04/30/2025
Modern Wealth Marks Second Year in Business With 16th Acquisition, Establishes Presence in Chicago
Acquisition of OFM Wealth’s assets pushes Modern Wealth past $7.5 billion in assets under management (AUM) two years after its launch
Wealth and Asset Management
04/30/2025
Where Will Brookfield Asset Management Be in 5 Years?
Forecasters see that number rising to $60 trillion by 2032, or about 20% of the anticipated $300 trillion global investment market by AUM.
04/29/2025
UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers
UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration
04/29/2025
Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025
Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management and family office advisory services.
04/29/2025
UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.
04/29/2025
UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list
The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.
04/29/2025
Kathy Lintz of Matter Family Office Named Entrepreneur of the Year(R) 2025 Heartland Award Finalist
Celebrating visionary leadership shaping the future of family wealth management
04/29/2025
MSCI using AI to fight wealth managers' spreadsheet habit
The US giant is introducing artificial intelligence-powered tools to its Wealth Manager platform and adding private markets capabilities.
04/29/2025
Seven UBS Advisors in the Southeast Region Named to the Forbes America’s Top Wealth Advisors List
The tenth annual 2025 Forbes America’s Top Wealth Advisors list is comprised of 250 advisors that collectively manage about $2 trillion of assets.
04/28/2025
Vanguard inks tripartite deal to boost adviser access to private markets
Both Wellington Management and Blackstone manage over US$1 trillion in assets each, with Blackstone covering alternative assets such as private equity, real estate, and credit.
04/28/2025
TISE shareholders demonstrate strong support for proposed acquisition by Miami International Holdings
The Acquisition is to be implemented by means of a scheme of arrangement under Part VIII of the Companies (Guernsey) Law, 2008 (as amended) (the Scheme).
04/28/2025
Harbourfront Wealth takes over KJ Harrison & Partners
With this acquisition, Harbourfront Wealth's total assets under administration will be nearly C$11bn (approximately $7.9bn).
04/25/2025
UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists
Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.
04/25/2025
CapIntel partners with wealth firm to integrate proposal tools into advisor platform
Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals
04/25/2025
Ultra High Net Worth Team Partners with Arkadios Capital, Establishing Boutique Firm KRM Investment Counsel
"KRM exemplifies the caliber of institutional-quality firms we are proud to support," said Paul Pilcher of Arkadios Capital.
04/25/2025
Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience
Father-son duo aims to strengthen client relationships with the move to independence
04/25/2025
SGH Wealth Management Included on USA TODAY’s list of the Best Financial Advisory Firms 2025 List
SGH Wealth Management is an independent registered investment advisor specializing in fee-based fiduciary early retirement planning and investment management.
04/24/2025
Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal
The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.
04/24/2025
Citi CEO Sings Andy Sieg’s Praises as Wealth Unit’s Earnings Rise
Citi’s wealth division’s revenue reached $2.1 billion
04/17/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
The survey explored investor views on sector opportunities for the second quarter of 2025