05/13/2025
Funded Ventures Launches Terrace Wealth in Partnership with Industry Veteran Ryan Bowman to Offer Tailored Wealth Management Solutions
Midwest-Based Wealth Management Firm, Based in Clayton, Missouri, Seeks Acquisition Partners
Wealth and Asset Management
05/12/2025
Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams
All four wealth advisors have been named to the list in previous years.
05/12/2025
Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS
Sanctuary makes minority investment in 1280 Financial Partners
05/09/2025
Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida
The move continues to strengthen Hub's Retirement & Private Wealth practices
05/09/2025
Mercer Advisors Acquires Lewis Wealth Management
Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver
05/09/2025
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values
05/09/2025
Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
The increase in earnings for the current period reflects contributions from AEL
05/09/2025
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience
Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.
05/08/2025
UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer
The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.
05/08/2025
Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape
Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes
05/08/2025
BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland
The new unit, based in Madrid, has 5 professionals dedicated to international clients
05/08/2025
First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations
As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming.
05/07/2025
Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services
$3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering
05/07/2025
Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.
05/06/2025
Mercer finalises SECOR Asset Management purchase
More than 40 SECOR employees from New York and London joined Mercer as part of the acquisition.
05/06/2025
UBS Advisors Mark Binder and Craig Chiate Named to Forbes Best-In-State Wealth Advisors list
Craig Chiate ranked #3 in the Los Angeles Private Wealth category and Mark Binder was recognized as #2 in Southern California Private Wealth.
05/06/2025
Edelman buys Cahill Wealth Management
Cahill Wealth Management oversees around $426m in assets for 125 clients.
05/06/2025
Brookfield Asset Management Announces Record First Quarter Results
Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy
05/06/2025
Nomura Acquires Macquarie’s Listed Asset Management Business in the United States and Europe
It will also provide Nomura with a scalable hub, based in Philadelphia, to continue growing its international Investment Management business
05/06/2025
LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software
In a recent study, 175 of LPL Financial’s top 10% of advisors said they use differentiated, comprehensive solutions that go beyond portfolio management to build, scale and grow their businesses.