Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...

COLUMBIA, MD, UNITED STATES, January 12, 2026 /EINPresswire.com/ -- Williams Asset Management is delighted to share ...

Raymond James Financial has reached an agreement to acquire Clark Capital Management, a Philadelphia-based asset manager that ...

Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

CI Financial was itself acquired by Abu Dhabi-based Mubadala Capital in a $4.7-billion privatization deal late in 2024, ...

Ron Kalifa has joined Brookfield Asset Management as vice chair and head of financial infrastructure investments. A spokesperson for Brookfield said this is a newly created role. The addition of ...

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Roughly one-third, 32%, of financial advisors invested in crypto for client accounts in 2025, up from 22% in 2024, according ...

TORONTO--(BUSINESS WIRE)--CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $398.9 billion as at June 30, 2023, consisting of asset management assets of $122.4 billion, ...

The sources said that PGIM has appointed EY to provide advisory services for the potential sale of PGIM India Asset ...