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Wealth and Asset Management

12/17/2025

Expect changes in investor behavior in 2026 as prediction markets expand

Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.

12/17/2025

EP Wealth acquires Clearview Wealth Advisors

The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.

12/17/2025

Wealth Enhancement acquires Spectrum Wealth Management and Putman Group

The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.

12/16/2025

Four US managers battle to beef up Asia wealth channels

The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.

12/16/2025

BlackRock Expands Citi Partnership, Appoints New Leader

Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.

12/16/2025

Hightower Announces Launch of Hightower Signature Wealth

HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.

12/16/2025

Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice

This partnership brings the firm's total client assets to more than $131.2 billion.

12/16/2025

Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface

The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.

12/15/2025

Investment firms seek to face down Trump threat

The authorities are definitely overstepping their remit and interfering in business.

12/15/2025

Best Private Banks in the World 2026: Features, Services & Global Leadership

Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026

12/15/2025

MCF Advisors Expands Louisville Presence with Addition of Accredited Wealth Management

MCF Advisors’ first acquisition brings $178 million in AUM to the firm

12/12/2025

ABN AMRO announces significant risk transfer transaction with Blackstone

This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans

12/12/2025

Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model

$500 Million Team Aims to Expand Investment Opportunities and Streamline Operations with Dynasty Partnership

12/11/2025

TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice

New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth

12/11/2025

Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services

Partnership adds Portland-based RIA known for holistic, planning-first client service

12/11/2025

New Altrata study finds wealthy investors' collective investable wealth worth more than half of global annual GDP

The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.

12/11/2025

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Updated wealth platform focused on seamless client experience

12/11/2025

Waterloo Capital Family Office Services and Ironclad Strategies Consulting Announce Integration of Service Offerings

The combined platform will enhance the scope of services available to high-net-worth families, privately held business owners, and entrepreneurial leadership teams.

12/11/2025

Waverly Advisors Acquires Forefront Wealth Management

Waverly increases market presence in Pennsylvania

12/11/2025

Wealth management firm opens Sarasota office

The firm provides comprehensive wealth planning, institutional consulting, private banking and business solutions.

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