Wealth Management

Why Private Markets Are Surpassing Banks in Wealth, Power & Risk

Leave a Comment / Alternative Investments, Financial Regulation, Investment Strategies, Private Equity, Private Markets, Wealth Management / By
Private equity and alternative-asset executives now earn vastly mo...

Private credit has surged to roughly $3–3.5 trillion in assets w...

Non-bank financial institutions now control over half of global fi...

Banks, regulators, and investors are scrambling to adapt to this n...

Janney’s Shift Under PE: Divestitures & Wealth Management Take Center Stage

Leave a Comment / Capital Markets, Divestitures, Financial Advisory, Investment Banking, Private Equity, Wealth Management / By
Janney Montgomery Scott, now owned by KKR, is exiting most capital...

Huntington Bancshares is acquiring Janney’s M&A advisory, public...

These divestitures shift Janney’s strategy toward capital-light,...

Transaction terms remain largely undisclosed, and the restructurin...

LPL Financial Q3 2025: Strong Revenue & Asset Surge Despite Acquisition-Driven Loss

Leave a Comment / Earnings Reports, Market Analysis, Mergers & Acquisitions, Stocks & Equities, Wealth Management / By
LPL Financial posted strong Q3 growth, with adjusted EPS up about ...

Despite robust top-line and asset growth to around $2.3 trillion, ...

Overall expenses jumped roughly 66%, prompting management to tight...

Investor sentiment and ratings remain favorable with upside to ana...

Alexandra Campbell Named CIO at NAB Private Wealth & JBWere: Impacts for Wealth Management

Leave a Comment / Asset Management, Australian Banking, Investment Technology, Private Wealth, Wealth Management / By
NAB Private Wealth has appointed Alexandra Campbell as CIO from 20...

Campbell brings over 25 years of experience across institutional i...

JBWere’s funds under management have grown about 15% year-on-yea...

The move underscores NAB’s push to deepen integrated private wea...

How AI Is Fueling JPMorgan’s Push to Double High-Net-Worth Clients in the Carolinas

Leave a Comment / AI in Finance, High Net Worth Clients, JPMorgan Chase, Private Banking, Regional Banking — Carolinas, Wealth Management / By
J.P. Morgan Private Bank plans to roughly double its Carolinas cli...

AI tools like “Coach AI” and the firmwide LLM Suite are boosti...

The Carolinas are viewed as a high-growth testbed where JPM can bl...

Success depends on managing AI-related regulatory, privacy, and se...

UBS Investment Banking Drives Profit Surge Amid Regulatory and Risk Hurdles

Leave a Comment / Bank Earnings, Banking Regulation, Investment Banking, Risk Management, Wealth Management / By

Executive Summary UBS has delivered robust investment banking performance in recent quarters, led by strong Global Banking and Global Markets revenue growth. The bank’s ongoing integration of Credit Suisse is ahead of schedule, enabling cost savings and gains in operating efficiency. However, regulatory pressure—especially potential changes to Swiss capital requirements—and exposure to risk in its …

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Morgan Stanley Wins Euromoney Awards with Market-Leading Strength in IB, Capital Markets & Wealth

Leave a Comment / Bank Rankings, Capital Markets, Investment Banking, Mergers & Acquisitions, Wealth Management / By
Euromoney named Morgan Stanley the World’s Best Investment Bank ...

Powered by a near-16 % Tier-1 ratio, $370 billion in deposits, and...

Morgan Stanley led globally in public M&A, equity capital markets,...

Recent Q3 2025 results show accelerating momentum in investment ba...
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