10/14/2025
Goldman Sachs Announces Acquisition of Industry Ventures
The transaction consideration will consist of $665 million in cash
Wealth and Asset Management
10/14/2025
Brookfield to Acquire Remaining Interest in Oaktree
Upon completion of the proposed transaction, Brookfield will own 100% of Oaktree, one of the world’s premier credit managers, further strengthening Brookfield’s market-leading and broad-based credit platform.
10/14/2025
Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth
Transaction values Rockefeller Capital Management at over $6.6 billion and involves significant support from existing investors
10/14/2025
Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution
By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent.
10/13/2025
“Private Banking for High-Net-Worth Individuals: Compliance, Strategy, and the 2025 Global Wealth Framework.”
For affluent clients, the question is no longer where to bank, but how to structure, govern, and sustain wealth across multiple jurisdictions under an increasingly interconnected legal system.
10/13/2025
Western Alliance Bank launches new division for HNW individuals
The new division aims to extend services beyond the bank's existing clientele by collaborating with advisors in other sectors.
10/10/2025
Bernstein Private Wealth Management Unveils New Pooled Employer Plan
Expands Retirement Benefit Options for Small to Mid-sized Businesses and Private Equity Firms
10/10/2025
Thryve Wealth Management Launches Independent RIA to Transform Wealth Management
The firm’s platform merges the strengths of traditional portfolio management with evolving growth themes that are shaping the future of the economy.
10/09/2025
Race for Relevance Fuels M&A in Asset and Wealth Management
The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years.
10/09/2025
Americana Partners Expands Into Nashville With Acquisition of Goodpasture Gray
$11.5* Billion Texas-Based Wealth Management Firm Continues Growing Footprint Beyond Texas, Tapping Sports & Entertainment Market
10/08/2025
Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List
This is the firm’s third consecutive year on this list.
10/08/2025
Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals
Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership
10/08/2025
UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams
They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.
10/08/2025
Canada's Dawson Partners pushes into EMEA private wealth
The Toronto and London based-Dawson Partners, which specialises in secondaries, has hired Pimco's former head of UK wealth sales and is preparing an evergreen fund for the region.
10/08/2025
Captrust Launches Executive-Level Health Service with Cleveland Clinic
Captrust’s new program pairs wealth clients with a wellness consultant to see them through an extensive, multi-day health screening.
10/07/2025
Will investors continue to look through the US government shutdown?
The indifferent market response to the government shutdown is in line with historical experiences.
10/07/2025
Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan
They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.
10/07/2025
Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
10/07/2025
Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
10/07/2025
Boutique family offices bet on intimacy
A generation of boutique advisory firms is holding the line and setting themselves apart from fast-consolidating larger rivals seeking scale and big-brand recognition