US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion
Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market,…
57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
Quick Read Charles Schwab (SCHW) reported $11.77T in total client assets, up 19% year-over-year, with Managed Investing Solutions…
Shark Tank star Barbara Corcoran has never saved a dime, and spent $66M from real estate empire sale
For most Americans, saving money (or at least trying to) is a financial priority: It means a safety…
Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties
Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations. The wealth management industry…
Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties
However, younger clients bring very different expectations. Millennials, in particular, are more inclined toward private assets, cryptocurrencies, sustainable…
Why the super-rich are quietly going borderless – The Armchair Trader
The world’s wealthiest investors are rethinking the foundations of portfolio strategy, shifting beyond traditional asset allocation towards a…
Perpetual sells wealth division for $550m
Perpetual has confirmed it has entered into a binding agreement with private equity firm Bain Capital to sell…
UBS Bets on the Rise of Asia’s Female Wealth Segment
UBS Bets on the Rise of Asia’s Female Wealth Segment UBS Global Wealth Management’s Asia co-heads Amy Lo…
Great Wealth Transfer is already happening as millennials hitting ‘Peak 35’ are richer than ever
Thirty, flirty, and thriving. Forget the dirty thirties: millennials are now entering their era of earning, and they’re…
Dallas-Based Wealth Advisor Joins Ascentis
Editorial Staff
February 19, 2026
Ascentis Family Wealth serves clients from…