BlackRock to Manage $80B in Citi Wealth Client Assets
By Dinah Wisenberg BrinThe banking giant called the arrangement the largest asset management deal of its kind.
September 04, 2025
Stifel Adds Ex-Merrill Exec and $1B of His Investment Firm's AssetsLaunny Steffens will lead asset management; Stifel will acquire AUM from his firm, Spring Mountain Capital.
September 04, 2025
Corient Inks Yet Another Deal, for $3.5B UHNW FirmThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.
September 04, 2025
Goldman to Buy $1B of T. Rowe StockThe bank will team up with the asset manager to sell private-market products to retail investors.
September 03, 2025
This Social Security Strategy Gives Retirees More to SpendBridge approaches can help retired clients get more mileage from the same amount of assets, research finds.
September 03, 2025
You Have 100M Americans to Rescue, Pru Exec WarnsSalene Hitchcock-Gear wants advisors to mind all of Americans' financial gaps.
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.
September 03, 2025
JPMorgan Lays Off 99 In San FranciscoThe company has added thousands of positions overall and has more than 14,000 openings.