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Wealth and Asset Management

03/25/2026

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

03/25/2026

The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.

03/25/2026

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

03/25/2026

Santander, World’s Best Private Bank for HNW Clients

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

03/25/2026

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size

03/25/2026

Victory Capital withdraws from bidding war for Janus Henderson

Texas-based money manager’s decision to pull its proposal clears way for rival offer

03/25/2026

MJP Wealth Advisors President Brian Vendig Named to the 2026 Barron’s Top 1500 Financial Advisors List

For investors, the list serves as a vital tool to help identify advisors with the experience and infrastructure necessary to manage complex financial needs.

03/24/2026

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

03/24/2026

BlackRock Fink says AI boom may widen wealth gap without broader market access

"Now AI threatens to repeat that pattern at an even larger scale."

03/24/2026

William Blair Private Wealth Management Recognized by Barron’s

The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.

03/24/2026

Nour Private Wealth Expands Capabilities as the UHNW Market Evolves

Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution

03/24/2026

Global Wealth Management Relocates Sarasota Office to New Location on Professional Parkway

Upgraded space features dedicated event venue for lunch-and-learns, educational workshops, and community engagement

03/24/2026

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The transition follows Moss Adams' merger with global advisory firm Baker Tilly in June 2025.

03/23/2026

RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026

This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.

03/23/2026

Success for UBS in the USA: Green light for the US banking license

The last hurdle has also been cleared: UBS has received a national license in the USA.

03/23/2026

BlackRock’s Larry Fink warns AI may intensify wealth inequality

CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards

03/23/2026

BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk

Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.

03/23/2026

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

Treasury Partners provides comprehensive financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management.

03/23/2026

Maridea Wealth Management Adds Chichester Financial Group

Chichester, who brings over two decades of experience to Maridea, will join the firm as a senior financial planner.

03/20/2026

$4.7B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

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Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform

07-07-2026

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

07-08-2026

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07-06-2026

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

07-10-2026

Wealth is going ‘woke,’ says UBS: Rich people are now ‘younger, more female—and more openly queer,’ thanks to the Great Wealth Transfer

07-06-2026

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

07-07-2026

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in June

07-07-2026

Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth

07-07-2026

Citi hires two senior advisors from Banco do Brasil for Miami team

07-13-2026

Vontobel SFA taps Swiss banker to run Miami in reshuffle

07-13-2026

ESG adoption among US wealth managers varies widely, report reveals

07-13-2026

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

07-13-2026

Wealth manager to open Cincinnati west side flagship office

07-13-2026

Pimco Sees First Cracks in the Private Credit Boom

07-13-2026

Bank of America hires nine senior investment bankers to target US middle market

07-13-2026

Bank of Canada expected to hold key interest rate at 2.25%

07-13-2026

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