Wealth Management

The financial services firm appoints Katherine Lucas, a veteran of State Street, to helm its marketing as it launches new products and expands its market reach.

The partnership grants 62,000+ financial advisors access to Harbor Group International's specialized, income-oriented multifamily private credit strategies.

Chicago-based Rothschild adds $170M Bussenger Financial, highlighting a wave of smaller firms joining larger platforms to gain scale and resources.

Marriott Bonvoy returns as a partner for the Hong Kong Sevens' 50th year, offering exclusive experiences at the new Kai Tak Sports Park.

The UFL and Dynasty Financial Partners unveil a game-changing deal, introducing a 4-point field goal and a landmark financial literacy program for players.

A new all-in-one platform for financial advisors launches for free, but its model funded by asset managers raises questions about the true cost of 'free'.

A new study reveals a significant financial confidence gap between military and civilian households, highlighting the impact of unique benefits and coaching.

In its largest deal to date, Savant Wealth Management acquires Exencial and Heller, catapulting its assets to $50 billion and reshaping the RIA landscape.

With a 36% surge in assets and a 51% workforce jump, Abu Dhabi's financial hub is challenging global titans and building a city around its success.

Wealth giant Carson Group launches Client Intelligence, an AI tool promising to free up advisors' time by providing instant household data and deeper insights.

UBS sees dozens of its Southeast advisors on Barron's 2026 list, signaling a strategic victory in a key growth market. What does this mean for clients?

Arax Investment Partners adds family-run Omni Financial, highlighting a major trend of boutique firms joining PE-backed giants for growth and succession.

In just six months, OpenArc surpassed $10 billion in assets, validating a new model that integrates corporate benefits with personal wealth advice.

At its Hong Kong summit, Noah Holdings revealed a new playbook for global investors, leveraging AI to build resilient wealth structures in a changing world.

Cambridge's acquisition of an $800M firm highlights a growing industry trend of broker-dealers becoming buyers to solve the advisor succession crisis.

A major investment aims to transform Houston's RIA Advisors into the top choice for wealthy Texans, blending private equity power with boutique service.

A new partnership embeds iCapital's platform into Aladdin Wealth, giving advisors a seamless workflow to manage public and private assets in one place.

MJP Wealth Advisors President Brian Vendig joins the elite Barron’s 2026 list, a nod to the firm's rapid growth and sophisticated client strategies.

Noah Holdings reports a surge in profitability, driven by AI-led efficiencies and a global pivot, rewarding shareholders with 100% of its net income.

For the second straight year, Prosperity Capital Advisors is a Best Place to Work. Here’s how its people-first culture is fueling national expansion.