AUM (Assets Under Management)

AutoRek's AI engine ARIA promises near-perfect accuracy and massive time savings. We dive into how this tech redefines reconciliation and regulatory compliance.

As UHNW advisory firms face mounting complexity, Greycourt's hire of a top operator reveals a crucial industry trend: operational excellence is the new frontier.

A top advisory award for Navy Federal Investment Services reveals a deeper story about specialized financial guidance for America's military families.

Carson Group's latest acquisition highlights a critical industry shift. We explore how integrated technology platforms are the new kingmakers for advisors.

SEI expands its SEC-registered transfer agency, leveraging Envision's technology to tackle the operational complexities of semi-liquid alternative funds.

A new rule allows Roth contributions in SIMPLE IRAs, a huge shift for small firms. Ascensus is an early adopter, but what does this really mean for workers?

Wealth Enhancement's latest acquisition is more than a number. It’s a story of industry consolidation, operational pressures, and the future of client advice.

As private markets boom, their manual back offices are at a breaking point. Berlin's Nomerra just raised $2M to deploy AI agents to solve this crisis.

A UAE private bank's massive Bitcoin purchase signals a new era for wealth management, but it also highlights a high-stakes tightrope walk over volatile markets and shifting regulations.

Horizon's acquisition of Anfield Capital is more than a deal; it’s a calculated move to dominate the advisor support space. What does this mean for the industry?

Kestra Investment Management's rapid climb to $5 billion AUM reveals a powerful strategy combining model portfolio efficiency with visionary leadership.

Facing steep asset declines, boutique firm Matthews appoints Fidelity's Martin Dropkin as President, betting his AI and ESG expertise will revitalize its focus.

A new collaboration allows investors to buy yield-bearing digital gold like a stock, marking a pivotal moment in the fusion of traditional finance and blockchain.

Hilton's inaugural ownership award to Canada's Gupta Group is more than a trophy; it's a strategic signal about the future of hospitality investment.

Strategic Value Partners' recruitment of a top credit expert isn't just a new hire. It's a calculated move to exploit a wave of European corporate distress.

Worth Charting's WRTH ETF debuts with a striking 9.33% annualized yield, but its true innovation lies in a contrarian strategy that bets against volatility.

CNBC's new 'Elite Advisors' list is more than a ranking; it's a signal. A look at Ballentine Partners reveals the new blueprint for advising the ultra-rich.

New CRO and CCO appointments signal a strategic shift, aligning sales and service to capitalize on a $250M valuation and a market desperate for efficiency.

Mercer Advisors' spot on the inaugural CNBC Elite Advisors list isn't just an award; it's a validation of a new model for serving the ultra-wealthy.

A veteran team leaves a major firm for LPL's platform. We analyze the strategic calculus behind the move and what it reveals about the future of wealth management.