05/06/2026
Cerity Partners Named to USA TODAY's Best Financial Advisory Firms List for 2026
The annual ranking recognizes top registered investment advisory (RIA) firms in the United States based on an independent third‑party evaluation.
Wealth and Asset Management
05/06/2026
2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm
Forbes Names 59 Merrill Advisors to America's Top Wealth Advisors, Including the #1 Advisor
05/06/2026
Citi changes referral pay for bankers and wealth advisers
In the memo, the bank said it was introducing “partnership awards” across its banking and wealth management operations to reward “meaningful cross-business collaboration”.
05/06/2026
Steward Partners Acquires Jazz Wealth, Expanding into Florida's Gulf Coast
The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners' rapidly growing M&A Channel
05/06/2026
Wealth Enhancement Announces Acquisition of Lake Tahoe Wealth Management, an Independent RIA with $318 Million in Client Assets
This partnership brings Wealth Enhancement's total client assets to more than $148.1 billion.
05/06/2026
Apollon Wealth Management Welcomes Senglaub Financial, Adding $650 Million in Client Assets and Expanding Presence in Wisconsin
This partnership expands Apollon’s footprint in the Midwest and strengthens its network of family-led advisory teams committed to long-term client relationships.
05/06/2026
High-Touch Service Drives Wealth Management Client Referrals
Cerulli finds firms risk losing clients—and referrals—when personal interactions give way to self-service models
05/05/2026
Morgan Stanley Investment Management Introduces Wealth Education Center
The Wealth Education Center is designed to meet that challenge by equipping advisors with education that prioritizes relevance, clarity and proper application.”
05/05/2026
The Great Wealth Surge: This Is Your Moment If You're Willing To Earn It
Simultaneously, trillions of dollars are being transferred across generations.
05/05/2026
The biggest risk in wealth transfer isn’t taxes. It’s misalignment
Families spend months structuring estates but avoid the conversations that determine whether those plans actually hold.
05/05/2026
Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team
Portfolio managers John S. Albert and Kevin A. Finn to join 1 May 2026
05/05/2026
Wealthspire to Acquire Fi3 Advisors
Partnership maintains Fi3’s high-touch, Family Office client experience while expanding capabilities to support future growth; marks second Indianapolis acquisition this year
05/01/2026
34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list
The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.
05/01/2026
Broadridge Reports Third Quarter Fiscal 2026 Results
Recurring revenues grew 7%; up 6% constant currency
05/01/2026
SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels
Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation
05/01/2026
Jupiter Asset Management and the “Golden Era” for Active Management
The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors
05/01/2026
Justin Nelson of JP Morgan Reveals Why Family Offices Are No Longer Just for Billionaires
That flexibility is reshaping who family offices serve.
05/01/2026
The Thirteenth Family Wealth Report Awards 2026
FAMILY OFFICE CATEGORIES
05/01/2026
10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list
The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.
05/01/2026
Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'
Griffin also questioned whether wealthy investors fully grasped what they were buying into.