AUM (Assets Under Management)

Invesco's massive new real estate debt deal isn't just a transaction. It's a map of where smart money is flowing—and what it’s avoiding—in a volatile economy.

Bluespring Wealth's acquisition of Element Wealth Advisors highlights a key industry trend: indie firms are seeking scale and tech to fuel client-first growth.

CNBC's new Elite Advisors list isn't just another ranking. It's a strategic blueprint for the future of UHNW advisory, where independence is the ultimate asset.

As Impact Capital Managers brings in heavy-hitters to its board, it’s a clear sign the $80B sector is moving from niche to mainstream. Here’s why.

A landmark integration between Dasseti ENGAGE and Nasdaq eVestment Omni promises to unify workflows, eliminating manual data entry for investment managers.

American Beacon and Aberdeen deepen their alliance with a new ETF, aiming to deliver tax-free income by actively navigating the complex municipal bond market.

A new report reveals U.S. financial advisors face a fundamental reset, battling market fears, AI rivals, and a massive wealth transfer to redefine their value.

A new survey shows advisors face a fundamental reset. They must balance AI's threat and promise, capture a historic $84T wealth transfer, and guide clients through volatility.

State Street's new Nasdaq-100 ETF, QNDX, enters the ring with a rock-bottom fee, challenging titans like QQQ and reshaping core growth investing.

An activist investor's public assault on Equus Total Return exposes years of losses, lavish pay, and a board with little skin in the game. A showdown looms.

Siegfried Capital's founder reveals his journey from inherited ruin to building a financial powerhouse, offering a strategic lesson on turning adversity into advantage.

Tiffany Ford's recent award is more than a trophy; it's a validation of a model that marries explosive growth with deep community investment at UMCU.

A new partnership brings complex credit strategies, once reserved for large institutions, to the mainstream investor through an innovative ETF structure.

Clarevia Ventures' new partner isn't just another investor. She's a top analyst tasked with a critical mission: bridging the gap between science and patient impact.

Peachtree Group's new partnership with Goldman Sachs isn't just another deal. It's a strategic move that reveals the future of wealth management.

Co-operators' top sustainability rank isn't just an award. It’s a masterclass in turning climate risk into a durable business model for an uncertain future.

National Bank Investments' latest ETF and fund launch is more than a product expansion; it's a calculated response to the seismic shifts in investor demand.

CIBC Global Asset Management replaces its Real Assets Pool manager, bringing in Cohen & Steers and Maple-Brown Abbott to deepen expertise and target performance.

A landmark MOU between China's ChinaAMC and South Korea's KBAM signals a new era for Asian finance, promising to build a superhighway for cross-border investment.

CNBC's new Elite Advisors list features Pitcairn, revealing a new standard for UHNW care that prioritizes heritage and holistic service over pure assets.