Savvy Wealth, Allocate Savvy Wealth , an RIA, has launched a proprietary private markets program built with Allocate, a private markets technology platform. The program will initially give clients ...

Binance, the cryptocurrency exchange, said today that $6.3 billion worth of funds were affected, with $3 billion in crypto frozen, in the largest such hacking attack on this sector yet recorded.

Practify, Dynasty Financial Partners Practifi , a provider of intelligent CRM solutions for RIAs, has announced its continued partnership with Dynasty Financial Partners to support client ...

The European Central Bank (ECB) and US Federal Reserve kept interest rates on hold this week, as expected. The ECB kept its deposit rate unchanged at 2.5 per cent, and the Federal Open Market ...

Buzziest conference acronym: MCP The acronym “MCP” (Model Context Protocol) was a big buzzword at the conference. Released as an open source by Anthropic two years ago, MCP has caught on in a big ...

Schwab’s controversial decision to raise the minimum asset level for an RIA client referral to $5 million, while also planning to add thousands of new advisors to its own retail network, raised ...

The deal builds on Carson’s consolidation in Georgia. In February, Carson Group fully acquired its Milton location, which is led by managing partner and wealth advisor GC Lewis. At the same time, ...

Morgan Stanley Family Office, the US bank’s unit serving ultra-high net worth families and their offices, has published a framework to help family offices keep decisions in their operations aligned ...

Fiduciary Trust International Fiduciary Trust International, the New York-based wealth manager owned by Franklin Templeton, has hired Andrew “Drew” Chan as a senior portfolio manager in its Los ...

Venable LLP has expanded its family office practice, bringing work it already carried out for family offices and high net worth families across the firm under a single team.

McDermott Will & Schulte has promoted 36 lawyers to partner and four to counsel, effective January 1, 2027. New York accounts for 13 of the new partners, which the firm said reflects continued ...

UBS posted profit before tax of $3.587 billion for the third quarter of 2026, up 27 per cent year-on-year. On an underlying basis, pre-tax profit rose 14 per cent to $4.077 billion, with every core ...