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Wealth and Asset Management

01/31/2024

EF Hutton Enhances Wealth Management Expansion

With a strong emphasis on delivering value to clients, the division offers comprehensive wealth management services and strategies across all asset classes.

01/30/2024

Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management

Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service

01/30/2024

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners

Awards Across 15 Categories Recognize Excellence And Contributions To Industry

01/30/2024

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Savvy Wealth Investment Management is the latest innovation designed to support modern advisors in the delivery of enriched client experiences and personalized wealth management services

01/29/2024

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Firm introduces plans to expand existing team and services catering to UHNW clientele

01/26/2024

WealthTrust Asset Management Launches AI-Powered Tactical Strategies, Giving Investors’ Portfolios a Technological Edge

WealthTrust Asset Management harnesses reactive AI technology to determine in real time the most promising asset classes for its tactical investment strategies.

01/26/2024

Wealth Enhancement Group Announces the Addition of the Shawn M. Scott Team with Over $136 Million in Client Assets

As expansion continues, this acquisition brings Wealth Enhancement Group's total client assets to more than $75.1 billion.

01/26/2024

Churchill Asset Management Completes $400 Million Middle Market CLO Offering

The transaction represents the third CLO that Churchill priced in 2023 and the eighth outstanding CLO under management, bringing CLO assets under management to approximately $3.5 billion.

01/25/2024

Stifel's wealth management unit thrives, even as overall profits tumble

For the whole year, the company's profits totaled $485.3 million, 22.3% less than the year before.

01/25/2024

J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers

01/25/2024

Prospera Financial Services Launches Family Office Program

Affiliated advisors will now have access to all platform services and can offer them individually or as part of a comprehensive program.

01/25/2024

‘It is an interesting time to be active asset management CEO’

The passive push, the advent of active ETFs, the all-round cost-cutting – Kamal Bhatia takes the reins of Principal AM at a pivotal point for the industry.

01/25/2024

Cetera Completes Minority Investment In $2.8 Billion Wilde Wealth Management Group

Investment positions Wilde Wealth for continued growth and accelerates long-term strategic initiatives for award-winning firm

01/24/2024

Baillie Gifford US Growth discount narrows as positive performance returns

Six-month results

01/24/2024

For Richardson Wealth's new COO, it's about 'doing amazing things' for clients

With a passion for supporting advisors, Dave Kelly unfolds the factors that drew him to the high-net-worth independent firm

01/24/2024

Haven Tower Group Launches Haven Mark Partners

The new platform adds to the industry-leading offerings provided by Haven Tower

01/23/2024

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform

01/23/2024

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This is the second consecutive year the team has been named to the list.

01/23/2024

Search underway for 5-Star Wealth Tech Providers

Wealth Professional narrows down its search for the best technology providers

01/22/2024

321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.

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Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor

07-08-2025

Inside the first-half: 30 events, from selloff to snapback

07-08-2025

Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams

07-08-2025

Withers announces international 16 partner promotion round

07-08-2025

Should investors bet against DEI? What to know about new anti-'woke' index fund

07-08-2025

EFG names new CEO of EFG Asesores (Panama)

07-08-2025

FV Bank Introduces Virtual Accounts for Enhanced Fund Attribution in International and Domestic Payments Transactions

07-08-2025

Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million

07-10-2025

Financial Advisors Increasing Private Market Allocations – Blackstone

07-11-2025

Top 50 IAM acquires another Zurich wealth manager

07-11-2025

Orion Innovation Successfully Implements Temenos' Digital Banking Platform for BNI

07-11-2025

Bank of Montreal launches biometric mobile authentication system

07-11-2025

Apex appoints John Amberg to executive role

07-11-2025

Bank of America to add 500 new branches in 4 years

07-11-2025

JPMorgan’s Dimon warns AI will disrupt jobs and companies

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The Mather Group, Brand Asset Management announce deals

07-11-2025

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