Wealth Management Inc 3772

EQH is expanding fee-based businesses, with Wealth Management and Asset Management boosting recurring revenues and diversifying earnings.

The women-led RWA Partners will bring private wealth and family office specialties to Wealth Enhancement, which will grow to more than $187 billion in client assets.

BOSTON, September 30, 2026--As AI tools, social media, financial apps, and online communities reshape how Americans learn about planning and investing, new research1 from Voya Financial, Inc. (NYSE: VOYA) suggests that access to information alone may not be enough to help consumers feel confident in their financial decisions. Instead, many consumers report feeling uncertain about which advice to trust, how to apply it to their personal circumstances, and whether they are making the right financi

Mesirow, an independent, employee-owned financial services firm, today announced that Mark K. Nichol, CFP® has joined Mesirow Wealth Management as a Wealth Advisor. Nichol brings experience serving high-net-worth individuals and families through comprehensive financial planning and wealth management.

NorthRock Partners (NorthRock), a financial advice firm redefining the financial planning experience through its Personal Office® model, announced today that Triumph Wealth Management, LLC (Triumph) has joined NorthRock. The partnership, NorthRock's fourth in 2026, brings approximately $350 million in assets under management (AUM), three advisors and six team members, expanding the firm's presence in Wisconsin and strengthening its growing Midwest footprint.

Next Edge Capital Corp. ("Next Edge" or the "Manager") is pleased to announce that CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP II (the "Partnership") has completed the first closing of its initial public offering on September 25, 2026 of 457,084 Series A Units and 156,357 Series F Units (collectively, the "Units") for aggregate gross proceeds of $15,336,025.

Deutsche Bank's Wealth Management and Corporate Bank gains, resilient NII, and cost savings strengthen its path toward 2028 financial targets.

Stock markets mostly fell and oil prices climbed on Thursday as US Treasury bond yields hit multi-year highs, driven partly by a lack of progress in ending the Middle East war.But the benchmark US 10-year Treasury yield rose to its highest level since 2007, and the 30-year yield reached its highest since 2004 as oil prices jumped.

CHICAGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- Wedbush, a leading financial services firm, is pleased to announce the appointment of Jim McDermott as Managing Director, Investments, within its Wealth Management division. Based in Chicago, McDermott's addition strengthens Wedbush's presence throughout the Midwest and underscores the firm's continued commitment to strategic growth in key markets across the country. McDermott brings more than 30 years of experience serving individuals, families, and b

Does a higher number of funds in your portfolio improve its diversification, or is there a limit to how many funds you should hold?

Earlier in September 2026, Broadridge Financial Solutions launched DLX, an end-to-end tokenization and digital asset infrastructure platform, and extended its next-generation digital assets offering for wealth managers into the U.S. market, while appointing Boaz Lahovitsky as President of Wealth Management to lead its expanding wealth-focused capabilities. By linking tokenization, custody, governance, and wealth platforms through DLX and its U.S. digital asset rollout, Broadridge is...

Broadridge (NYSE: BR) today announced that Boaz Lahovitsky has joined the company as President of Wealth Management. Lahovitsky succeeds Mike Alexander, who will remain with the company working on strategic programs and initiatives.

CIO Eric Teal discusses how the firm seeks to capitalize on growth opportunities without taking on excessive risk.

Affiliated Advisors, a multiple-award winning and leading advisor service and support platform, announced today that it has won the Independent, Integrated Growth Platforms category at the 2026 Wealthies, presented by WealthManagement. This is the third time in four years that Affiliated Advisors has won this highly competitive and respected category

U.S. Bank executives say "financial nihilism" is a myth — but parental guilt over unaffordable homes is very real.

ADVERTISING/PUBLIC RELATIONS Padilla, a Minneapolis-based public relations firm, announced that it has named Julie Batliner president, succeeding Matt Kucharski, who will transition to a planned retirement at the end of 2026. Kucharski joined Padilla in 1989. Batliner most recently was president of Carmichael Lynch. … The Social Lights, a Minneapolis-based woman-owned social-first agency, ...

IGM Financial has delivered a powerful share price run in recent years, which naturally raises a question for anyone looking at the stock today. Are investors now paying a price that is fully explained by the returns the business earns on its capital. Over the past 3 years the share price has gained 169.3%, which puts a lot of weight on whether IGM Financial's capital returns can support that kind of re-rating. Recent news around record assets under management and new collaborations,...

bQuest, the multiple award-winning aging-care and longevity planning intelligence platform built to help financial advisors guide clients through some of life's most complex and emotional moments, announced today that it has won the Technology Providers – Thought Leadership category at the 2026 Wealthies, presented by Wealth Management. This is the second year in a row that bQuest has been recognized as a category leader and award-winner.

Ty J. Young Wealth Management, a leading financial services firm, has acquired Bethel Retirement Planning, a Mesa, Arizona-based firm led by longtime financial professional Dan Bethel.

Wealth Management last night announced the winners of the 2026 Wealth Management Industry Awards, the 12th annual celebration of outstanding achievement by the companies, organizations and individuals supporting financial advisor success. More than 600 executives and team members from leading asset management firms, registered investment advisors, broker/dealers, custodians, technology providers and other industry organizations gathered for the red carpet, cocktail reception and black-tie awards