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.
04/07/2026
Previously affiliated with Commonwealth Financial Network, Strategic Retirement Plans has built a strong reputation for helping clients transition confidently from their working years into retirement
04/02/2026
The way that you take advantage of volatile market conditions is to be one step ahead of the market.
04/02/2026
With 6.670 employees, Millennium is nearly twice as big as Steve Cohen's Point72 and more than twice as big as Ken Griffin's Citadel.
04/02/2026
Gold's share has increased more than tenfold since 2016, when it accounted for 0.7% of total reserves.
04/02/2026
The active manager intends to fill about 130 support roles over the next two years.
04/01/2026
The partnership expands NorthRock's Personal Office® model across five new Midwest locations while strengthening the firm's growing national footprint.
04/01/2026
UX Wealth unveils riskDNA, a free AI-native platform offering risk intelligence, portfolio analytics and CRM for financial advisors, funded by asset managers.
03/31/2026
The overall strategy aims to invest in companies that can pay growing dividends with a focus on opportunities outside of traditional income sectors, which can either be used as a standalone allocation or to complement other global equity holdings.