Wealth and Asset Management

15228 articles found

Wealth and Asset Management

Daniel R. Liff named to Forbes Magazine’s list of Best-in-State Wealth Advisors

Morgan Stanley has announced that Daniel R. Liff, a Managing Director, Financial Advisor in the Firm’s Hauppauge Wealth Management office, has been named to Forbes Magazine’s 2026 list of Best-in-State Wealth Advisors.   Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The […]
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Wealth and Asset Management

Isio looks to add private assets to MPS

Having launched its model portfolio service (MPS) for advisers and wealth managers in April last year, Isio is looking at how it can incorporate private assets.   Isio's MPS is made up of seven low-cost outsourced investment portfolios.   These include five multi-asset portfolios ranging from ‘cautious' to ‘adventurous', as well as an equity-focused portfolio […]
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Wealth and Asset Management

Rockefeller expands to Naples with Coplin Wealth team

Rockefeller Global Family Office is entering Naples, Florida, by adding Coplin Wealth Partners to its wealth management business.   Coplin Wealth Partners works with ultra-high-net-worth individuals (UHNWIs) and families on financial issues.   The team is headed by Steven Coplin, a private advisor and managing director with more than 25 years of experience advising multigenerational […]
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Wealth and Asset Management

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

First regulated Swiss bank to use AI agents to test live on-chain transactions, with the client signing every action and private keys never leaving their device Architecture is AI-model, and asset-agnostic, with the capability to turn client plain-text messages into multi-step on-chain operations for stablecoins, tokenized equities, gold and securities Validates Sygnum’s “Human-in-the-Loop” strategy, where […]
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Wealth and Asset Management

LPL Financial Draws $330M Ex-UBS FA Team

LPL Financial has lured a financial advisory team, which was previously affiliated with UBS Wealth Management, where they oversaw $330 million in advisory, brokerage, and retirement plan assets.    Financial advisors Conley Thornhill, Doug Rathbun, and Nikki Rathbun Paxara have joined Linsco, LPL’s W-2 channel, to launch Winter Haven, FL-based Paxara Wealth Partners.    The […]
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Wealth and Asset Management

Transforming Wealth Management Using AI At Citi

AI is reshaping the global wealth management industry. From client advice to advisor productivity, AI is augmenting the role of financial advisors across the industry.   I recently discussed how AI is transforming wealth management with Andy Sieg, Citi’s Head of Wealth, and Joe Bonanno, Head of Wealth Intelligence, at Citi (Citigroup, NYSE: C), one […]
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Wealth and Asset Management

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform – reports

Amundi has signed fellow Crédit Agricole subsidiary Indosuez Wealth Management as the second client for its new ‘ETF-as-a-service’ capability, according to a report from French news outlet L’Agefi.   Announced at the Amundi's 2025 Capital Markets Day, the new offering is analogous to a white-label platform: Amundi will rent its ETF insfrastructure to third-party managers […]
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Wealth and Asset Management

Gresham Partners named winner of five awards-both firmwide and individual – at the 13th Family Wealth Report awards 2026

Gresham Partners has announced that it earned five awards at the 13th Family Wealth Report Awards 2026, both for the firm and for two of its partners.   The awards include: Multifamily Office ($5 billion to $15 billion) Outstanding CIO – Ted Neild Wealth Planning Women in Wealth Advisory (Individual) – Kim Kamin Leading Individual […]
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