Fairstone predicts another record year for DBO acquisition programme
The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026
Wealth and Asset Management
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SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
BEKB confirms its financial strength with a good annual result
With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.
NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets
NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.
Brown Brothers Harriman and SimCorp forge strategic alliance
Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers
SJP hits £220bn in FUM
The final quarter also saw elevated short-term outflows, as many clients accelerated tax-free cash (TFC) withdrawals from their pensions in anticipation of reduced TFC allowances.
Titan Wealth acquires Sound Financial Management Limited
The acquisition is subject to regulatory approval from the Financial Conduct Authority (FCA).
One in two respondents said integrating wealth management with FinTech firms would boost sales
The survey provided a forward-looking assessment of how convergence, technology and shifting client expectations were reshaping revenue models and profitability in the asset and wealth management industry through to 2030.
Wealth managers turn to direct indexing for personalisation
Direct indexing involves purchasing individual stocks within an index to mimic its performance rather than using an index fund or tracker.
Record gold and silver prices signal a new era for wealthy investors
Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty
Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams
Firm is the highest-ranked team in Southeast Michigan for the fourth consecutive year
JM Finn opens fifth office in Cheltenham
New office is up and running with a five-strong team