02/05/2026
Advisors who appear on Forbes' annual lists stand out in the industry, with honorees receiving acclaim for their client service, adherence to ethical standards, and other quantitative metrics including revenue and assets under management.
02/05/2026
AWM leader explains why asset managers face shrinking margins despite AUM growth, and how clarity, focused transformation and adaptability will define the industry’s next winners
02/04/2026
Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families
02/04/2026
Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025
02/04/2026
Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year.
02/04/2026
AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity
02/03/2026
Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.
02/03/2026
Global Study Reveals How Family Offices Are Bridging Ambition and Execution
02/03/2026
Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470 million in assets under management.
02/03/2026
Just 11 per cent of non-retired Canadians know how much annual income they will need in retirement, while half (49 per cent) say they simply do not know at all.
02/02/2026
Industry and media titan Barry Ritholtz expands equity ownership to more firm employe
02/02/2026
The advisors serve a broad mix of clients, including families, retirees, business owners and family offices, and are known for their collaborative approach to long-term wealth planning.
02/02/2026
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
01/30/2026
Investors press pause on portfolio moves
01/30/2026
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
01/30/2026
Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax
01/30/2026
For the US wealth management industry, these forces have already reshaped client expectations, investment flows, and business models.
01/29/2026
The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
01/29/2026
Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base