WealthManagement.com

Report: 20% of Wealth, Asset Managers to Be Acquired by 2029

Analysts at consultancy Oliver Wyman and wirehouse Morgan Stanley have a simple message for the wealth management space over the next five years: Buckle up. According to a jointly produced annual ...
WealthManagement.com

Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan

In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Dan Noonan, executive vice president at Cohen & Steers, to discuss how real assets are being incorporated ...
Crowdfund Insider

Asset and Wealth Management Industry Being Transformed by M&As : Research

Oliver Wyman noted in their wealth and asset management report with Morgan Stanley that they examined the global industry outlook, and have carefully looked at how mergers and acquisitions are now ...
Pulse 2.0

BakerAvenue Wealth Management Secures Strategic Investment From Constellation Wealth

BakerAvenue Wealth Management has secured a strategic minority investment from Constellation Wealth Capital to support ...
InvestmentNews

Goldman, BNY announce leadership refresh in wealth management

Goldman Sachs and BNY have elevated a slate of senior executives tied directly to their wealth and asset management ambitions. At Goldman several senior leaders closely tied to its Asset & Wealth ...
Forbes

AI Is Not The Problem In Asset And Wealth Management

Artificial intelligence (AI) has become a well-known term in asset and wealth management. Investment committees talk about it, consultants present it and vendors promise efficiency and superior client ...
Business Insider

Meristead Wealth Launches as a National RIA Managing Close to $1.4B in Assets

DALLAS, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Stansberry Asset Management (“SAM”), an investment management and financial planning firm serving individuals and families nationwide, today announced its ...
Business Wire

Willow Wealth Expands Private Markets Platform With Launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, and StepStone

NEW YORK--(BUSINESS WIRE)--Willow Wealth today announced the launch of direct access to private markets evergreen funds from Carlyle (NASDAQ: CG), Goldman Sachs Asset Management (NYSE: GS), and ...

Loop Capital Expands Athlete Wealth and Family Office Platform, Bringing Institutional Scale Through Life Line Transaction

Loop Capital and Life Line Holdings today announced that they have closed an asset transfer agreement covering specified ...

Malaysia Wealth Management Market and HNW Investor Outlook 2026 | Advisory Mandates, Offshore Investing, and Rising Female Wealth Fuel Growth Opportunities

Target advisory-led portfolios, offshore investment needs in China and Singapore, and expats’ complex service demands to sharpen client acquisition and product strategies.Dublin, Oct. 09, 2026 (GLOBE ...

Qatar's wealth fund and JP Morgan Asset Management to launch $20 billion partnership

By Federico Maccioni DUBAI, Sept 21 (Reuters) - Qatar's sovereign wealth fund QIA and JP Morgan Asset Management plan to launch a $20 billion strategic partnership across public and private markets in ...