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.
02/16/2026
In acquiring XO Capital, Santa Monica-based Angeles Wealth Management kicks off a family office practice.
02/16/2026
The expansion reflects a broader shift among family offices toward direct exposure to private companies, infrastructure, and alternative assets.
02/16/2026
The group is joined by branch operations manager Amanda Hanley and branch professional Renate Diedrick.
02/16/2026
CEO Chadwick Westlake says he’d like to add wealth management to the bank’s product mix
02/13/2026
January 2026 ADV of $365 billion, highlighting sustained institutional scale following breakout year
02/13/2026
Broadridge’s solution enables Nissay Asset Management to streamline processes, reduce administrative workload, and increase operational efficiency
02/13/2026
This strategic initiative provides ultra-high-net-worth families with additional tailored solutions and structured access to private-market opportunities, all within NPW's integrated advisory framework.
02/13/2026
It also explains how the CRA views cryptocurrency as a commodity rather than legal tender, a distinction that has important tax implications for investors.
02/13/2026
The integration brings together RMB's established client relationships with Bloomridge's investment and governance approach.
02/13/2026
The investments include a Paris-based AI voice startup, a fusion company and a software platform for luxury travel and experiences.
02/13/2026
This partnership reflects how we think about our company’s next chapter,” said Marty Bicknell, CEO and president of Mariner.
02/12/2026
Three new providers have been added to the firm's RBC Echelon platform, which connects
02/12/2026
Creating a World-Leading Asset Manager with Nearly $2.5 Trillion of AUM
02/12/2026
Management will continue to execute its strategic plan with a clear priority to grow revenues and restore profitability in 2026.
02/12/2026
With the closing of the Just Group plc acquisition expected in the first half of 2026, as well as other growth initiatives underway, we look forward to the continued success of our business this year and beyond.”
02/12/2026
Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
02/12/2026
Honor underscores Steward Partners' commitment to supporting and advancing women leaders in wealth management
02/12/2026
New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated branches