07/29/2025
Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip​
07/29/2025
This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.
07/25/2025
Lawyers and firms are assessed by various factors, including legal knowledge and experience, professional ability, effectiveness, and client service.
07/25/2025
The strategy is characterized by targeted management of interest rate and credit risks, with lower volatility than traditional corporate bond portfolios.
07/25/2025
Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.
07/24/2025
Northern Trust Corporation also declared cash dividends of $2,300 per share of its Series D non-cumulative perpetual preferred stock (resulting in a distribution of $23.00 per depositary share)
07/24/2025
For the first half of 2025, Lazard reported net revenue of $1,444 million and adjusted net revenue1 of $1,413 million.
07/24/2025
The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.
07/24/2025
Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.
07/24/2025
Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement
07/22/2025
Three advisors ranked in the top 10 in the country
07/22/2025
The company plans to raise private investor money for traditional funds alongside institutional capital.
07/21/2025
The survey explored investor views on sector opportunities for the third quarter of 2025
07/21/2025
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale
07/21/2025
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
07/21/2025
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.
07/21/2025
Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.
07/21/2025
New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series
07/18/2025
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
07/18/2025
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.