04/20/2026
Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.
04/20/2026
The combination aims to consolidate the company’s financial services platform under a single investment banking and wealth management entity.
04/20/2026
Wealth managers relying on technology while waiting for a juicy PE-backed acquisition best not overlook the importance of good old organic growth.
04/20/2026
Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.
04/17/2026
David is one of five industry leaders selected for this distinction.
04/17/2026
Even after the progress made from SECURE 1.0 and 2.0 legislation, the landscape of retirement plans – particularly around collective investment trusts, 401(k)s, and 403(b) plans – remains lopsided.
04/15/2026
Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions.
04/13/2026
Workplace pension scheme targets 30% allocation to private markets by 2030 despite growing strains on asset class
04/13/2026
The firm offers financial planning, investment management, estate and tax planning, and retirement planning to ultra-high-net-worth clients, including pilots, professional guardians, and trustees.
04/13/2026
Legacy Bridge LLC boosted its holdings in Wells Fargo & Company by 3.0% in the 4th quarter.
04/13/2026
Market for secondaries continues to grow
04/10/2026
Firm strengthens its private partnership model and adds $5.6 billion in client assets
04/09/2026
Morgan Stanley expects the banks to begin giving preliminary ranges of capital they will be able to release once the rules are implemented, during the first-quarter earnings calls.
04/09/2026
The announcement marks only the second active ETF share-class servicing mandate in the US, with State Street serving as provider, underscoring momentum among active managers seeking greater flexibility in how they deliver their strategies to investors.
04/08/2026
Veteran Advisors Jason Stephens and Mic Lundon Establish Boutique Family Office Advisory Firm Serving High-Net-Worth Families
04/08/2026
Integration of US-based venture capital fund investment team strengthens LGT Capital Partners’ global venture platform and expands its US presence
04/07/2026
The nontraded vehicle enters a challenging market, as the private credit industry is facing its greatest liquidity squeeze to date.
04/07/2026
Should it launch, IQQ would become one of just a handful of US-listed ETFs to solely track the Nasdaq 100.
04/07/2026
Planning-focused firm brings approximately $150 million in client assets and nearly three decades of fiduciary service
04/07/2026
Keith Loegering and Brian Montalbano join existing teams at Prudential Advisors to leverage greater independence, growth opportunities and enhanced client support.