05/29/2026
By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships.
05/29/2026
This transaction unites two firms with complementary service models, grounded in a planning first, team-based approach to fiduciary advice and investment management.
05/28/2026
With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.
05/28/2026
With a fresh wave of acquisitions by US wealth managers and private equity-backed groups, UK firms are moving into a new phase of transatlantic consolidation – and ownership change
05/28/2026
New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities
05/28/2026
Agentic AI and quantum-ready mainframe capabilities advance data center modernization
05/27/2026
The Transaction will be implemented pursuant to a court-approved plan of arrangement and related steps requiring approval of shareholders of each of BN and BWS and is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.
05/27/2026
This is the second chapter of a four-part annual report on the global wealth industry and the trends shaping its future.
05/27/2026
Looking for a good business book for your trip to the beach, lake or pool? InvestmentNews asked some advisors for their recommendations
05/27/2026
Canada’s big six banks begin earnings season with two beating year-ago earnings by wide margins, with wealth management emerging as a common thread
05/26/2026
The Wall Street giant’s international private bank head Adam Tejpaul says there are ‘more than enough’ people with quantitative skills — it is getting to know clients that matters going forward
05/26/2026
The transactions were completed before asset manager SEI Investments purchased a 57.5% stake in Stratos, which was valued at about $527 million, last July.
05/26/2026
For RIAs and wealth management firms, the launch represents a broader shift in how clients will increasingly expect to receive guidance, consume insights, and interact with their advisory teams.
05/26/2026
Jelvix wins the Silver Stevie® Award at the 2026 American Business Awards® for engineering an innovative wealth management platform with zero-tolerance data validation.
05/22/2026
With this partnership, participating institutions can now offer a connected experience spanning mobile access, secure messaging, and account aggregation, all tied directly into the advisor's journey.
05/22/2026
The acquisition expands the resources and capabilities available to clients while continuing to uphold a strong commitment to award-winning service, personalized guidance, and long-term client care.
05/22/2026
It also introduced a June 2027 target of 8,200 for the index, while retaining its "attractive" view on U.S. equities, and raised its 2026 ​earnings-per-share estimate to $335 from $310.
05/22/2026
The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term wealth stewardship.
05/21/2026
The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.
05/21/2026
With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.