Browsing Tag
Wealth management
81 posts
PNC bets on MSCI’s Wealth Manager platform—will personalization reshape client advisory battles?
MSCI and PNC Bank partner to deliver personalized wealth management with institutional-grade risk analytics. Discover how this reshapes advisory services.
Are Bank of America’s $14bn AUM flows a sign that wealth management is becoming its next big profit engine?
Bank of America added $14bn in AUM inflows in 2Q25. Can wealth management growth offset NII pressure and become its next big profit engine?
SEI Investments Company’s $527m deal with Stratos Wealth Holdings signals a new phase for advisor-centric fintech integration
SEI Investments Company’s $527 million Stratos Wealth Holdings deal could reshape wealth management—find out how this partnership accelerates advisor growth.
Blue Owl Capital expands into Australian private wealth with OCIC-A direct lending fund in partnership with Koda Capital
Blue Owl Capital and Koda Capital launch OCIC-A, an Australian private credit fund offering direct U.S. lending exposure for high-net-worth investors.
Commerce Bancshares (NASDAQ: CBSH) to acquire FineMark (OTCQX: FNBT) in $585m deal targeting wealth growth markets
Commerce Bancshares’ $585 million acquisition of FineMark expands its wealth footprint—find out how this reshapes U.S. regional banking.
CW Advisors joins Osaic in landmark wealth management deal focused on ultra-rich clients
Osaic expands its fee-only RIA model with a $13.5B acquisition of CW Advisors—see how this deal reshapes U.S. wealth management strategy.
Sequoia Financial to acquire Carlson Capital Management, adding $3.8bn in client assets
Sequoia Financial Group, LLC is set to acquire Carlson Capital Management, LLC in a landmark deal that will…
Carson Group acquires Carson Wealth Cedar Rapids to drive client-centric growth
Carson Group, a leading name in wealth management with $38 billion in assets under management (AUM), has expanded…
Aviva achieves double-digit growth in Q3 2024 driven by diversified strategy
Aviva plc has reported a stellar performance in its Q3 2024 trading update, showcasing resilience and growth amidst…
Wealth managers ramp up AI spending: Budgets to surge over 100% in just 5 years, finds Wipro survey
Wealth management firms are bracing for a monumental shift as AI budgets are projected to more than double,…