07/06/2026
As these individuals begin passing on their fortunes, sums will go immediately to their Gen X, millennial, and Gen Z successors, and some cash will go to spouses.
07/06/2026
Edward Jones opened its fourth hub with tailored teams for wealthy clients, this time in Dallas.
07/06/2026
A record millionaire count masks how unevenly the world's wealth still sits
07/06/2026
Advisor Gateway advances the advisor‑client relationship through new tools, powered by innovative technology and Gen AI capabilities.
07/03/2026
Under this model, which closely follows the SEC’s third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain.
07/03/2026
The employee rollout will test pricing and products before a mid-2027 launch for wealth management clients.
07/02/2026
The firms recognized specialize in serving clients with investable assets of $25 million or more.
07/02/2026
The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.
07/02/2026
The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US
07/01/2026
Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance, supplies and relief to clients and families affected by the earthquakes.
06/30/2026
Leading French multi-family office with approximately US$5 billion in assets is Corient’s fourth European acquisition, growing firm’s global assets to approximately US$523 billion
06/30/2026
The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output.
06/30/2026
Musk remains the world’s richest person, but the news highlights the potential risk for business owners who rely on their company when assessing wealth.
06/30/2026
No changes were made to the investment objectives or strategies of the fund.
06/30/2026
Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services
06/30/2026
The partnership deepens EP Wealth's presence in Silicon Valley and adds over $900 million in assets under management
06/29/2026
Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX
06/26/2026
Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions
06/26/2026
Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.
06/25/2026
The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.