Newly reconstituted Wealthspire will have $580 billion in client assets in private accounts and retirement plans.

A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a ...

Total client assets in the wealth division rise 11%, with wrap account assets and advisor revenue also setting records.

At the end of September, UBS in its Americas region reported 5,779 financial advisors, a decline of 207 advisors over the ...

Whether you’ve grown your wealth through business, investments, or decades of disciplined saving, protecting what you’ve ...

EQU Asset Management is enthusiastic to announce its revised commitment to playing a fuller role in the transition towards a lower-carbon economy and to achieving net-zero greenhouse gas emissions. As ...

Citigroup Inc. is entrusting BlackRock Inc. with tens of billions of dollars of clients’ investments in a move that will close the bank’s only remaining in-house asset manager and outsource more of ...

Goldman Sachs Q3 revenue rose 7% Y/Y to $12.7B, beating estimates; EPS of $8.40 topped consensus of $7.03. Global Banking & Markets revenues up 7% Y/Y; Asset & Wealth Management revenue grew 16% Y/Y ...

Goldman said it had surpassed a fundraising target of $225 billion. The company said fiscal year 2023 revenue of $46.25 billion, stands at the firm's third-highest annual revenues. Get ahead of Wall ...

Europe's barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace. Consolidation activity is highly likely to continue notwithstanding proposals to loosen the ...

NEW YORK--(BUSINESS WIRE)--Goldman Sachs Asset Management (“GSAM”) announced today it has entered into an agreement with Deutsche Asset & Wealth Management (“DeAWM”) to acquire DeAWM’s stable value* ...