07/27/2026
The new platform replaces Envestnet’s legacy trading experience with a single environment built around how advisory firms manage portfolios today.
07/27/2026
Nominated by investors, 35 teams are named in the list
07/24/2026
Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.
07/24/2026
For investors, the interaction between fee-based revenue and market levels now shapes the medium-term profile of Northern Trust stock.
07/23/2026
Lindsey Holton, Sarah Mercurio, and Jackie Moss
07/23/2026
On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with the adjusted operating margin increasing to 32%.
07/23/2026
The evening opened with comedian and storyteller Kirk Smith, whose blend of humor and real-life experiences had guests laughing throughout his performance.
07/23/2026
Citi Wealth is committed to best-serving clients at all stages of their wealth journeys, and this partnership reflects the firm’s continued commitment to deliver that capability in the workplace.
07/22/2026
Northern Trust Ties its One Northern Trust Strategy to Employee Ownership
07/22/2026
Transaction marks another significant milestone in Macquarie Asset Management's longstanding digital infrastructure investment strategy
07/22/2026
Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience
07/22/2026
More investors are considering portfolio changes amid a mixed backdrop
07/22/2026
The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Center.
07/21/2026
New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation
07/21/2026
The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.
07/21/2026
New custom SMA strategies leverage investment capabilities of Fidelity’s enhanced and fundamental lineups while offering personalization and tax management
07/21/2026
Empower will continue the plan administration for roughly 300,000 public employees in Massachusetts with approximately $16B in AUA.
07/21/2026
Acquisition Marks Cary Street Partners 22nd Office Nationally and a New Location in the Firm's Home Market of Richmond
07/20/2026
Broadridge enables proxy voting, investor communications, and voting entitlement reconciliation across Alpaca’s platform
07/20/2026
National recognition underscores sustained leadership in expanding access to private markets and redefining investment management for ultra-high-net-worth families