08/13/2026
Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice
IFAs have long had access to tools to research and construct a central investment proposition.
Wealth and Asset Management
08/13/2026
FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework
In particular, it advocates for the strengthening of instruments with a preventive effect.
08/13/2026
Glarner Kantonalbank reports a successful first half of 2026
The half-year results for 2026 surpassed the already strong second half of 2025.
08/13/2026
Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices
Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutions
08/13/2026
Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year
The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry.
08/13/2026
Good half-time result for TKB
TKB recorded strong business performance in the first half of the current year.
08/13/2026
Half-year results 2026 Aargau Cantonal Bank
Continued strong growth in customer business and commission success.
08/13/2026
Wealth managers cut fees to win AI’s paper millionaires
The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client
08/13/2026
TISE Reports H1 2026 Listing Results; Sets Records for Total Number and Value of Listings
The total market value of listed securities reached a record £813 billion at 30 June 2026, an increase of 4.7% YoY.
08/13/2026
Brookfield Corporation Reports 15% Increase in Earnings
Record Fundraising Increases Deployable Capital to $210 Billion
08/13/2026
Merit buys Southern California wealth manager Bridgeway
Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.
08/13/2026
IA Global Financial Services Awards 2026 Winners and Highly Commended revealed
These awards are unique as there is no application process - each company has to be nominated by IA's advisors, brokerage or wealth management readers.
08/13/2026
Eight in 10 fear life chances depend on family wealth as grandparents fund university
Rising university costs are driving greater reliance on the Bank of Grandma and Grandad, with education funding increasingly linked to estate planning.
08/12/2026
The Future of Wealth Management Is Personal and Built for Resilience
Geopolitical tensions, shifting interest rates, inflation concerns, and rapid technological advancements have introduced new sources of uncertainty.
08/12/2026
Nomura International Wealth Management Launches Physical Gold Trading and Custody Service in Singapore
Clients will gain access to large gold bars and kilobars, with all trading and custody services conducted entirely within Singapore, reflecting our deep commitment to the region.
08/12/2026
UBS Celebrates 75 Years in Canada as Wealth Management Needs Continue to Grow
Milestone reflects the firm's long-standing commitment to helping Canadian and international clients build, preserve and transfer wealth.
08/12/2026
Alex Intriago of Bridgemont Wealth Named to Forbes' 2026 Best-in-State Wealth Advisors List
The Forbes Best-in-State Wealth Advisors rankings are based on a rigorous methodology that includes both quantitative and qualitative criteria.
08/12/2026
Berner Kantonalbank significantly increases profit
Operating profit improved even more significantly, increasing by 12.3 percent to CHF 127.8 million.
08/12/2026
Utmost Group plc: HY 2026 Trading Update
Strong growth momentum continues with £4.4bn of inflows (up 16% on a normalised basis) and a 6% increase in AUA to £123.4bn
08/12/2026
F.N.B. Corporation Enhances Offering for Ultra-High-Net-Worth Clients and Business Owners with Investment in Family Wealth Advisory Services
Led by veteran wealth management professionals, F.N.B. Private Family Wealth will support those clients' long-term and multigenerational financial objectives.