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Wealth and Asset Management

02/05/2026

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

02/05/2026

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

02/05/2026

A Notable 17 Northwestern Mutual Advisors Recognized Among Industry's Best on Latest Forbes Lists

Advisors who appear on Forbes' annual lists stand out in the industry, with honorees receiving acclaim for their client service, adherence to ethical standards, and other quantitative metrics including revenue and assets under management.

02/05/2026

Margins under pressure: EY’s Jun Li on why asset management’s growth story is changing

AWM leader explains why asset managers face shrinking margins despite AUM growth, and how clarity, focused transformation and adaptability will define the industry’s next winners

02/04/2026

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

02/04/2026

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

02/04/2026

Canaccord Genuity wins seven investment trust broking clients after hiring Stifel team

Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year.

02/04/2026

How RBC Wealth Management uses AI in their talent pipelines

AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity

02/03/2026

Family offices place big bets on AI, alternatives and governance, JPMorgan reveals

Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.

02/03/2026

J.P. Morgan Private Bank Releases 2026 Global Family Office Report

Global Study Reveals How Family Offices Are Bridging Ambition and Execution

02/03/2026

$3B Summit Wealth Adds Commonwealth Advisor to Lead New Family Office

Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470 million in assets under management.

02/03/2026

Annual IG Wealth Management Retirement Study: Decline in Guaranteed Employer Pensions Leaving Many Canadians Underprepared for Retirement

Just 11 per cent of non-retired Canadians know how much annual income they will need in retirement, while half (49 per cent) say they simply do not know at all.

02/02/2026

Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”

Industry and media titan Barry Ritholtz expands equity ownership to more firm employe

02/02/2026

Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.

The advisors serve a broad mix of clients, including families, retirees, business owners and family offices, and are known for their collaborative approach to long-term wealth planning.

02/02/2026

Raymond James recruits $1B veterans from Merrill

Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.

01/30/2026

Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility

Investors press pause on portfolio moves

01/30/2026

Nominations Open for 2026 Wealth Management Industry Awards

Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling

01/30/2026

BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms

BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.

01/30/2026

Cetera Deepens RIA Platform with Acquisition of Plains Wealth Management

Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax

01/30/2026

US wealth management in 2035: A transformative decade begins

For the US wealth management industry, these forces have already reshaped client expectations, investment flows, and business models.

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Vontobel SFA taps Swiss banker to run Miami in reshuffle

07-13-2026

Wealth manager to open Cincinnati west side flagship office

07-13-2026

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

07-13-2026

Bank of America hires nine senior investment bankers to target US middle market

07-13-2026

Bank of Canada expected to hold key interest rate at 2.25%

07-13-2026

Citi hires two senior advisors from Banco do Brasil for Miami team

07-13-2026

Pimco Sees First Cracks in the Private Credit Boom

07-13-2026

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07-15-2026

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07-17-2026

Citizens Financial Group, Inc. Reports Second Quarter 2026 Net Income of $587 Million, up 35% YoY, and EPS of $1.30, up 41% YoY and 15% QoQ

07-17-2026

Bitget Wallet and alfred Bring Stablecoin Access to Latin America's Local Banking Rails

07-17-2026

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

07-17-2026

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The great bank migration: Banking loyalty must now be earned

07-17-2026

BlackRock Reports Second Quarter 2026

07-17-2026

Crestwood Advisors Included in Financial Advisor Magazine's 2026 RIA Survey & Ranking

07-17-2026

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