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Wealth Management CTO Think Tank: Strategic Insights for Wealth Technology Leaders

Wells Fargo Steps Up Wealth Hiring After $1.5 Billion Revamp

2026 Midyear Outlook

Wealth Management 2026 Midyear Outlook

Deals & Moves: Wealth Enhancement Lands Investment, Wealth Teams Overseeing $993M

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Stenner Wealth Partners+ Releases New Research on Canada's Wealth Advisory Landscape

Two new reports offer ultra-high net worth business owners and families independent, disclosure-based research into the professionals and Wealth Advisors who may play a role before...

RBC wealth management profit jumps 32% as client assets surge

Rising markets and strong net new money pushed RBC Wealth Management's net income up 32% in Q3, with AUM hitting $1.70 trillion

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

World Liberty Financial and Digital Asset Trust Banks

Where do we go from here?

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

The top ten wealth management firms in the UK hold 89% of clients, up from 70% in 2022, and 59% of the assets, a three percentage point drop over the same time.

Wells Fargo, Morgan Stanley Boast Q2 Wealth Revenue Jumps

Wells Fargo’s chief financial officer said the firm was continuing to hit high levels of advisor recruiting and attrition each quarter, while Morgan Stanley is benefitting from IPO...

Best Wealth Management Firms and Teams in Canada: 5-Star Advisory Teams

While most investors feared the market swings of 2025–26, the best wealth management firms and teams in Canada were already calling their clients first

SMAs Emerge as Wealth Management's Next Frontier

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

LPL Financial Adds $2.4B HNW Team From U.S. Bank

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

KPM Wealth Advisory Group had been with Stifel for 10 years before moving to RBC Wealth.

Wealth management revenues help boost ratings for Canadian banks

Canada's six largest banks posted strong third-quarter results as capital markets activity, margin gains and improving credit quality outweighed sluggish loan demand

The IPO Wealth Wave Has Just Begun. Most Advisor Platforms Aren’t Built for It

An IPO isn’t the finish line. It’s the beginning of an entirely new set of financial complexities, particularly for clients crossing the $20 million threshold into ultra-high-net-w...

Tax, Wealth Firm HBK Sells Stake to External Investor H.I.G.

The investment, which includes $7.7 billion HBKS Wealth Advisors, is one of three stakes that a wealth practice has sold this week to an outside investor.

$2.5B Hightower Affiliate Joins Signature Wealth Division

The addition sees Hightower Signature Wealth grow to $40 billion in less than a year through a combination of affiliates and newly acquired firms.

Canaccord Genuity expands UK wealth footprint in multi-billion-dollar deal

Canadian firm’s UK wealth arm expands its operations with the acquisition of EFG Private Bank's advisory division

Trump Accounts Could Redefine Wealth Management

Firms that treat Trump Accounts as merely operational will miss the chance to build decades-long household relationships starting at birth rather than midlife.

An alternatives strategy for an ultra high net worth practice

Thane Stenner, senior portfolio manager and senior wealth adviser at Stenner Wealth Partners Plus of CG Wealth Management, explains an approach to alternatives that earned him a pl...

Commercial real estate succession planning creates wealth opportunity for advisors

As billions in CRE assets prepare to change hands, advisors who understand portfolio transition strategies stand to gain

How CG Wealth Management's new CIO sees income fitting in client portfolios

Ben Fawcett outlines his approach to a perennial focus for asset managers as it evolves

US bank M&A wave set to reshape wealth management landscape

Bain projects up to seven US trillion-dollar banks by 2030 as consolidation accelerates