07/16/2026
UBS tries to crack the American market at last
Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals
Wealth and Asset Management
07/16/2026
Morgan Stanley wealth management boosted by SpaceX millionaires
Investment bank becomes latest to shatter forecasts on back of AI boom
07/15/2026
J.P. Morgan Payments contributions to firm-wide Q2 2026 earnings
Payments business reported $5.3B in quarterly revenue, up 12% year-over-year.
07/15/2026
SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)
Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution
07/15/2026
Citigroup Second Quarter 2026 Results and Key Metrics
Net income was $5.8 billion, compared to $4.0 billion in the prior-year period, driven by higher revenues and a lower provision for credit losses, partially offset by higher expenses.
07/14/2026
Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms
Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices
07/14/2026
JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms
Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.
07/14/2026
MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform
The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.
07/14/2026
Caprock announces acquisition of Venturi Private Wealth
Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients
07/14/2026
Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets
This partnership brings the firm’s total client assets to more than $158.2 billion.
07/13/2026
Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies
Providing institutional investors with diversified access to private capital opportunities across geographies and strategies
07/13/2026
Wealth manager to open Cincinnati west side flagship office
Kersting, founding partner of the firm, said the group wanted to take advantage of the revitalization of Cleves.
07/10/2026
Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors
The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.
07/10/2026
First Financial Bankshares Renames Wealth Company to First Financial Wealth Management
The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.
07/10/2026
With more people and larger fortunes, the UHNW wealth transfer takes on new complexity
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.
07/09/2026
Mercer Claims Ex-Employee Took Client Info To New Role
The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.
07/09/2026
Ameriprise Financial explores strategic paths as wealth management competition intensifies
Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.
07/09/2026
Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families
Firm collaborates with family enterprise scholar and advisor Dennis T. Jaffe, Ph.D., to bring a structured governance framework to ultra-high-net-worth families.
07/09/2026
Aris Investing Named as a Finalist in the 2026 Wealth Management Industry Awards for Direct Indexing
The finalist recognition reflects Aris Investing's continued focus on helping financial advisors deliver more personalized investment experiences while addressing the growing complexity of portfolio management.
07/09/2026
Credent Wealth Management Named InvestmentNews Employer of Choice Award Winner, Recognized Across Leading Industry Awards
The firm also earned recognition across several other industry awards programs in 2026.