12/17/2025
Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.
12/17/2025
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
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
12/17/2025
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
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
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
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
This partnership brings the firm's total client assets to more than $131.2 billion.
12/16/2025
The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.
12/15/2025
The authorities are definitely overstepping their remit and interfering in business.
12/15/2025
Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026
12/15/2025
MCF Advisors’ first acquisition brings $178 million in AUM to the firm
12/12/2025
This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans
12/12/2025
$500 Million Team Aims to Expand Investment Opportunities and Streamline Operations with Dynasty Partnership
12/11/2025
New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth
12/11/2025
Partnership adds Portland-based RIA known for holistic, planning-first client service
12/11/2025
The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.
12/11/2025
Updated wealth platform focused on seamless client experience
12/11/2025
The combined platform will enhance the scope of services available to high-net-worth families, privately held business owners, and entrepreneurial leadership teams.
12/11/2025
Waverly increases market presence in Pennsylvania