Wealth Management

The New Hampshire bank posted a 25% year-over-year profit jump, expanded margins, and grew loans, demonstrating resilience in a volatile global market.

UBS lands 34 teams on Forbes' 2026 list for SoCal & Hawaii, revealing a strategy of deep regional expertise and the future of personalized financial advice.

The Mather Group's partnership with Sebold Capital highlights a key industry trend: acquiring deep expertise to serve the integrated needs of entrepreneurs.

LCL and Crédit Agricole Assurances finalize the acquisition of Milleis Group, a strategic move to dominate France's affluent client market.

The ADL will soon release its 2025 audit on antisemitism. Past data shows a record surge, raising concerns over campus safety and policy effectiveness.

Banks capture only 4% of their clients' wealth. A new partnership aims to fix this multi-trillion dollar problem by unifying fragmented data.

Fusion Financial Partners' co-founder will help shape AdvizorStack's open-architecture platform, signaling a major shift away from vendor lock-in for RIAs.

A new platform from wealth firm Earned aims to close the critical financial knowledge gap for doctors burdened by debt and complex financial decisions.

Nashville's Truxton Corporation announces a significant dividend hike, continuing a decade-long trend of rewarding investors fueled by robust financial performance.

A landmark A$3.9 billion deal takes Australia's wealth giant Insignia Financial private, signaling a new era for the nation's superannuation sector.

Moshe Alpert's recent media feature highlights a growing industry shift away from transactions and toward relationship-driven, holistic financial planning.

U.S. wealth giant Corient enters Canada with C$10B in assets, aiming to disrupt the UHNW landscape with its massive scale and unique fiduciary model.

With over $500M in AUM, Ambler-based RIA Lansing Street Advisors adds a CIO, COO, and CFO, positioning the young firm to scale and compete for HNW clients.

New Orleans-based Stokes Family Office surpasses $3.3B in assets, expanding into Dallas and investing in a new flagship headquarters ahead of its 40th anniversary.

Sorenson Impact Advisory absorbs top talent from the closing Align Impact, uniting industry pioneers to create a new giant in mission-driven finance.

A new partnership aims to equip independent advisors with elite family office capabilities, signaling a major shift in ultra-high-net-worth wealth management.

DeepVest launches new AI tools using Nobel Prize-winning theory to offer advisors deeper client insights and hyper-personalized portfolios at scale.

Copenhagen's Performativ, backed by Deutsche Börse, raises $14M to replace legacy systems with a unified, AI-driven platform for private banks.

A #1 ranking for a capital markets attorney highlights South Florida's boom and the elite legal expertise now guiding international firms to U.S. markets.

Wealth intelligence platform Masttro hires Dan Gorlick as CPO, signaling a major push in AI and global expansion for the ultra-high-net-worth market.