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Wealth and Asset Management

04/16/2026

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework

04/16/2026

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

04/15/2026

SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem

04/14/2026

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide

04/14/2026

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations

04/14/2026

The 2026 Asset & Wealth Management and Alternatives Outlooks

Alpha FMC Research Shows Shift in Focus from Innovation to Execution

04/14/2026

Leadership Lessons From Two Sides of the Wealth Management Industry

Big or small, every firm is trying to solve the same problems—just from very different vantage points.

04/14/2026

Goldman Sachs Wealth Fee Revenue Rises Amid Fixed Income Miss

Goldman Sachs’ total asset and wealth management net revenue was up 10% year-over-year, but dipped 14% from last quarter, according to the firm’s earnings report.

04/13/2026

Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms

Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada

04/13/2026

Arax Recognizes 2026 InvestmentNews Excellence Awardees

InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis.

04/13/2026

Citadel Wealth Management’s Impact, Vision Honored by Bank Insurance & Securities Association

The national honor highlights Citadel Wealth Management’s continued momentum as a client-focused, growth-oriented wealth management business.

04/10/2026

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button.

04/10/2026

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

Two proposals—one in California, one in Congress—could finally do it. The alternative is an ever-more-powerful billionaire class that threatens democracy itself.

04/10/2026

Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management

Built Ground Up for Ultra-High-Net-Worth Families, Farther Family Office Powers Elite Advisory Services with Intelligent Solutions to Remove the Pain Points of Generational Wealth Management

04/10/2026

Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets

Inside the shift toward private equity, private credit, and real assets shaping the future of long-term wealth.

04/10/2026

34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking

Wealth Enhancement is honored to have 34 advisors named to the list this year.

04/10/2026

Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies

Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion

04/09/2026

The signal in the sell-off: Wealth management’s value in the AI era

The market reaction was immediate and telling.

04/09/2026

Marsh strengthens Mercer’s investments leadership to drive client impact

In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds.

04/08/2026

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

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J.P. Morgan named among Barron’s top advisors and teams for 2026

05-14-2026

Rockefeller Capital Management Appoints Anousheh Ansari to Board of Directors

05-14-2026

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

05-14-2026

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

05-14-2026

Goldman Sachs Alternatives to Acquire QScale, a Leading Canadian Data Center Platform

05-14-2026

Fiserv and Bridgeport Partners Enter into Agreement to Form Joint Venture to Accelerate Growth Across ATM and Cash Services Businesses

05-14-2026

Emigrant Bank Appoints Tyler Kelley as Managing Director to Support Strategic Growth and Family Office Expansion

05-14-2026

Citi Strengthens Financial Institutions Investment Banking Team With Senior Hires

05-14-2026

Alpha FMC Appoints Charles Cummins as Senior Partner in North American Wealth Management Team

05-21-2026

LPL Financial Welcomes Cebert Wealth Advisors

05-21-2026

UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List

05-21-2026

Suntera Global completes Experienced Advisory Consultants acquisition

05-21-2026

Partners Group Bets on Rivals and Retail in $450 Billion Growth Push

05-21-2026

Northern Trust Asset Management Names Anne-Sophie van Royen Head of Index and Quantitative Strategies

05-21-2026

Insigneo Appoints Eduardo Solano as Senior Vice President of International Markets

05-21-2026

US fintech Moment lands $78m in Series C fundraise

05-21-2026

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