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Wealth and Asset Management

09/11/2024

Apollo Is Selling $1 Billion a Month of Products to the Wealthy

Apollo has added about 200 people who work in wealth in the past three years

09/11/2024

Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

09/11/2024

Brookfield to Invest Up to $1.1 Billion in Infinium to Scale Ultra-Low Carbon eFuels

Brookfield is a tremendous partner, and we are thrilled to secure this additional capital

09/10/2024

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

09/10/2024

Amalia Todryk Named to BizTimes Milwaukee’s “Notable Women in Wealth Management”

Todryk is on the Milwaukee Symphony Orchestra’s Sound Legacy Campaign Committee and is a supporter of the Wisconsin Humane Society

09/09/2024

BNY plans to acquire Archer and integrate its managed account services

The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.

09/09/2024

Amundi Tie-Up Offers US Private Credit to Wealthy Individuals

It will also be open to other kinds of investors including institutions, family offices and asset managers.

09/09/2024

JP Morgan Asset Management Expands Morgan Money Platform with Treasury, Cash Management Capabilities

This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”

09/09/2024

Breaking The 3rd-Gen Curse: How Family Offices Are Evolving Today

Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.

09/06/2024

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

09/06/2024

Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030

They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.

09/06/2024

CIBC announces leadership changes affecting wealth management

Changes offer leaders broader experience across banking group's operations

09/06/2024

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

09/06/2024

Wealth Enhancement Group Announces Acquisition of Levy Wealth Management Group, LLC

This partnership marks Wealth Enhancement Group's ninth location in Pennsylvania and brings the firm's total client assets to more than $90.5 billion.

09/06/2024

Portland Wealth Management Firm Expands Access to Billionaire-Level Services for All Residents

A McKinsey report published in January 2024 shows a 60% increase among clients looking for holistic financial advice

09/05/2024

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

Morgan Money and Kyriba to streamline liquidity management workflows for customers

09/05/2024

Banks are ceding their wealth funnel advantage, says Cerulli

A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.

09/04/2024

Mercer acquires $412m Connecticut RIA

Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.

09/04/2024

Eton Solutions Launches EtonGPT™, World's First Generative AI Platform for Family Offices

The platform will enable wealth managers to achieve 2 to 4X increase in operational efficiency

09/04/2024

JPMorgan Sets Up Dubai Private Banking Team to Tap Wealth Boom

JPMorgan’s international private bank is larger than any of its US rivals

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Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor

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Inside the first-half: 30 events, from selloff to snapback

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Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

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Withers announces international 16 partner promotion round

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Should investors bet against DEI? What to know about new anti-'woke' index fund

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07-08-2025

Financial Advisors Increasing Private Market Allocations – Blackstone

07-11-2025

Top 50 IAM acquires another Zurich wealth manager

07-11-2025

Orion Innovation Successfully Implements Temenos' Digital Banking Platform for BNI

07-11-2025

Bank of Montreal launches biometric mobile authentication system

07-11-2025

Apex appoints John Amberg to executive role

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Bank of America to add 500 new branches in 4 years

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The Mather Group, Brand Asset Management announce deals

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