10/07/2025
Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
Wealth and Asset Management
10/07/2025
Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
10/07/2025
Boutique family offices bet on intimacy
A generation of boutique advisory firms is holding the line and setting themselves apart from fast-consolidating larger rivals seeking scale and big-brand recognition
10/07/2025
GDS Wealth Management Named to Forbes' 2025 America's Top RIA Firms List for Second Consecutive Year
This year's recognition comes amid market uncertainty—marked by high valuations, shifting Fed policy, and geopolitical tensions.
10/06/2025
How Wealth Managers Add Value Beyond Investment Returns
The greatest benefits of wealth management come from holistic, integrated financial planning.
10/06/2025
5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist
The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts
10/06/2025
Wealth.com joins Osaic to power estate planning
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.
10/03/2025
SEI Announces Strategic Partnership with Graphene
SEI Wealth Platform to Drive Growth for U.K. Wealth Infrastructure Provider, Strategic Investment Opens Access to Different Part of Market
10/03/2025
The next generation of the client experience
CEOs weigh in on rapid changes to client expectation, industry demands
10/03/2025
Aladdin Wealth Launches AI-Enabled Commentary Tool for Wealth Advisors; Morgan Stanley’s Portfolio Risk Platform First to Implement
Morgan Stanley Wealth Management will continue its GenAI leadership position by deploying the Aladdin Wealth platform’s new AI tool in the U.S. within their Portfolio Risk Platform
10/02/2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite
The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals.
10/02/2025
How to Break Into the Family Office Space
The views presented here do not necessarily represent those of Advisor Perspectives.
10/02/2025
J.P. Morgan Asset Management (JPST, JBND) Opens the Market
J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
10/01/2025
Family offices step up governance and global reach in 2025, report reveals
Industry professionals report increased compensation.
10/01/2025
Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance
10/01/2025
Perigon Wealth Management Welcomes Gitterman Wealth Management
The acquisition reflects Perigon's focus on partnering with firms whose values, culture and client-centric approach are consistent with its own
09/30/2025
Apollo Announces Launch of Apollo Sports Capital
ASC names Al Tylis as CEO, Apollo Partners Rob Givone and Lee Solomon as Co-Portfolio Managers, and Sam Porter as Chief Strategy Officer
09/30/2025
The rich have a wealth gap, too
Why it matters: Yes, there's a wealth gap even among the rich, as the richest of them all keep gathering a higher percentage of overall wealth.
09/30/2025
TD Bank CEO outlines wealth management strategy following anti-money laundering fines
At the core of the plan is an emphasis on expanding high-margin, fee-driven businesses.
09/29/2025
Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards
Firm honored with this distinction for the second time