Wealth and asset manager dealmaking climbs in H1 2026, even as mega-deals dry up
North American wealth deal count rises 20% but value drops as big-ticket transactions vanish. Wealth and asset management…
EY sets out 10 forces that will define wealth management leadership by 2030
AI, self-direction and the great wealth transfer are rewriting the rules of wealth management. The forces reconfiguring global…
The great wealth transfer isn’t coming – it’s already here
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.…
Wealth management is going institutional, but what does that mean for your clients?
Wellington Management’s Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients. The wealth…
What Taylor Swift teaches about money and how you can apply it, expert says, ‘its a masterclass in wealth management’
While millions admire Taylor Swift for her music, financial experts say her wealth-building journey offers lessons far beyond…
I Teach Wealth Management. Avoid These Spending Traps to Save Money.
This as-told-to essay is based on a conversation with Rob Mallernee, the CEO of Eton Solutions, who teaches…
CA explains the money management strategy that separates the rich from others. How they use debt to build more wealth
For many middle-class families, debt is usually seen as something risky. Loans are often linked with financial pressure,…
Bangkok Post – Income-starved banks pile into wealth management
Thai banks have joined the race among Southeast Asian financial institutions eager to capitalise on the growing wealth…
US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion
Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market,…
57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
Quick Read Charles Schwab (SCHW) reported $11.77T in total client assets, up 19% year-over-year, with Managed Investing Solutions…
Shark Tank star Barbara Corcoran has never saved a dime, and spent $66M from real estate empire sale
For most Americans, saving money (or at least trying to) is a financial priority: It means a safety…
Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties
Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations. The wealth management industry…