12/17/2025
Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets
A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains.
Wealth and Asset Management
12/17/2025
Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.
12/17/2025
Expect changes in investor behavior in 2026 as prediction markets expand
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
12/17/2025
EP Wealth acquires Clearview Wealth Advisors
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
12/17/2025
Wealth Enhancement acquires Spectrum Wealth Management and Putman Group
The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.
12/16/2025
Four US managers battle to beef up Asia wealth channels
The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.
12/16/2025
BlackRock Expands Citi Partnership, Appoints New Leader
Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.
12/16/2025
Hightower Announces Launch of Hightower Signature Wealth
HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.
12/16/2025
Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice
This partnership brings the firm's total client assets to more than $131.2 billion.
12/16/2025
Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface
The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.
12/15/2025
Investment firms seek to face down Trump threat
The authorities are definitely overstepping their remit and interfering in business.
12/15/2025
Best Private Banks in the World 2026: Features, Services & Global Leadership
Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026
12/15/2025
MCF Advisors Expands Louisville Presence with Addition of Accredited Wealth Management
MCF Advisors’ first acquisition brings $178 million in AUM to the firm
12/12/2025
ABN AMRO announces significant risk transfer transaction with Blackstone
This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans
12/12/2025
Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model
$500 Million Team Aims to Expand Investment Opportunities and Streamline Operations with Dynasty Partnership
12/11/2025
TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice
New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth
12/11/2025
Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services
Partnership adds Portland-based RIA known for holistic, planning-first client service
12/11/2025
New Altrata study finds wealthy investors' collective investable wealth worth more than half of global annual GDP
The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.
12/11/2025
Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform
Updated wealth platform focused on seamless client experience
12/11/2025
Waterloo Capital Family Office Services and Ironclad Strategies Consulting Announce Integration of Service Offerings
The combined platform will enhance the scope of services available to high-net-worth families, privately held business owners, and entrepreneurial leadership teams.