Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform
Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies
Wealth and Asset Management
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Brooks Macdonald combines Distribution and Investment teams
The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.
Hoxton Wealth’s Ball: Advisers must prioritise client relationships this year and embrace AI
Ball added that the increasing role of AI in 2026 won’t necessarily be disadvantageous
Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams
14 Oppenheimer Teams Named Best-In-State
Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December
December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement
Mercer expands in US with purchase of two wealth management firms
The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.
High-growth founders rewrite rules of wealth management
A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses
Legacy in Transition: European Wealth Planning Enters a New Era – Insights from Alexandra Geiger
Advisers need to integrate structural knowledge, cultural understanding, and legal foresight to address the evolving needs of sophisticated clients.
Cerity Partners Announces Merger with Austin Private Wealth
This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.
Investing in real estate: opportunities and perspectives in Switzerland and abroad
In most countries, real estate prices have been moving up in real terms over the past 22 years.
Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance
Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.
DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues
The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.