09/29/2025
Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards
Firm honored with this distinction for the second time
Wealth and Asset Management
09/29/2025
Royal Bank of Canada targets wealth-management firms for US banking expansion
The expansion strategy also includes a focus on Asia, where the CEO is open to forming partnerships with other banks.
09/29/2025
Associated Wealth Advisors Launches the “The 10-Billion Fund Showdown” to Select Visionary Leadership for Its Landmark Project
Positioned as the “Olympics of Capital Markets,” this initiative underscores AWA’s long-term strategy as it advances toward its planned Nasdaq listing in May 2026.
09/29/2025
Barron's Ranks Mission Wealth on Top 100 RIA Firms List for 2025
Mission Wealth's fiduciary advisors are focused on helping clients navigate these shifts with confidence.
09/29/2025
Royal Bank of Canada targets wealth-management firms for US banking expansion
The expansion strategy also includes a focus on Asia, where McKay is open to forming partnerships with other banks to facilitate support for RBC's clients engaged in global business activities.
09/29/2025
Praxis Solutions Acquires WEALTHAWK, An Award-Winning Lead Generation Platform for Advisors
WEALTHAWK has already earned industry recognition
09/29/2025
Steward Partners Named to AdvisorHub's Inaugural 'RIA Firms to Watch in 2026' List
AdvisorHub cites Steward Partners' innovative ownership structure and strong growth momentum as drivers shaping the future of RIAs
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
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.