Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
10 Biggest Q2 Deals in Wealth Management: Echelon
By Michael S. FischerDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.
August 04, 2026
$3.5B Team Joins Cetera to Launch RIAThe team — New York-based iTP Partners — joins from Osaic.
August 03, 2026
UBS to Pay $125M Over Anti-Money Laundering FailuresThe broker-dealer failed to adequately monitor customers' foreign currency wire transactions and onboarded risky clients, FinCEN finds.
July 31, 2026
LPL Debuts Unified Tech PlatformA core asset of LPL Latitude is Cyan, LPL's AI agent, which is set to launch later this year.
July 30, 2026
One Group of Private Assets Is on the Cusp of Significant Growth: CerulliThis trend underscores the need for firms to develop strategic partnerships to attract advisor-intermediated assets, research finds.
July 30, 2026
Mercer Debuts New Version of AI-Powered EcosystemAspen 2.0 is now deployed across the RIA's more than 1,100 wealth professionals.
July 29, 2026
UBS Starts $3B Buyback Plan on Strong Q2 ResultsIts Americas wealth business posted net inflows of $1 billion, even after a $10 billion outflow related to the U.S. tax season.
July 29, 2026
Vanguard Reportedly Sent Erroneous RMD Emails to ClientsThe giant asset manager has been addressing its tech issues, an analyst says, but the work isn't done.