11/19/2025
Family Offices Merge to Create $10B Wealth Manager
The combined firm launches with backing from private equity investor BW Forsyth Partners.
Wealth and Asset Management
11/19/2025
How household wealth is helping drive consumption in the US
This concentration of spending power means aggregate demand is far more fragile than headline figures may suggest.
11/19/2025
Beacon Pointe Acquires $1.2B Female-Led RIA
The addition of Hemington Wealth Management represents Beacon Pointe’s 12th deal this year, and its fifth female-led team.
11/18/2025
Insigneo Attracts Founding Member of $6 Billion Raymond James Team
Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera
11/18/2025
JP Morgan Private Bank outlines investment strategy for 2026
The outlook identifies AI as a major driver of industry transformation, cost reduction and productivity growth.
11/18/2025
Evergreen Wealth Announces $5,000 Match for Its Clients’ Charitable Contributions
Evergreen Wealth, a next-generation, digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice, launches a year-end initiative to help clients maximize giving impact through donor-advised fun
11/17/2025
JPMorgan plans to hire 200 wealth advisers for its private bank next year
Lenders are jockeying for talent to capture wealthy clients
11/17/2025
Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine
Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas
11/17/2025
The Mather Group partners with Napa Wealth Management
This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.
11/17/2025
Does borrowing make sense in 2025?
Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.
11/17/2025
The Mather Group Announces Partnership With Napa Wealth Management, Expanding Presence in Northern California
Partnership deepens TMG’s West Coast presence and brings together two planning-led firms to enhance resources and client experience.
11/14/2025
OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences
While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.
11/14/2025
It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers
Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.
11/14/2025
Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking
Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.
11/14/2025
Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution
Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.
11/14/2025
What Warren Buffett’s succession plan at Berkshire Hathaway can teach family offices
Warren Buffett’s carefully planned succession at Berkshire Hathaway shows how foresight, trust and clear governance can preserve a founder’s legacy
11/14/2025
Linscomb Wealth Receives 2025 Accolades for Philanthropy, Investment Leadership, and Family Office Innovation
Building on a decades-long legacy of trusted service, the firm's recent honors underscore its ongoing commitment to excellence and meaningful impact on clients and the communities it serves.
11/13/2025
Financial Synergies Wealth Advisors Partners with Local Advisory Practice
The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.
11/13/2025
Advisors debate 'family office' craze overtaking the wealth management industry
More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.
11/13/2025
Prepared and Empathetic Advisors Gain More Value Than Ever
New generations and greater diversity are driving a more sustainable, transparent, and ethical approac