AUM (Assets Under Management)

As alternative investments go mainstream, a new partnership between Kaplan and CAIA aims to bridge a critical skills gap for financial professionals.

VistaShares expands its successful Supercycle® lineup with ETFs for space, defense, and robotics, betting on industry experts over passive indexes.

Unlimited ETFs' AI-driven funds are posting top-tier returns, pulling in over $225M. But is this the future of accessible alts or a high-risk tech gambit?

With a new $300M facility from Oaktree, Northbase Finance is poised to disrupt equipment financing for North America's most critical and complex industries.

Oakworth Capital adds a 37-year EY veteran to its board. This isn't just a routine appointment; it's a calculated move to fuse global-tier oversight with regional agility.

A multi-billion dollar acquisition reunites a CEO with his roots. This is no nostalgia play; it's a calculated move to dominate a changing industry.

BNY's stellar Q2 earnings are more than just numbers. They reveal a strategic pivot to a platform model, AI, and digital assets, setting a new bar.

Sanctuary Wealth's record $5.9B growth in H1 2026 isn't just a number. It's a signal of a seismic shift as elite advisors flee wirehouses for a new model.

Ellavoz Impact Capital's CEO transition is more than a new name on the door. It's a blueprint for how mission-driven firms are scaling to tackle America's housing crisis.

A Florida advisory firm's move to Ameriprise reveals the powerful forces reshaping wealth management: a race for superior tech and the urgent need for succession planning.

Modera Wealth's new CIO and COO aren't just hires; they're a strategic bet on an AI-driven future. Here’s the invisible network they're building.

GAM's activist managers up their stake in Liontrust and target Impax, citing deep undervaluation and exposing fractures in a UK fund sector under pressure.

A new deal between Thrivent and the Green Bay Packers moves beyond logos, creating a blueprint for how strategic partnerships can drive both business and community value.

Comvest Private Equity is now Vesterra Capital Partners. This isn't a pivot, but a strategic sharpening of its operational playbook in a crowded market.

The $9.5B RIA expands beyond the Midwest, partnering with a veteran advisor in Virginia. This move showcases a new growth model for the industry.

A landmark partnership between data giant MSCI and wealth titan UBS aims to solve private markets' biggest problem: opacity. Can their AI-driven platform succeed?

Fintech platform Premialab is poaching top talent from finance giants. Its latest hire reveals a bold strategy to dominate the complex world of quant data.

As RMR Group preps its Q3 earnings, its performance offers a crucial look into the health of the physical assets—from logistics hubs to housing—that underpin our cities.

In an era of consolidation, Matthews International is charting a different course. Founders G. Paul Matthews and Mark Headley have reclaimed control, betting on independence.

With its TruSector suite now complete, VanEck is leveraging a hybrid model to bypass diversification rules, offering investors uncapped mega-cap exposure.