US Wealth Effect and Rate Outlook Shape Portfolio Positioning
Portfolio strategy among U.S. wealth managers is increasingly being shaped by a dual macro transmission mechanism: the wealth effect and the Federal Reserve’s e
Portfolio strategy among U.S. wealth managers is increasingly being shaped by a dual macro transmission mechanism: the wealth effect and the Federal Reserve’s e
Sanctuary Wealth, a Miami‑based hybrid Registered Investment Advisor (RIA) platform, has solidified its ongoing expansion strategy with the onboarding of Valen
Modern Wealth Management has significantly expanded its national footprint with the acquisition of Flaharty Asset Management, a Clearwater, Florida‑based wealth
Swiss alternative asset manager Partners Group Holding AG, a $185 billion global private markets firm, announced on June 3 that it would impose restrictions on
In early June 2026, Wolfe Research published a strategic assessment formally positioning the wealth effect as a central economic influence on the U.S. economy,
Royal Bank of Canada (RBC) reported second‑quarter fiscal 2026 financial results that spotlight the growing influence of wealth management on overall earnings,
Registered investment advisors expanded their ETF lineups in the first quarter of 2026, with real assets, defense-oriented funds and active managers gaining sha
Charles Schwab’s latest push to expand its in-house wealth advice footprint is testing a long-running tension at the center of the U.S. advisory market: how far
IFP Securities owner Bill Hamm is pitching a long-term succession framework that would give the firm’s financial advisors a path to participate in the value of
Wells Fargo Advisors has added more than $9.6 billion in client assets through a concentrated recruiting push during the first half of May, drawing advisor team