BNY yesterday reported that its net income, applicable to common shareholders, rose 20 per cent year-on-year in the third quarter of 2026, reaching $1.608 billion. Total fee revenue rose 12 per ...

The latest senior wealth management moves, appointments and personnel changes in the North American sector. LPL Financial A Seattle-based group with about $1 billion of advisory, ...

Pacific Asset Management has set up a Latin American entity based in Montevideo, Uruguay, giving the business a permanent presence in the region for the first time.

JTC, a Jersey-based provider of fund, corporate and private client administration services, has made four senior appointments in the US and Latin America within its Private Capital Services ...

Oury Clark, a UK firm providing legal, accounting, tax, payroll and corporate services, has formed a strategic pact with G3 Partners, a market-entry specialist operating in the Western US and ...

Average seller AuM hits $1.02 billion Overall, demand for RIA firms, especially among large buyers backed by private equity capital, remains strong. “Owners still need succession solutions, firms ...

SEI has appointed former LPL Financial senior executive Kristie Edling-Day (main picture) as chief information officer, reporting to Ryan Hicke, CEO. At LPL, Edling-Day was executive vice president ...

A problem the wealth sector faces is when people use the term "family office" to describe a group, but don't have the resources to qualify for that title, a figure in the sector says. The head of a ...

The latest technology news in the wealth management sector from around the world. Vistra Vistra Fund Solutions has added real estate debt fund administration to its services on the Yardi platform, ...

Goldman returned $4.49 billion to common shareholders in the quarter, including $3 billion of share repurchases and $1.49 billion of dividends. On October 12, the board declared a dividend of $5.00 ...

The US Department of the Treasury has imposed penalties totaling more than $1.21 billion on Bank of America for violations of anti-money laundering and sanctions laws. The Treasury said the actions ...

The global wealth and investment management business of Bank of America posted net income of $1.5 billion in the third quarter of 2026. Revenue rose 13 per cent from a year earlier to $7.1 billion.