Corient Inks Yet Another Deal, for $3.5B UHNW Firm
By John ManganaroThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.
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.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 03, 2025
State Street Takes Minority Stake in Apex Fintech, Forms PartnershipThe move expands the financial services company's offerings to the global wealth management industry.
September 03, 2025
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7BThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.
September 03, 2025
Vanguard's President Calls for 60% Bond Portfolios. Advisors Are Skeptical.Heeding this advice could lead to "tremendous wealth erosion," Creative Planning CEO Peter Mallouk says.