Wealth and Asset Management

14951 articles found

Wealth and Asset Management

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

Wealth Enhancement has announced it has acquired FullCircle Wealth, an independent RIA in Dallas, Texas. The team of one advisor and two support staff is led by Brent Sikes, Principal Partner, and manages over $268 million in client assets.   Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “Brent Sikes approaches financial planning by […]
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Wealth and Asset Management

Results of the 2026 Annual General Meeting of UBS Group AG

Shareholders of UBS Group AG approved all proposals made by the Board of Directors at today’s Annual General Meeting (AGM). The independent proxy represented 1 872 709 511 votes.   Management report and consolidated and standalone financial statements for the 2025 financial year Shareholders approved the management report and the consolidated and standalone financial statements […]
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Wealth and Asset Management

Why women should start planning their future today

While speaking at the 2025 Advance and Rothschild & Co event, Barbara Birchler highlighted both the discomfort many women feel around retirement planning and the structural realities that make the topic particularly daunting.   Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning. They earn less […]
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Wealth and Asset Management

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

WealthArc has announced the launch of its new AI Agent, designed to automatically interpret financial documents such as account statements, portfolio reports, and private market investment documents and convert them into structured investment data available within the company’s global data infrastructure service.   The launch reflects a broader shift across the wealth management industry as […]
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Wealth and Asset Management

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

Chase Buchanan has launched a podcast offering UK expatriates guidance on cross-border finance and taxation.   Chase BuchananPrivate Wealth Management announced the launch of its podcast series, Expat Money Matters, developed to provide information on international financial planning and taxation for UK expatriates.   The series features discussions between financial professionals and regional specialists, covering […]
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Wealth and Asset Management

Intesa Sanpaolo strengthens its Wealth Management Division governance

Intesa Sanpaolo’s Wealth Management Division, led by Tommaso Corcos, introduces two new strategic coordination units to strengthen governance of key activities and support growth plans in Italy and international markets.   New units for digital transformation and strategic growth   The Wealth Management Division’s updated organizational structure includes: Digital Transformation Coordination, led by Luca Bortolan, […]
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Wealth and Asset Management

SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI has announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) onboarding experience that supports both public and private assets for defined contribution plan sponsors, advisors, recordkeepers, and asset managers.   Market demand for CITs in DC plans continues to accelerate, with CITs surpassing mutual funds in […]
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Wealth and Asset Management

Brooks Macdonald Group Third Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice (“FUMA”) for the third quarter of its 2026 financial year. All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.   Andrea Montague, CEO of Brooks Macdonald, commented:  “I […]
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