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Wealth management in 2026 is being reshaped at the core, not the margins. The stories emerging this...
Marshberry's John Orsini explores how advisors can prepare for a potential acquisition.
Competition in the wealth management industry has intensified significantly, driven by new digital challengers and specialized providers, eroding customer loyalty, and increasing d...
Wellington Management's Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients
North American wealth deal count rises 20% but value drops as big-ticket transactions vanish
Hightower CEO Larry Restieri outlines the firm’s next phase of growth, centered on consolidating around the Hightower Signature Wealth brand and expanding its integrated RIA model.
Completion of the acquisitions announced last year puts sovereign wealth-fund-backed Corient among the largest non-bank wealth managers in the world.
Longevity, private markets and inherited firms reshape wealth planning, study finds
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Public alternative asset managers sought to ease concerns about redemptions tied to semiliquid private credit funds while highlighting continued fundraising and strong operational...
As wealth grows, financial decisions tend to become more layered. Investments connect to taxes. Estate planning affects retirement income. Business ownership influences succession...
Vardhan Wealth Management's Monish Verma breaks down the private markets landscape.
See who was recognized and revisit the highlights from an evening celebrating Canada's wealth management industry
Wealth Management EDGE kicked off with five tracks of summits focusing on the topics of artificial intelligence, private markets, investing strategies, tech for growth and ultra-hi...
Wealth management firm is the latest to announce a new Towne Center location
Some advisors, providers and asset managers are leaning in.
Significant M&A deals this year have increased the scale of wealth management groups, leading to the shunning of specialist and boutique investment trusts.
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors
In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking.
'The key characteristics of these businesses are strong; that clients are sticky, retention levels are incredibly high, pricing on the business is stable, equity markets have conti...
Private markets are reshaping global wealth management as alternatives become a core part of portfolio allocations, according to research by GlobalData. The report found that alter...
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Mercer analysis of 150 transactions finds pricing discipline holds as continuation vehicles go mainstream
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