As the digital asset market matures, two powerful forces—comprehensive U.S. regulation and a pivot toward tokenized stable assets—are poised to redefine the trading landscape by 2026, potentially attracting a new wave of capital while curbing volatility.
LPL Financial Holdings Inc. (LPLA) reported robust fourth-quarter results, reaching a milestone $2.4 trillion in advisory and brokerage assets. Adjusted earnings per share grew 23%, driven by strategic execution and the integration of Commonwealth Financial.
The Cleveland-based RIA platform has appointed three senior executives as its assets under management soar, positioning the firm for its ambitious target of $20 billion by 2027.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
As BlackRock expands access to private assets for wealthy clients through a new partnership, a significant markdown in one of its private credit portfolios and a new executive incentive plan are drawing investor attention to the risks and opacity inherent in the booming alternatives space.
Franklin Resources (BEN) reported robust Q1 2026 results, highlighted by record long-term inflows of $118.6B and AUM reaching $1.68T. CEO Jenny Johnson emphasized strong demand for integrated public-private market solutions and personalized investment strategies amid ongoing market volatility.
A four-advisor team managing $1 billion in client assets has left Merrill Lynch to join Raymond James' employee channel, underscoring the intensifying competition for top wealth management talent.
Franklin Resources Inc. (NYSE: BEN) posted a robust fourth-quarter performance, with revenue soaring 38.3% year-over-year to $2.33 billion and adjusted EPS of $0.70, significantly exceeding analyst forecasts. The results were driven by positive net inflows across public and private markets.
The alternative investment giant reported its strongest annual results in four decades, fueled by a surge in fundraising to $240 billion. Executives pointed to early signs of a reopening in deal activity and IPO markets, setting the stage for increased asset sales in 2026.
Tree Accountancy strengthens its regional footprint by absorbing Pomegranate Consulting's UK portfolio and key staff, marking its second strategic acquisition in three years as it expands advisory services.
In a strategic push beyond traditional lending, Ares Management has seized operational control of a multi-club football group and orchestrated a $1.6 billion financing to create a new global personal care platform, Evermark. The moves signal the firm's aggressive expansion into high-profile, control-oriented credit opportunities.
Yemen's Houthi rebels have seized telecommunications equipment and vehicles from multiple UN offices in Sana'a, the United Nations reported Friday, marking a significant escalation in restrictions that threatens to cripple humanitarian operations in the war-torn country.
Facing pressure from both investors and regulators, banks and wealth managers are turning to pass-through voting mechanisms to reclaim shareholder influence and align stewardship with client values, even within passively managed funds.
The finalized merger between Cincinnati-based Fifth Third and Dallas's Comerica creates a banking giant with nearly $300 billion in assets, dramatically expanding its footprint in the nation's fastest-growing markets.
The probate process can drain an estate's assets and burden heirs for years. Financial and legal experts outline practical steps families can take now to ensure a smoother transfer of wealth.
The global investment manager reported robust growth in money market and equity strategies during its Q4 2025 earnings call, while detailing expansion into digital assets and the pending acquisition of real estate specialist FCP.
Avidbank Holdings (AVBH) reported robust loan and deposit growth alongside an expanding net interest margin for Q4 2025, while management detailed plans to address a recent uptick in non-performing assets linked to specific construction and sponsor finance loans.
WisdomTree reports record assets under management of $144.5 billion for 2025, driven by $8.5 billion in net inflows and strategic acquisitions. The firm forecasts continued margin expansion and highlights digital assets, European thematics, and private markets as key growth engines for the coming year.
Titan Wealth Holdings has agreed to acquire Plymouth's Sound Financial Management, a move set to add approximately £600m in advised assets and bolster the group's regional presence in England's growing southwest market.
Origin Bancorp (OBK) executives detailed strong profitability gains and a strategic hiring push, positioning the bank to capitalize on merger-driven market shifts and surpass $10 billion in assets.
