Wealth and Asset Management

15335 articles found

Wealth and Asset Management

Stratos Continues Expansion Through Strategic Partnership with RPI Financial Life Planners

Stratos Wealth Enterprises ("Stratos") and RPI Financial Life Planners ("RPI") today announced a strategic partnership designed to support RPI's next chapter of growth while preserving the personalized planning experience, culture and client relationships that have defined the practice for more than four decades. This acquisition expands Stratos’ presence in the Midwest and is anticipated to […]
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Wealth and Asset Management

Wealth Enhancement snaps up Weinand Financial

Wealth Enhancement has agreed to take over the investment advisory operations of Weinand Financial, a registered investment adviser based in Olympia, Washington.    Financial terms of the deal were not disclosed.     Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.    Established in 1991, […]
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Wealth and Asset Management

Northleaf closes USD $450 million asset-based fund

Northleaf has closed its first asset-based specialty finance fund at about USD $450 million, including commitments to the fund and related co-investment vehicles.   The final close marks the private markets investor's expansion into a segment of private credit focused on income streams and receivables rather than conventional corporate lending. The strategy invests in areas […]
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Wealth and Asset Management

Beyond the sale: turning a business exit into a new beginning

Planning beyond the transaction is essential. Thinking early about personal priorities, future involvement, and life after the business can help entrepreneurs approach an exit with greater clarity and confidence Preparation matters as much as price. A realistic valuation, a clear understanding of strategic options, and early consideration of personal, family, and wealth objectives can help […]
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Wealth and Asset Management

Six investor questions for the final months of 2026

key takeaways. Accelerating global investment, robust non-inflationary growth and a strong earnings outlook provide a positive backdrop for both equities and selected bonds The recent rotation among AI-related stocks is unlikely to derail equity markets. Strong demand for computing power supports the technology ecosystem, while earnings growth and share price gains are widening as the […]
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Wealth and Asset Management

Invesco Advances Global Solutions & Custom Strategies Platform

Invesco Ltd. has announced an important advancement for Invesco Solutions & Custom Strategies, a unified global platform designed to deliver bespoke investment solutions for clients across wealth and institutional channels.    The open architecture platform brings together Invesco’s long-established investment capabilities across public and private markets, as well as active and passive strategies, to deliver […]
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Wealth and Asset Management

SMAs Emerge as Wealth Management's Next Frontier

For decades, financial advisors have competed on investment performance.   The conversation centered on selecting the right mutual funds, identifying the best managers and building diversified portfolios capable of outperforming market benchmarks. While those responsibilities remain important, the definition of value is changing.   Today’s clients expect more than market exposure. They expect investment portfolios […]
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Wealth and Asset Management

Leonteq: Group led by financier acquires 30 percent – ​​extraordinary general meeting

Raiffeisen has divested its strategic stake in the derivatives house Leonteq, reducing its shareholding to 7 percent. A group led by financier Rainer-Marc Frey is acquiring the stake. An extraordinary shareholders' meeting will be held in September.   What had been anticipated since spring (finews reported ) is now official. The derivatives company Leonteq, which […]
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