Wealth and Asset Management

14966 articles found

Wealth and Asset Management

UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas

UBS Wealth Advice Center opens its third major hub at 23Springs in Uptown Dallas, alongside locations in Weehawken, NJ, and Charlotte, NC The 26,000-square-foot office can accommodate more than 170 Financial Advisors, leaders and support teams A dedicated training facility will help develop emerging Financial Advisors, supporting next-generation wealth management talent UBS plans to attract […]
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Wealth and Asset Management

Utmost Summer 2026 Navigator: The growing importance of structural optionality in wealth planning

Utmost, a leading global provider of insurance-based wealth solutions, has issued the Summer 2026 edition of Navigator.    This quarter’s edition, designed exclusively for the advisers of High and Ultra-High Net Worth (HNW and UHNW) individuals, focuses on the importance of structuring wealth in a way that remains resilient, and complements wider planning arrangements, as […]
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Wealth and Asset Management

Three William Blair Advisors Named to Barron’s Top 100 Women Financial Advisors

Congratulations to Lindsey Holton, Sarah Mercurio, and Jackie Moss, William Blair wealth advisors and partners, on being named to Barron’s 2026 Top 100 Women Financial Advisors list.   The annual ranking recognizes the nation’s top women financial advisors based on the quality of their practices, assets under management, financial planning, and client service.   "Women […]
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Wealth and Asset Management

NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts

NewEdge Capital Group, LLC, has announced that Structured Note Strategies offered by NewEdge Investment Strategies on Envestnet’s platform can now be managed alongside other investment strategies in the same account through a Unified Managed Account (UMA), extending the breadth of investment solutions available through the industry leader in Adaptive WealthTech.   Wealth managers can utilize […]
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Wealth and Asset Management

Syz teases 'exciting' crypto news

Bank Syz has been working on a new project, wealth management chief Philippe Turrian has told Citywire.   He said: ‘We’re working hard to actually maintain this first mover advantage in the scope of crypto with a few new functionalities, which are to be announced later in the year.   ‘We cannot say anything for […]
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Wealth and Asset Management

SEI Reports Second-Quarter 2026 Financial Results

SEI Investments Company has announced financial results for the second quarter 2026.    Relative to the second quarter 2025, EPS declined by 11%, and revenue and operating income grew by 15% and 33%, respectively, with operating margin increasing to 31%.    On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with […]
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Wealth and Asset Management

AFFLUENTIAL Report Examines How Next-Generation HNWIs Are Reshaping Private Banking

AFFLUENTIAL has published a new whitepaper exploring how younger high-net-worth (HNW) clients are changing their relationships with private banks, wealth managers and insurers.   The Great Wealth Transfer – Winning the Next Generation of Wealthy Clients draws on AFFLUENTIAL’s WealthLens 2026/27 study of 621 HNW individuals across Hong Kong, Singapore, Mainland China and the United […]
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