Wealth Management

As Old National sets its earnings date, investors eye results from a transformative year marked by a major acquisition and strong regional performance.

Latin America's largest investment bank completes its takeover of M.Y. Safra Bank, gaining a coveted US banking license to serve global clients.

The award-winning firm opens its fourth office, led by a local native, signaling aggressive growth and a commitment to community financial education.

As Axos sets to reveal its Q2 results, investors weigh strong growth forecasts against mounting concerns over margin pressure and a shifting economy.

Analytics giant Crisil launches a new brand platform by Starfish, unifying its global identity to accelerate international growth and redefine trust.

Peruvian financial giant Credicorp is buying Florida's Helm Bank, a strategic move to capture the lucrative cross-border wealth of Latin American clients.

As Northern Trust prepares its Q4 2025 earnings call, investors seek clues on its resilience amid shifting economic tides and strategic digital pivots.

Harris Evans launches a new wealth firm in a growing trend. But his success may hinge on navigating partners with both massive resources and troubled pasts.

Lotusia Group's Co-CEO Jacob Tao spearheads an ambitious expansion into digital compliance and wealth management while championing impactful social initiatives.

An expert shares urgent year-end tips on charitable giving, portfolio rebalancing, and college savings to maximize benefits before new tax laws take effect.

Michelle Cumbie joins Signature Wealth, a strategic hire signaling the firm's focus on high-touch service and expansion in coastal South Carolina's growing market.

Cetera Financial Group partners with fintech platform Vanilla, granting its massive advisor network new tools to simplify complex legacy and wealth transfer.

DPL hires Brad Mendenhall to expand its platform as RIAs increasingly embrace commission-free insurance for holistic, fiduciary-first financial planning.

In a major talent coup, Osaic names Shannon Reid President, signaling a strategic push for advisor growth after its massive 'Journey to One' integration.

MetaComp and Stable are building a compliant, high-speed payment network with stablecoins, aiming to disrupt the trillion-dollar cross-border market.

Mitchell Silberberg & Knupp's new partners reveal a deeper trend: how elite firms are cultivating specialized talent to win in a changing legal market.

Huntington Bank appoints veteran strategist Marc Dizard as CIO, signaling a major push to modernize its investment platform and challenge regional rivals.

MCF Advisors' acquisition of AWM, its first since a major PE investment, pushes its AUM to $3.9B and showcases the playbook reshaping regional wealth.

Focus Financial Partners names growth architect Adam Birenbaum its next CEO, signaling a strategic shift toward deeper integration and accelerated expansion.

Compass predicts a balanced 2026 housing market, but a deeper look reveals a split: modest relief for many and a luxury boom fueled by AI-driven wealth.