• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


Wealth and Asset Management

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.

05/07/2025

Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

$3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering

05/07/2025

Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • …
  • 464
  • 465
  • 466

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million

07-10-2025

Appoints Jon Hudson as Managing Director and Co-Head Of Healthcare Services Investment Banking

07-15-2025

Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai

07-15-2025

H1 2025 equity recap: Business as unusual

07-09-2025

Safra welcomes former Insigneo trader to Aventura team

07-10-2025

MANTL Becomes First Fintech to Offer Plaid Layer

07-10-2025

Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets

07-10-2025

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

07-15-2025

Blackstone poaches JPM private bank's multi-asset head

07-16-2025

Atlas acquires RIA firm Central Wealth Management

07-16-2025

JPMorgan, Citi, Wells Fargo exceed investment banking forecasts; Barclays fined £42mn for financial crime risk failures

07-16-2025

Morgan Stanley profits rise 15% as wealth and trading divisions shine

07-16-2025

Justin Blower exits Schroders PW for new life in North Carolina

07-16-2025

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

07-16-2025

SEIA Hires Financial Planning Lead from Fidelity

07-16-2025

Elevation Points Stakes $1B Raymond James Breakaway

07-16-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS