06/03/2025
Wealth Management Industry Awards Announces Record Number of Finalists for 2025
This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.
Wealth and Asset Management
06/03/2025
BNY Unveils Enhancements for Wealth Managers at INSITE® 2025
New products and features will help advisors and investors innovate for the future of wealth management
06/03/2025
BNY Pershing Launches Advisor Growth Network, New Wove Features
BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.
06/02/2025
JP Morgan’s Harshika Patel on crossing the $200bn AUM mark
The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.
06/02/2025
Arax Investment Partners Acquires Schechter Investment Advisors, Broadening Midwestern Presence
Schechter Investment Advisors to operate under Arax Advisory Partners
06/02/2025
RSM Launches Family Office Advanced Leadership Program, Co-Developed with Cornell University
The 18-month program is designed to equip family office senior executives with the necessary skills to navigate the complexities of their roles
05/30/2025
Focus Partners Wealth Expands with First External Acquisition Since Rebrand
Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision
05/30/2025
Market volatility, economic uncertainty not stopping HNW wealth transfer
Long-term gifting plans remain as wealthy clients stay focused.
05/30/2025
RBC goes to UBS again, snags $1.6B team: Advisor Moves
Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies
05/30/2025
Hightower Makes Strategic Investment in Smith Anglin
Smith Anglin marks the second strategic investment for Hightower in 2025.
05/30/2025
Lisa Detanna Named to Barron’s 2025 List of Top 100 Financial Advisors
This recognition reflects Lisa’s decades-long commitment to delivering personalized, objective, and forward-thinking financial guidance to clients nationwide.
05/29/2025
Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors
A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients
05/29/2025
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations.
05/29/2025
UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald
The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management
05/29/2025
RBC’s profit jumps on HSBC deal, wealth management boost
The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.
05/29/2025
U.S. Bank named official banking, wealth management partner of professional lacrosse leagues
U.S. Bank also becomes the inaugural founding partner of the California Redwoods
05/29/2025
Ritholtz Wealth Management Announces Grand Opening of New Chicago Office at Iconic Salt Shed Venue
New location reflects firm’s growth, continues mission to build authentic client relationships without barriers
05/29/2025
Integrated Partners Welcomes Corey Wealth Partners, Expanding Footprint in Greater Boston
The team serves families by helping grow and protect generational wealth, as well as sophisticated business owners and executives.
05/28/2025
JPMorgan Chase is heading upmarket to woo America’s millionaires
It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions.
05/28/2025
Citi Handlowy Announces Agreement to Sell Consumer Banking Business in Poland to Velobank S.A.
Transaction marks last of the announced international consumer sales as part of Citi’s strategic refresh