AUM (Assets Under Management)

Partners Value Split Corp. just raised $150 million. While retail investors chase a 5.30% yield, the real winner is the corporate parent extracting liquidity.

Jack Patterson examines how a new strategic partnership is dismantling legacy wealthtech, empowering breakaway RIAs with embedded, institutional-grade tools.

Canyon Partners has appointed Chris Hansen as Partner and CIO, signaling a major shift in how alternative credit funds view technology and AI in underwriting.

Rosenwald Private Wealth’s $1.1 billion move to Indivisible Partners highlights a massive strategic shift in wealth management toward tech-enabled independence.

Despite classic late-cycle warnings, UOB Asset Management's Q4 strategy favors US tech and Asian semiconductors while shunning traditional fixed income.

As DeFi pivots from yield farming to corporate infrastructure, Anvil's new SDK and a $5M governance token sale signal a major leap for institutional adoption.

A new integration between a leading self-directed IRA custodian and a venture back-office platform is turning retirement accounts into frictionless startup capital.

As regulatory burdens and tech costs rise, CACEIS's latest acquisition in Luxembourg highlights the accelerating consolidation of European asset servicing.

Tradr ETFs is shuttering five niche leveraged funds. For day traders and market analysts, it is a stark warning about the brutal math of volatility decay.

Tina Wilson’s appointment at Edelman Financial Engines reveals a high-stakes strategy to bridge workplace retirement accounts and lucrative private wealth.

As private equity reshapes the financial advice industry, The Mather Group's rise to Barron's Top 50 offers a masterclass in systemic consolidation.

The $1.9 trillion asset manager expands its transparent active ETF lineup, targeting volatile biotech and small-cap sectors to challenge passive indexing.

Ritholtz Wealth Management is deploying AI firmwide, but the real story is the compliance tech making it possible. A look at the future of regulated AI.

eToro's user base is booming, but its investors are placing smaller bets. This paradox, driven by a 70% plunge in crypto trade size, signals a profound shift.

TCW's new TIZE ETF offers a portal to the vast securitized debt market. This move signals a broader shift in how investors access specialized income.

A new partnership between Grantd and Collective Liquidity aims to unlock billions in illiquid stock, transforming how advisors and employees manage pre-IPO wealth.

Hercules Capital just secured $2.3B, cementing its dominance in venture debt. What does this massive capital infusion mean for the future of tech startups?

A new advisory firm in Dubai is more than a launch; it's a market signal. ZT Global's unique blend of U.S. operational muscle and GCC financial savvy is built to rewire cross-border investment.

An award for Flytxt's Niya-X is more than just a win; it's a market signal that enterprise AI is moving from assisting humans to acting as autonomous agents.

With a 54% surge in assets and a landmark bet on AI, Abu Dhabi Global Market isn't just growing—it's strategically building the future of finance.