Mega-RIA pushes deeper into cross-border advice with deal to acquire UK’s Maseco.
Deal unites firms with 12M customers and $1.5T AUM/AUA, targeting growth, scale and $500M synergies.
Middle East conflict tests resilience as AI momentum offsets slower growth outlook.
Institutional desks warn round-the-clock markets may dilute liquidity and increase burnout pressures.
InvestmentNews finds out more from the firm’s new president of Emerging Affluent Wealth Management.
Most taxpayers expect to break even, save refunds, and delay filing amid tight household budgets.
Mutual fund and ETF costs stayed subdued in 2025 as flows favored low-fee products.
Fresh attacks, strained Gulf flows and rising risk premiums jolt global investors and energy outlook
Digital-first, values-driven HNW investors demand hybrid advice, personalization, and constant engagement.
WPCG and HGGC invest in $4.6B RIA as Emigrant exits and management retains ownership stake.
