partners eyes acquisitions to expand wealth management
Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions
Wealth and Asset Management
06/26/2026
Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds
Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.
06/25/2026
LPL Welcomes NorthStar Wealth Advisory
The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
06/25/2026
RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards
A client-first approach earns Canada's leading private banking honour
06/25/2026
Element Wealth Advisors Partners with Bluespring Wealth to Strengthen Planning-First Financial Advice
Atlanta-based financial planning firm joins Bluespring platform to support long-term growth and deliver an enhanced client experience for individuals and families
06/25/2026
Mercer Advisors Named to Inaugural CNBC Elite Advisors List
Recognition highlights the firm’s integrated, planning-first approach to serving ultra-high-net-worth families and delivering comprehensive family office-style services
06/24/2026
Altrata's World Ultra Wealth Report 2026 Reveals a $26 Trillion Investable Asset Opportunity as the Global Ultra Wealthy Population Hits an All-Time High
The report finds that the global UHNW population has reached a new all-time high of 556,850 individuals, growing by 14.4% in 2025, the strongest annual expansion since 2017.
06/24/2026
Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team
The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.
06/24/2026
Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards
Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.
06/23/2026
Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms
The recognition highlights Callan Family Office's continued growth and its focus on delivering integrated investment management, tax-aware planning, family office services, and multigenerational wealth advisory to a highly selective client base.
06/23/2026
Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's
The CNBC Elite Advisors list was created to recognize firms operating at the highest levels of the wealth management profession and serving clients whose financial lives often span businesses, generations, philanthropic initiatives, and complex planning n
06/23/2026
Valence Launches Wealth Management Firm Built Around the Client, Not the Advisor
Founded by Former Goldman Sachs, Morgan Stanley and Fidelity Executives and a Premier Fintech Venture Investor, the Firm Redefines How Complex Financial Lives Are Managed
06/19/2026
Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk
Geopolitical concerns in particular are already shaping investment decisions, with 71% of North American institutional investors citing conflict in the Middle East as a factor influencing their investment decision-making today.
06/19/2026
Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management
The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and joint ventures over the past year.
06/19/2026
Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year
Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution.
06/19/2026
Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management
This year’s awards attracted hundreds of submissions, each rigorously assessed by a distinguished panel of judges.
06/19/2026
Wealthcare Adds $1.8B Since Sammons Deal
A year into the acquisition, Wealthcare is feeling the advantages of Sammons Financial’s backing, adding $1.8 billion in AUM since joining.
06/19/2026
Clearwater wealth management firm acquired
The organization oversees approximately $1.1 billion in assets.
06/19/2026
Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network
Waterloo, Iowa–based family advisory team cites open architecture, flexibility and long-term succession resources in move
06/18/2026
Bybit Private Wealth Management Posts Up to Over 50% in 30-Day APR Across Multiple Strategies
The results also underscore the effectiveness of Bybit PWM's data-driven and results-driven investment approach, which tailors strategies balance individual risk parameters and long-term investment objectives.