03/03/2025
Prime Capital Starts Family Office Via Acquisition of $1.5B Firm
Prime Capital Financial has acquired SineCera Capital to launch a boutique family wealth office.
Wealth and Asset Management
02/28/2025
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses
Three Gold Membership Supporters Help Give Voice to America’s Family Businesses
02/27/2025
Betterment Acquires Ellevest's Automated Investing Business
New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform
02/27/2025
Elevation Point acquires minority stake in Triton Wealth
The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.
02/27/2025
Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners
The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients.
02/27/2025
Capital markets and wealth management drive CIBC's first quarter beat
The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.
02/27/2025
Canada's RBC quarterly profit rises as wealth management business remains robust
The Canadian central bank's decision to continue cutting rates in the reported quarter helped improve the environment for mergers and acquisitions.
02/26/2025
Miracle Mile Advisors Rebrands as Composition Wealth, Marking New Chapter in Integrated Wealth Management
National wealth management firm establishes new identity reflecting its collective approach to composing financial success stories with its clients
02/25/2025
Callan Family Office partners with Foundation Source to expand access to sophisticated philanthropic solutions
Turnkey platform empowers advisors to support families with donor-advised funds and private foundations
02/25/2025
Elevation Point Announces Strategic Stake in Triton Wealth, Building on Strong Start to 2025 with More Deals Ahead
Triton Wealth is an ideal partner for Elevation Point
02/25/2025
Fifth Third Private Bank's New Delaware Trust Administrative Office Highlights Wealth Planning Expertise, Meets Complex Client Needs
Our clients have complex needs, from philanthropy to business transitions and wealth protection
02/24/2025
Lisa Detanna Named to Forbes’ Top Women Wealth Advisors
Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors
02/24/2025
Canaccord Genuity Group Inc. through its Wealth Management business in the UK & Crown Dependencies announces completion of its acquisition of Brooks Macdonald Asset Management (International) LTD.
The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.
02/24/2025
Sanctuary Wealth Completes Minority Investment in Alluvial Private Wealth
Sanctuary developed the Strategic Capital Partnership program to provide members of its network and other elite wealth management firms a pathway to raise strategic capital
02/24/2025
InvestCloud Announces Founding Partnership with Apollo
This collaboration enables InvestCloud’s wealth management clients to incorporate Apollo’s private market model portfolios
02/21/2025
WealthCrossing: Pioneering a New Era in Wealth Management
SBK Financial Evolves with Bold Rebrand, Enhanced Digital Experience, and a Commitment to Your Financial Future
02/21/2025
Fidelity Unveils New ETF Model Portfolios for Wealth Management Firms
New Target Allocation and Target Risk ETF Model Portfolios Expand Fidelity’s Robust Lineup of Portfolio Solutions
02/21/2025
Apollo partners with wealth management platform InvestCloud
By offering efficient access to private markets alongside traditional public market investments, Apollo said that the partnership will help advisers to diversify portfolios and achieve better investment outcomes for their clients.
02/21/2025
Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase
This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced
02/21/2025
Veteran Advisors Launch XXI Wealth in Partnership with Dynasty Financial Partners
Team Previously Managed $900 Million in Assets; Clients Include Athletes, Attorneys, Business Professionals, and Entrepreneurs