Wealth and Asset Management

15279 articles found

Wealth and Asset Management

Hightower to Deepen Strategic Partnership with $9.5B The Bahnsen Group

Hightower has announced it has signed a definitive agreement to acquire one of its flagship franchises, The Bahnsen Group (TBG), a leading U.S. wealth management practice overseeing approximately $9.5 billion in assets under management (AUM)*. TBG has been one of Hightower’s fastest-growing and strongest-performing practices.    The transaction significantly strengthens Hightower’s ability to invest behind […]
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Wealth and Asset Management

Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List

Bernicke Wealth Management has announced that Ty Bernicke, CFP, President and CEO, has been named to the Forbes 2026 Best-In-State Wealth Advisors list. This marks the ninth consecutive year Ty has received this prestigious recognition.    The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.   “Being named again to […]
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Wealth and Asset Management

Fundpath Announces Expansion Into Switzerland

Five years on from its UK launch, having enjoyed consistent year-on-year growth, Fundpath, the critical data and business intelligence service for those working in investment distribution, announces its expansion into Switzerland, one of Europe’s most sophisticated asset and wealth management markets.    Marking the next phase of its global growth strategy, the launch comes in […]
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Wealth and Asset Management

Global Banking & Finance Review Awards® 2026: DeVere Investment Honoured with 14 Years of Excellence in Wealth Management Mauritius

Global Banking & Finance Review® is pleased to announce that DeVere Investment has been awarded the prestigious 14 Years of Excellence – Wealth Management Mauritius 2026 as part of the 2026 Global Banking & Finance Review® Awards. This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in […]
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Wealth and Asset Management

Innovative tech shakes up wealth management in Canada

Canadian financial technology companies have been growing at speed by scaling up digital tools to empower wealth advisers while disrupting the way major institutions deliver client services.   Among those leading the way is Bellwether Investment Management, which is peeling business away from legacy investment firms using innovative digital platforms to provide better customer services […]
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Wealth and Asset Management

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Wealth has unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform.    Savvy Intelligence gives advisors a complete, continuously updated view of all client data, including investments, financial plans, and tax information, within a unified, AI-powered environment, marking the next chapter in Savvy’s reinvention of human-centered financial advice.   Savvy […]
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Wealth and Asset Management

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

Morgan Stanley Wealth Management has announced the results of its quarterly retail investor pulse survey: Bullish sentiment holds. More than half of investors (55%) remain bullish this quarter, only slightly below last quarter (56%). Inflation remains the top concern as new pressures rise. While inflation continues to loom large (50%), concern about geopolitical conflict increased […]
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Wealth and Asset Management

Hong Leong Bank launches Wealth Odyssey campaign

Hong Leong Bank has announced the launch of its Wealth Odyssey campaign, designed to reinforce the bank’s commitment to seeing wealth stewardship as a lifelong journey.    In a statement, the banks said it has pivoted towards an end-to-end view of the client’s financial life cycle following the recent refresh of its HLB Priority segment. […]
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