12/23/2025
Will the US dollar dip further as America's rate advantage fades?
They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.
Wealth and Asset Management
12/23/2025
Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets
This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion.
12/23/2025
CBA to repay $68m in fees to low-income customers
CBA elected to make the repayments after the Australian Securities and Investments Commission issued a critical report in July about the impact of bank fees on customers receiving Australian government concession payments.
12/22/2025
Private markets, global opportunity, and the future of private wealth
EQT partner, private wealth leader on the reality of today’s private markets
12/22/2025
Kirk Badii Named Finalist for 2025 Wealth Manager of the Year in the Southwest Region by InvestmentNews
Independent financial advisor Kirk Badii recognized for fiduciary leadership and long-term wealth management for ultra-high-net-worth families
12/19/2025
New AI Tool Solves Complex Asset Management Challenges as Great Wealth Transfer Accelerates
While stocks and real estate transfer with relative ease, unique personal property bottlenecks an orderly settlement.
12/19/2025
Blackstone,Revolut in talks to collaborate on wealth management – report
The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.
12/18/2025
Wipfli: Wealth Management Executives Bullish on Growth for Next Year
But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.
12/18/2025
Great Wealth Transfer drives rise in multi-generational planning
Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.
12/18/2025
Wealth Managers Merge at Rapid Pace and PwC Sees Even More Ahead
Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report.
12/17/2025
Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets
A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains.
12/17/2025
Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.
12/17/2025
Expect changes in investor behavior in 2026 as prediction markets expand
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
12/17/2025
EP Wealth acquires Clearview Wealth Advisors
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
12/17/2025
Wealth Enhancement acquires Spectrum Wealth Management and Putman Group
The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.
12/16/2025
Four US managers battle to beef up Asia wealth channels
The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.
12/16/2025
BlackRock Expands Citi Partnership, Appoints New Leader
Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.
12/16/2025
Hightower Announces Launch of Hightower Signature Wealth
HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.
12/16/2025
Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice
This partnership brings the firm's total client assets to more than $131.2 billion.
12/16/2025
Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface
The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.