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Wealth and Asset Management

06/08/2026

Top Commercial Bankers & Private Wealth Bankers 2026

These leading commercial bankers and private wealth bankers are driving economic growth and delivering personalized financial solutions to businesses and individuals alike.

06/08/2026

RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in

Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top Two decades of industry-leading support for advisors and trusted advice for clients

06/08/2026

Corient’s arrival exposes Canada’s multi-family office gap

That includes lending and concierge services, private aviation and art management alongside the customary investment management, financial planning and trust and estate services.

06/08/2026

Northern Trust Submits Exemptive Relief Applications for ETF Share Class Across Sponsored Multiple Series Trusts

Filing these applications demonstrates Northern Trust’s commitment to providing asset managers with support and flexibility to meet the evolving preferences of their investors.

06/08/2026

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

06/05/2026

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

06/05/2026

BBVA develops a new technology architecture with AWS to accelerate its AI solutions

The architecture automates operational tasks and validation processes, integrating the development, testing and deployment of solutions into the bank’s technology operations.

06/05/2026

Factory Capital targets athletes and creators with institutional wealth management launch

New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.

06/05/2026

RBC BlueBay Launches U.S. High Yield Bond Fund

The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.

06/05/2026

Blackstone private credit fund caps withdrawals as redemption requests jump

The attempts to cash out indicate wealthy individuals are continuing a recent retreat after many years of piling into funds that give them exposure to assets that rarely trade.

06/04/2026

Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service

New "Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning

06/04/2026

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

A robust equity market performance and easing inflation drove HNWI wealth creation in 2025, growing the global millionaire population by nearly 2 million to 25.3 million individuals.

06/04/2026

Finalists Announced for the 2026 Wealth Management Industry Awards

Record-Breaking Year Reflects Accelerating Innovation Across Wealth Management

06/04/2026

Key US Acquisition and New Identity Signal Crestbridge’s Strategic Ambition

The time is now right for us to stand alone, and our partnership with Willow Street has been concluded.

06/04/2026

Modern Wealth Management Expands Florida Footprint with Acquisition of $1.1B Flaharty Asset Management

Clearwater-based firm adds 18 professionals and deepens Modern Wealth’s presence in priority growth market

06/04/2026

Maridea Wealth Management Named One of Inc.’s Best Workplaces for 2026

Each company’s benefits were also audited to determine the overall score. Maridea is honored to be included among the 507 companies recognized this year.

06/04/2026

Designed Wealth Management and Continuum Announce Strategic Partnership to Bring AI Client Intelligence to Canadian Advisors

Continuum's botless meeting capture, AI client profiles, and interactive client microsites roll out across Designed Wealth Management's 150+ advisor network starting today

06/04/2026

Harbourfront Wealth Group to Acquire Cumberland Private Wealth

Harbourfront Wealth’s national expansion continues as AUA climbs to $22 billion

06/03/2026

Wealthspire’s Ground Control Business Management Acquires Arena Wealth

Acquisition marks Ground Control’s second UK transaction and expansion in serving professional golfers

06/03/2026

Godrej launches wealth arm, eyes Rs 1tn AUM by 2031

The group intends to take the wealth business to 35 locations across India over the next five years.

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Apex Fintech Solutions and FusionIQ Announce Collaboration

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JPMorgan asset and wealth management operations head Julie Harris to retire in 2027

09-18-2026

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Alexander E. Anderson Announced As A Senior Vice President, Private Banker of Cambridge Trust Private Banking

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09-24-2026

SEI Enhances Integrated Tax Management Capabilities for Greater Portfolio Flexibility and After-Tax Outcomes

09-24-2026

Boaz Lahovitsky Joins Broadridge as President of Wealth Management

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