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Wealth and Asset Management

09/12/2024

Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald

The acquisition represents an important addition to the Company's international operations

09/12/2024

BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets

Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models

09/11/2024

Private Bank Announces Financial Initiative To Support the Creative Community

Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta

09/11/2024

Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners

Titan Unveils Membership Plan and Titan Access

09/11/2024

Apollo Is Selling $1 Billion a Month of Products to the Wealthy

Apollo has added about 200 people who work in wealth in the past three years

09/11/2024

Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

09/11/2024

Brookfield to Invest Up to $1.1 Billion in Infinium to Scale Ultra-Low Carbon eFuels

Brookfield is a tremendous partner, and we are thrilled to secure this additional capital

09/10/2024

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

09/10/2024

Amalia Todryk Named to BizTimes Milwaukee’s “Notable Women in Wealth Management”

Todryk is on the Milwaukee Symphony Orchestra’s Sound Legacy Campaign Committee and is a supporter of the Wisconsin Humane Society

09/09/2024

BNY plans to acquire Archer and integrate its managed account services

The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.

09/09/2024

Amundi Tie-Up Offers US Private Credit to Wealthy Individuals

It will also be open to other kinds of investors including institutions, family offices and asset managers.

09/09/2024

JP Morgan Asset Management Expands Morgan Money Platform with Treasury, Cash Management Capabilities

This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”

09/09/2024

Breaking The 3rd-Gen Curse: How Family Offices Are Evolving Today

Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.

09/06/2024

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

09/06/2024

Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030

They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.

09/06/2024

CIBC announces leadership changes affecting wealth management

Changes offer leaders broader experience across banking group's operations

09/06/2024

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

09/06/2024

Wealth Enhancement Group Announces Acquisition of Levy Wealth Management Group, LLC

This partnership marks Wealth Enhancement Group's ninth location in Pennsylvania and brings the firm's total client assets to more than $90.5 billion.

09/06/2024

Portland Wealth Management Firm Expands Access to Billionaire-Level Services for All Residents

A McKinsey report published in January 2024 shows a 60% increase among clients looking for holistic financial advice

09/05/2024

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

Morgan Money and Kyriba to streamline liquidity management workflows for customers

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Private markets to account for more than half of global asset management industry revenues by 2030 – with global AuM to hit $200 trillion: PwC 2025 Global Asset & Wealth Management Report

11-24-2025

Wealth management employee class action settlement reaches $25.5m accord

11-24-2025

Pinnacle Financial And Morris State Bancshares To Merge In Major Georgia Community Banking Combination

11-24-2025

Wells Fargo, Manulife John Hancock, Savant announce leadership appointments

11-24-2025

Lazard Sustainable Private Infrastructure Fund Completes Sale of Shawton Energy

11-24-2025

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

11-24-2025

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

11-24-2025

Strategy and Bitcoin supporters call for ‘boycott’ of JP Morgan

11-24-2025

US banks announce UK expansion projects hours after budget

11-28-2025

Bank of America Appoints New Executive Officers

11-28-2025

Wealth Professional honours 2025 top 50 leading women in wealth

11-28-2025

Wall St Week Ahead: Investors on watch for AI, economic updates as US stocks steady

11-28-2025

Pinnacle, Synovus merger receives federal regulatory approval

11-28-2025

Majority of institutional investors expect a 2026 market correction

11-28-2025

Hedge fund Qube Research & Technologies appears to be trimming a few people

11-28-2025

Buyout executive warns private equity push into US savings risks bailouts

11-28-2025

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