07/24/2025
Morgan Stanley under probe for wealth management client vetting issues – report
The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.
Wealth and Asset Management
07/24/2025
Ameriprise Financial's quarterly profit rises on higher fee income
Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.
07/24/2025
Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team
Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement
07/22/2025
J.P. Morgan advisors named to Barron’s top 100 women list
Three advisors ranked in the top 10 in the country
07/22/2025
Global Real Estate Giant Greystar Launches Private Wealth Team
The company plans to raise private investor money for traditional funds alongside institutional capital.
07/21/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory
The survey explored investor views on sector opportunities for the third quarter of 2025
07/21/2025
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale
07/21/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
07/21/2025
$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.
07/21/2025
$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo
Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.
07/21/2025
Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market
New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series
07/18/2025
Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
07/18/2025
RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.
07/18/2025
Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management
Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle.
07/17/2025
Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United States
The World’s Largest Framework Agreement for the Purchase of Hydroelectricity
07/17/2025
Man Group to acquire Bardin Hill
Based in New York City, Bardin Hill is an opportunistic and performing credit manager.
07/17/2025
Schwab Reports Overall Growth for RIAs, With Capacity Issues Emerging
Charles Schwab’s annual RIA survey showed strong growth for AUM, revenue and clients, but that demand is creating capacity and talent strains.
07/16/2025
Atlas acquires RIA firm Central Wealth Management
As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas
07/16/2025
Morgan Stanley profits rise 15% as wealth and trading divisions shine
Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter
07/16/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
The funding comes as Eton Solutions experiences rapid growth.