12/05/2025
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth
Wealth and Asset Management
12/05/2025
Broadridge’s Distributed Ledger Repo Platform Processes $368 Billion in Average Daily Trade Volumes in November
November 2025 ADV up 466% Year Over Year, Highlighting the Rapid Adoption of Tokenized Settlement
12/05/2025
Good News, Wealth Management: Here Come the Insurance Companies
While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want.
12/05/2025
Summit Financial invests in Ivy Wealth Management
Summit Financial’s minority-stake investment in Ivy Wealth Management adds $500m in client assets.
12/05/2025
Vanguard plans to expand in Miami to target Latin American wealth – report
Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.
12/05/2025
Bank of America expands crypto access for wealth management clients
The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.
12/05/2025
Flex raises $60m Series B to scale AI private bank
The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.
12/05/2025
US markets could advance in 2026 despite headwinds, says RBC Wealth Management
Banking group sees room for stock and economic growth, even with caution advised.
12/04/2025
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business Partnership Highlights Commitment to Helping Advisors Scale and Grow
12/04/2025
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast
The complexities of discussing money, entitlement, and wealth to children of successful families is the topic of a new webcast featuring executives of Pathstone Family Offices and Family Enterprise USA’s Pat Soldano.
12/04/2025
JP Morgan AM bets on semi-liquids in multi-asset alts push
The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.
12/04/2025
Mercer Advisors acquires Glass Jacobson
The deal strengthens Mercer Advisors’ presence in the Mid-Atlantic region and expands its reach across the Baltimore and Washington.
12/03/2025
RBC Posts Record Earnings of C$20.4 Billion, Boosts Profitability Target
Royal Bank of Canada beat estimates on strong results in its capital-markets and wealth-management divisions, capping off a year of brisk trading activity, and set higher targets for returns on shareholders’ capital.
12/03/2025
National Bank of Canada's fourth-quarter profit rises on strong wealth management business
Bank of Nova Scotia beat profit estimates on Tuesday powered by strength in its capital markets segment.
12/03/2025
Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets
This partnership brings the firm's total client assets to more than $127.8 billion.
12/02/2025
What The Burgeoning UHNW Clientele Wants From Advisors
Family Office Executives Share 2026 Predictions And Trends In UHNW Client Demands
12/02/2025
BlackRock partners with AWS to deliver Aladdin on secure, scalable cloud infrastructure
Aladdin on AWS offers clients cloud choice, scale and innovation
12/02/2025
Bank of America says its wealth management clients may put up to 4% of their portfolio in crypto
The firm is endorsing a 1%-4% allocation to digital assets for clients of its Merrill, Bank of America Private Bank, and Merrill Edge platforms.
12/02/2025
Global Salon: Goldman Sachs On Multigenerational Wealth And Meaningful Management
The US continues to generate new wealth at scale, and parts of Europe have seen renewed activity in specific sectors.
12/02/2025
Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment
The IDC MarketScape evaluated 13 worldwide technology providers across two dimensions – Capabilities and Strategy – and Broadridge was named to the Leaders Category for both.