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Wealth and Asset Management

09/12/2024

Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald

The acquisition represents an important addition to the Company's international operations

09/12/2024

BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets

Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models

09/11/2024

Private Bank Announces Financial Initiative To Support the Creative Community

Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta

09/11/2024

Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners

Titan Unveils Membership Plan and Titan Access

09/11/2024

Apollo Is Selling $1 Billion a Month of Products to the Wealthy

Apollo has added about 200 people who work in wealth in the past three years

09/11/2024

Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

09/11/2024

Brookfield to Invest Up to $1.1 Billion in Infinium to Scale Ultra-Low Carbon eFuels

Brookfield is a tremendous partner, and we are thrilled to secure this additional capital

09/10/2024

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

09/10/2024

Amalia Todryk Named to BizTimes Milwaukee’s “Notable Women in Wealth Management”

Todryk is on the Milwaukee Symphony Orchestra’s Sound Legacy Campaign Committee and is a supporter of the Wisconsin Humane Society

09/09/2024

BNY plans to acquire Archer and integrate its managed account services

The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.

09/09/2024

Amundi Tie-Up Offers US Private Credit to Wealthy Individuals

It will also be open to other kinds of investors including institutions, family offices and asset managers.

09/09/2024

JP Morgan Asset Management Expands Morgan Money Platform with Treasury, Cash Management Capabilities

This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”

09/09/2024

Breaking The 3rd-Gen Curse: How Family Offices Are Evolving Today

Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.

09/06/2024

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

09/06/2024

Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030

They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.

09/06/2024

CIBC announces leadership changes affecting wealth management

Changes offer leaders broader experience across banking group's operations

09/06/2024

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

09/06/2024

Wealth Enhancement Group Announces Acquisition of Levy Wealth Management Group, LLC

This partnership marks Wealth Enhancement Group's ninth location in Pennsylvania and brings the firm's total client assets to more than $90.5 billion.

09/06/2024

Portland Wealth Management Firm Expands Access to Billionaire-Level Services for All Residents

A McKinsey report published in January 2024 shows a 60% increase among clients looking for holistic financial advice

09/05/2024

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

Morgan Money and Kyriba to streamline liquidity management workflows for customers

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Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking

11-14-2025

RBC Global Asset Management announces leadership transition: Stu Kedwell to be appointed as Global Chief Investment Officer

11-14-2025

Withers grows US Art and Advisory team with senior counsel Frank Lord

11-14-2025

Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution

11-14-2025

It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers

11-14-2025

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11-14-2025

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11-13-2025

State Street Investment Management Announces Changes to ETF Lineup

11-14-2025

OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System

11-20-2025

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

11-20-2025

LPL Financial Welcomes Longstreet Wealth Management

11-20-2025

Tim Froehlich Named Head of Investment Products for Wells Fargo Wealth & Investment Management

11-20-2025

Steven Goodell Joins Endeavor Private Wealth

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11-19-2025

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Mastercard extends Crypto Credential to self-custody wallets

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