01/30/2026
Nominations Open for 2026 Wealth Management Industry Awards
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.
01/30/2026
Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.
01/30/2026
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
01/30/2026
This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.
01/30/2026
CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.
01/30/2026
Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.
01/30/2026
Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.
01/30/2026
Max Gnesi and Claudio Schneider of DCAP are taking traditional hedge fund trades to the crypto world.
01/30/2026
Fideuram – Intesa Sanpaolo Private Banking has acquired the remaining approximately 24 percent of the Swiss company Reyl Intesa Sanpaolo.
01/30/2026
The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.
01/30/2026
As a long-term tenant in partnership with Grossfeld, Lombard Odier will be the building’s sole occupant.
01/30/2026
Capital is strategically deployed in regions where the potential impact is greatest and where private sector capital can help close critical financing gaps.
01/29/2026
Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.
01/29/2026
The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
01/29/2026
Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base
01/29/2026
The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026
01/29/2026
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%.
01/29/2026
With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.
01/29/2026
NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.