06/12/2026
Lancashire Insurance US has launched financial lines and inland marine and environmental liability offerings, doubling the operation's underwriting capabilities from three product areas to six.
06/12/2026
RIA executives say economic incentives align interests and show commitment, but firms must still prioritize culture and client care to drive true engagement.
06/12/2026
Edelman Financial Engines CEO Ralph Haberli detailed how the firm seeks to connect workplace savers with personalized financial advice when the circumstances merit, including for alternative investments.
06/11/2026
How organizations are rebalancing resilience, investment, and industrial competitiveness
06/11/2026
There will be no changes to the investment objectives of the funds as a result.
06/11/2026
Adolf on his partnership with Andreessen Horowitz on E3Tech, aiming to consolidate plumbing and electrical firms using AI and M&A strategies he perfected in wealth management.
06/10/2026
Return on equity has risen sustainably above cost of capital across most markets, and price-to-book ratios have improved accordingly.
06/10/2026
The transaction will transform a strategic partnership spanning more than 40 years into a single firm with greater scale, broader commercial reach, and enhanced long-term growth potential
06/10/2026
Investment expands upon relationship formed in 2021, providing MAI with the resources and strategic backing to accelerate growth
06/08/2026
Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience
06/05/2026
The firm has recruited former Millennium Management portfolio managers Yohan Hwang and Pierre Kling for the Swiss office.
06/05/2026
The addition of Mill Creek, which advises approximately $12 billion in assets, deepens Pathstone's regional presence and further strengthens Pathstone's talent pool, services and capabilities aimed at serving ultra-high-net-worth families, singl
06/05/2026
Recognition reinforces Regions Bank’s work in providing 401(k) advisory solutions, fiduciary services and supporting the future of workplace retirement options.
06/03/2026
The new Dynasty platform RIA includes N10° Wealth and N10° Assets, with plans to list an ETF on the New York Stock Exchange later this year.
06/03/2026
The debentures were offered on a best-efforts basis through a group of agents co-led by BMO Capital Markets, CIBC Capital Markets and Scotiabank.
06/01/2026
The team takes a holistic approach, creating a 360° view of clients’ financial positions to develop a deep personal understanding and tailor long-term investment plans to achieve their goals.
05/29/2026
As a main partner of the program with BNY, Robinhood will be placed as millions of children’s first experience with investment.
05/29/2026
The investmenApex Service Partners has announced that it has entered into a definitive agreement with funds managed by affiliates of Apollo ("Apollo Funds"), under which Apollo Funds will acquire a minority interest in Apex. Apollo Funds will
05/27/2026
SS&C will provide its full suite of fund administration services to the funds, including fund accounting, unit pricing, transfer agency, valuation and tax/financial reporting.
05/26/2026
The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh