02/20/2026
As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World’s Wealthiest Families Directly to a Growing Millionaire Class.
02/20/2026
This is a differentiated service for a differentiated client segment."
02/20/2026
Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula
02/20/2026
New Offering Helps Bank of America Private Bank and Merrill Clients Build Art Legacies
02/20/2026
Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, up from $6.1 million in 2024.
02/20/2026
Could it ever replace human advice?
02/19/2026
Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition
02/19/2026
The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.
02/19/2026
Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders
02/19/2026
Lending to wealthy individuals and entrepreneurs has been a key growth driver for the bank.
02/19/2026
This marks Merit's fifty-fifth acquisition, following the recent acquisition of TL Financial Group
02/18/2026
Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.
02/18/2026
They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
02/18/2026
Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors
02/18/2026
Ascentis Family Wealth to team with Advisory Services Network for operations solutions and compliance support
02/18/2026
Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million
02/18/2026
Clients of Beacon Wealth Strategies will continue to have their accounts managed through Raymond James, ensuring stability, continuity, and access to comprehensive investment resources.
02/17/2026
Many FOMC participants remain uncomfortable looking through tariff-related inflation pressures in the near term, making it difficult to form a consensus on further rate cuts.
02/17/2026
Analytics’ expertise in unstructured financial data processing, the consolidated company now provides a level of asset analysis completeness that stands alone in the industry, setting the stage for the next evolution of AI for financial services.
02/17/2026
Beyond its own recognition, Vocatus’ clients are finalists in 15 categories at the prestigious Family Wealth Report Awards this year.