02/20/2026
Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland
Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.
Wealth and Asset Management
02/20/2026
Eton Solutions Goes Direct to (High-Net-Worth) Consumer With Expanded Business Model
As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World’s Wealthiest Families Directly to a Growing Millionaire Class.
02/20/2026
KeyBank expands family office banking team
This is a differentiated service for a differentiated client segment."
02/20/2026
Resilience defines success in wealth management
Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula
02/20/2026
Bank of America Launches Art Consulting Service
New Offering Helps Bank of America Private Bank and Merrill Clients Build Art Legacies
02/20/2026
Ultra-rich families spend more on their private investment firms as their fortunes rise
Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, up from $6.1 million in 2024.
02/20/2026
Reader callout: Do you use AI for retirement planning?
Could it ever replace human advice?
02/19/2026
Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor
Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition
02/19/2026
TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients
The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.
02/19/2026
Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access
Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders
02/19/2026
Goldman's Wealth Management Business Emerges as Durable Growth Engine
Lending to wealthy individuals and entrepreneurs has been a key growth driver for the bank.
02/19/2026
Merit Financial Advisors Partners with GlennCo, LLC, Adding a Seventh Office in Pennsylvania
This marks Merit's fifty-fifth acquisition, following the recent acquisition of TL Financial Group
02/18/2026
Leading Financial Communications and Marketing Firm Vocatus is Named a Finalist in the Thirteenth Family Wealth Report Awards 2026 in Best Marketing or PR Campaign Category
Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.
02/18/2026
LPL Financial Welcomes Shoreline Private Wealth Management
They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
02/18/2026
Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State
Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors
02/18/2026
Ascentis Wealth Management Welcomes Ascentis Family Wealth
Ascentis Family Wealth to team with Advisory Services Network for operations solutions and compliance support
02/18/2026
J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist
Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million
02/18/2026
First Northern Bank Acquires Beacon Wealth Strategies
Clients of Beacon Wealth Strategies will continue to have their accounts managed through Raymond James, ensuring stability, continuity, and access to comprehensive investment resources.
02/17/2026
What does Fed policy mean for investors?
Many FOMC participants remain uncomfortable looking through tariff-related inflation pressures in the near term, making it difficult to form a consensus on further rate cuts.
02/17/2026
BridgeWise acquires Context Analytics to build end-to-end AI for wealth management
Analytics’ expertise in unstructured financial data processing, the consolidated company now provides a level of asset analysis completeness that stands alone in the industry, setting the stage for the next evolution of AI for financial services.