10/28/2026
UBS's third-quarter 2026 results
In an increasingly complex market environment, our strong third-quarter performance once again demonstrated the benefits of our diversified global business model and disciplined execution.“
Wealth and Asset Management
10/28/2026
InvestmentNews Rising Stars of 2026: The next-gen making the complicated simple
Ahead of a historic wealth handoff, this year's best advisors and wealth managers under 40 are winning on trust, plain language, and the kind of judgment no chatbot can replicate.
10/27/2026
Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute
This transaction is part of the strategic compute capacity agreement previously announced by Broadcom, with expected deliveries starting in calendar 2027.
10/27/2026
Wealth Managers Face a Build, Buy, or Outsource Decision as They Move Upmarket
Rising client complexity is reshaping the services wealth managers need to compete upmarket
10/27/2026
William Blair Private Wealth Management Opens Dallas Office with New Advisory Team
Four-person team led by Ryan Berube and Allen Abney establishes the firm’s Private Wealth Management presence in Dallas
10/27/2026
IG Wealth Management Advisor Perception Study: Canadian Advisors Prioritize High-Net-Worth Growth, but Dealer Support Lags Français
While affluent clients are viewed as a critical source of future growth, many advisors say they lack the resources, expertise and practice support needed to effectively attract, serve and retain HNW clients.
10/27/2026
Chris Arthur Named Young Entrepreneur of the Year at the 2026 Wealth Professional Awards
Bold Wealth Partners CEO and Founder Recognized for Building an Independent Model for Advisors and Their Client Families
10/26/2026
4 California billionaires saw their wealth soar 322% over the past two years — but paid 0.04% a year in state income tax
The economists went through Securities and Exchange Commission filings on the four billionaires they count as California residents.
10/26/2026
Stifel profit rises as wealth management offsets flat revenue
In the second quarter, Stifel reported $217.2 million in net income available to common shareholders and diluted earnings of $1.34 per share.
10/26/2026
Cantor Fitzgerald Asset Management and Lincoln Energy Partners Launch Interval Fund Targeting U.S. Oil & Gas Assets
The Cantor Fitzgerald Energy Fund provides access to institutional-quality private energy investments with an emphasis on current income
10/26/2026
Introducing the millennial family office
With the great wealth transfer beginning to hit family capital, managers will be faced with new generations which have their own investment priorities, experience, and approach to doing business.
10/26/2026
Jersey Finance Strengthens Ties in Palm Beach
Jersey Finance returned to Palm Beach, Florida, in October 2026 to host a networking reception for professionals from the private wealth, family office and financial services sectors.
10/26/2026
Designed Wealth Management wants advisors making decisions, not following instructions
Gillian Kunza explains how the firm’s wealth intelligence model aims to bring institutional resources and greater decision-making authority to independent advisors
10/26/2026
Cardinal Point Wealth Management Examines U.S. Citizenship Considerations for Cross-Border Families
For U.S. Citizens Living in Canada, those considerations can extend to tax reporting, estate planning, future mobility, and decisions involving citizenship itself.
10/26/2026
Banc of Cal Expands to Private Banking
The regional bank will court wealthy clients for its new service offering.
10/23/2026
Mariner Wealth Advisors Seeks $150M in Additional Debt for Acquisitions
The planned borrowing would boost Mariner’s term loan to $1.3 billion as Moody’s expects leverage to rise to 6.7x EBITDA by year-end.
10/22/2026
Morgan Stanley Named 2026 Money Management Institute/Barron’s Wealth Management Advisory Platform of the Year
Firm recognized for innovation and user experience across its advisory platform
10/22/2026
Northern Trust Q3 profit climbs 40%
The Chicago-based group AuM rose 11% to finish at $1.96tn, while assets under custody grew 9% to $15.8tn.
10/22/2026
Freehold Wealth Management Joins Osaic with $576 Million in Client Assets
Family-led firm expands its multigenerational practice and national presence through Osaic’s scale, community and succession-planning resources
10/21/2026
Wealthspire’s Ground Control Business Management Acquires London-based Atlantic Swiss
The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries