Brookfield’s Wealth Arm Targets $100 Billion From Private Cash
Brookfield Asset Management’s private wealth arm aspires to reach $100 billion in assets in the next five years, its chief ...
InvestmentNews4h
Farther adds $120M firm with science-backed approach to wealth management
WMBC was co-founded 22 years ago by wealth advisor Scott Coles, ChFC, CLU, who has more than 40 years in the wealth ...
privatebankerinternational5h
Carnegie expands with Eagle Ridge Investment Management acquisition
Carnegie Investment Counsel (Carnegie) has acquired Stamford, Connecticut-based Eagle Ridge Investment Management.
Institutional Investor5h
The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management
In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...
pwmnet.com6h
Consolidate or capitulate: M&A in asset and wealth management
A high pressure business environment is leading to renewed M&A among asset and wealth management firms, with alternative ...
Spire Wealth Management Buys New Holdings in Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Spire Wealth Management acquired a new position in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) in the 4th quarter, according to its most recent filing with the Securities and ...
StepStone projects robust 2025 growth with $10B fee-earning AUM increase and $1.2B infrastructure fund close
CEO Scott Hart highlighted a record-breaking quarter for StepStone, with fee-related earnings reaching $74 million and a $10 billion increase in fee-earning assets under management ( AUM ), marking ...
The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...