wealth management

AlTi Global stock barely moved despite strong Q4 earnings, underperforming the S&P 500 as leadership uncertainty from a CEO transition dampened investor sentiment.

Carson Group enhances its AI platform with Client Intelligence feature, promising 18% advisor capacity gains through AWS-powered natural language client data queries.

$SBFG to report first-quarter results April 23, followed by investor call April 24, offering updates on community banking and financial services performance.

Futu Holdings surges 21% annually as profits double to $1.45 billion, yet HHLR Advisors halves its stake via $276 million sale.

Informa subsidiary Zephyr earns 2026 FinTech Breakthrough Award for retail investment platform excellence, marking fifth recognition in two years.

Oakworth Capital Bank appoints manufacturing and senior care executives Rob Stevens and Neely Coble IV to Middle Tennessee Market Board, strengthening regional leadership.

Abacus Global acquires $53M minority stake in Manning & Napier, an $18B AUM wealth manager, with strategic product and distribution partnerships expected to close Q2 2026.

Futu Holdings reports doubled net income to HK$11.3B in 2025 with 68% revenue growth, adding nearly 1M funded accounts across Asia.

WisdomTree and Halo Investing launch jointly managed account strategy combining income, downside protection, and structured note capabilities for financial advisors.

First Western Trust appoints Jeff Miller as Scottsdale Market President to expand wealth management services for high-net-worth clients in Arizona.

UBS beat earnings expectations but stock fell 6% due to concerns over profit quality. Remaining integration costs and legal liabilities from Credit Suisse acquisition pose sustainability risks.

Investment monitoring market projected to grow from $1.68B to $2.7B by 2030, driven by AI adoption, cloud platforms, and real-time portfolio tracking capabilities.