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.
Wealth and Asset Management
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
04/17/2025
Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.
04/17/2025
Manulife Wealth introduces Unified Managed Account Program
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
04/17/2025
Commerce Bancshares Grows Wealth Management Business, With Trust Fees Up 11%
This growth contributed to 7% year-over-year growth in Commerce Bancshares’ non-interest income and helped the company diversify its revenue, according to the presentation.
04/16/2025
CITI First Quarter 2025 Results and Key Metrics
Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.
04/16/2025
BTG Pactual acquires JGP’s wealth management arm
Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy
04/16/2025
13 giant wealth management firms paid CEOs an average of $29M
Judging by the below rankings of CEO compensation across 13 of the biggest firms in the business, wealth management scored big for them last year.
04/16/2025
Reid, Sherman named to Forbes list of Best-in-State Wealth Advisors
Reid Sherman Investment Group was also recognized by Forbes on the 2025 list of Best-In-State Wealth Management Teams.
04/16/2025
Erich Castillo, Founder of Cornerstone Wealth Management, Discusses Tailored Financial Strategies and Long-Term Planning in a TV Interview
During the interview, Erich emphasized the importance of planning for life's uncertainties and creating strategies that align with individual goals.
04/15/2025
Advisory firms confront crossroads amid historic wealth transfer
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
04/15/2025
Steward Partners Applauds 23 Financial Advisors Recognized on Forbes | SHOOK 2025 Best-In-State Wealth Advisors List
The list is compiled by SHOOK Research and is based on a rigorous methodology that blends quantitative data with qualitative insights, including comprehensive interviews with firm-nominated candidates.
04/15/2025
Silver Scott Announces Crypto Wealth Management Division and Strategic XRP Reserve Initiative
The service will initially focus on wealth managers, private banks, and qualified individual investors across North America, Europe, and select Asian markets.
04/14/2025
Private equity investment for SMSFs poses challenges: wealth adviser
In private equity, fees can also be higher than many other investment options, so any potential return performance needs to be considered in light of additional fee drag.
04/14/2025
SoundRidge Private Wealth Debuts in NYC
2025 Forbes Best-in-State Wealth Management Team Joins Wells Fargo Advisors Financial Network (FiNet)
04/14/2025
Liontrust Asset Management investors are sitting on a loss of 65% if they invested three years ago
Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.