09/26/2025
Raymond James snags 3 teams from Richardson Wealth with $1B in assets
The Winnipeg-based firms will integrate to create Raymond James’ first office in Manitoba
Wealth and Asset Management
09/26/2025
Rockefeller Asset Management Marks One-Year Anniversary of Opportunistic Municipal Bond ETF Launch with Strong Performance and Continued Growth
Rockefeller’s actively managed municipal ETFs seek to provide exposure across high-yield and high-grade segments on the municipal bond market in an effort to deliver risk-adjusted returns compared to its respective benchmarks.
09/26/2025
Dollar Bank expands wealth management services in Ohio, US
The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.
09/26/2025
Report: 20% of Wealth, Asset Managers to Be Acquired by 2029
The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.
09/26/2025
Family offices prefer to bet on AI boom with stocks versus startups and VC funds
Private investment firms of the ultra-wealthy have made splashy deals backing AI startups.
09/26/2025
Raymond James Ltd. Expands into Manitoba with the Acquisition of Three Leading Winnipeg Teams bringing over $1B in client assets Français
Managing over $1B in client assets, Martin Wealth Management, Miles Wealth Management Group, and Ruban Stark Wealth Partners will anchor the opening of a new Raymond James office in Winnipeg.
09/25/2025
JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches
The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.
09/25/2025
Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards
Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards
09/25/2025
What is mental wellbeing fatigue and how can we address this in the workplace?
World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness.
09/25/2025
Deloitte Private’s latest report in its Family Office Insights Series - Global Edition explores the rapid expansion of family offices and offers a vision of the future landscape
As family offices continue rapid global expansion, Deloitte Private’s research reveals that these organizations expect increased wealth creation and enhanced influence in the investment community.
09/25/2025
Crisil to acquire McKinsey’s PriceMetrix in Canada
PriceMetrix provides data and performance benchmarks to wealth managers across the US and Canada.
09/24/2025
US asset manager strengthens its commitment in Switzerland
The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.
09/24/2025
Wellesley Asset Management acquires Halbert Wealth in US
The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.
09/24/2025
Segment Wealth Management Named to Barron's 2025 Top 100 Independent Advisors Ranking
This marks another milestone in Segment Wealth Management's disciplined investment approach and client-first fiduciary model.
09/23/2025
Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
09/22/2025
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
09/22/2025
Americans turn to Swiss banks in search of a safe haven
Americans are knocking more and more insistently on the doors of Swiss banks, although few institutions now cater to this type of clientele.
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The team is committed to delivering professional investment management and building personalized relationships with clients.
09/19/2025
After watching advisors walk, UBS adjusts pay plan, a boost for some advisors
“I think it’s too little, too late,” said one industry recruiter.
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.