Managers of Wealth

34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking

Wealth Enhancement is honored to have 34 advisors named to the list this year.

Annual General Meeting of Julius Baer Group Ltd.

The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.

The data problem holding back wealth management

Private banks, wealth managers and family offices are. pushing ahead with AI, but many underestimate the structural weakness limiting its value: fragmented, inconsistently defined data

Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies

Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion

York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club

The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club.

Söderberg-backed Vintage completes £400m advice firm deal

The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.

Deutsche Bank’s 2026 AGM to be held in person again for the first time since 2019; dividend again increased for shareholders

The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.

The signal in the sell-off: Wealth management’s value in the AI era

The market reaction was immediate and telling.

Reading investment signals and controlling emotions

The deeply unfashionable topic of portfolio diversification must be updated to reflect a noise-intensive environment where key indicators are often misread

A Turning Point for Women in Wealth Management

Women advisors are gaining ground not just in numbers, but in influence.

RBC Wealth Management: Setting Up Advisors for Success in Serving the Ultra Wealthy

RBC Wealth Management has been strategically building teams of skilled professionals across the United States who can service the myriad needs of the ultra-high-net-worth segment.

Stonehage Fleming emphasises time, patience and discipline for successful investing

The family office believes sustainable wealth creation depends less on bold, high‑risk decisions and more on consistent, careful choices.

Temenos announces completion of its second 2025 share buyback program

The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.

GBST listed in Global WealthTech 100 for seventh consecutive year

We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.

Marsh strengthens Mercer’s investments leadership to drive client impact

In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds.

Wealth by generation: Which age group is the most financially successful?

On paper, baby boomers are the wealthiest generation.

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

Two Sydney-based wealth managers merge

The wealth management business of Edney Ryan Group has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.

CaixaBank named Best Bank in Western Europe and Spain by Global Finance

The bank has also been named Best Bank in Spain for the twelfth consecutive year

Asian families are moving faster than their wealth plans

Wealthy families should expect movement to be part of their future but too many in Asia have plans that lack flexibility

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Wealth and Asset Management