05/15/2025
Wealth Management: What Switzerland Can Learn from the U.S.
There are both structural differences from Switzerland and numerous similarities — offering valuable insights for the Swiss market.
Wealth and Asset Management
05/14/2025
iCapital Agrees to Buy Citi Wealth’s Alternative Investments Feeder Fund Platform
In addition, Citi will use iCapital’s platform going forward to manage its alternative investments.
05/14/2025
Scotiabank extends reach into South Asian high-net-worth market with new partnership
Scotia exec tells Wealth Professional the deal accelerates strategy for cultural market expansion
05/14/2025
Why a high-net-worth specialist just switched firms
20+ year industry veteran joins Nicola, explains how other firms can attract talent like him
05/14/2025
Hightower Makes Strategic Investment in Lindbrook Capital
Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower
05/14/2025
Envestnet Unveils 2025-2026 Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized & At Scale
Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most Connected, Customizable Wealth Management Platform
05/14/2025
Michael Tarantino Named to Forbes 2025 Best-in-State Wealth Advisors
Michael's recognition by Forbes is well deserved
05/13/2025
Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors
Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.
05/13/2025
Funded Ventures Launches Terrace Wealth in Partnership with Industry Veteran Ryan Bowman to Offer Tailored Wealth Management Solutions
Midwest-Based Wealth Management Firm, Based in Clayton, Missouri, Seeks Acquisition Partners
05/12/2025
Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams
All four wealth advisors have been named to the list in previous years.
05/12/2025
Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS
Sanctuary makes minority investment in 1280 Financial Partners
05/09/2025
Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida
The move continues to strengthen Hub's Retirement & Private Wealth practices
05/09/2025
Mercer Advisors Acquires Lewis Wealth Management
Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver
05/09/2025
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values
05/09/2025
Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
The increase in earnings for the current period reflects contributions from AEL
05/09/2025
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience
Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.
05/08/2025
UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer
The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.
05/08/2025
Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape
Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes
05/08/2025
BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland
The new unit, based in Madrid, has 5 professionals dedicated to international clients
05/08/2025
First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations
As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming.