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See all of wealthmanagement.com’s headline news. Compare how the top news stories are covered by left-wing and right-wing news sources.

In total, 425 have been published by wealthmanagement.com which Ground News has aggregated in the past 3 months.

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Top wealthmanagement.com News

The “Retail Revolution” Will Drive 50%+ of Private Market Flows by 2027 – State Street Private Markets Survey

The “Retail Revolution” Will Drive 50%+ of Private Market Flows by 2027 – State Street Private Markets Survey

State Street Corporation (NYSE: STT) today launched its global Private Markets Survey Report “The New Private Markets Advantage”. Among the key takeaways, In...See the Story

VanEck Launches First ETF Tracking Public Private Asset Managers

SEC · United States

VanEck Launches First ETF Tracking Public Private Asset Managers

VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.See the Story

What the CFPB Vacating the Open Banking Rule Means for Wealth Management

Innovation · United States

What the CFPB Vacating the Open Banking Rule Means for Wealth Management

CFPB petitions to vacate Section 1033 Open Banking Rule, potentially slowing innovation in wealth management and retirement sectors, affecting consumer choice.See the Story

Retail Investors to Drive Half of Private Market Fundraising by 2027

State Street survey reveals growing retail investor appetite for alternative assets, with private equity expected to benefit most from market democratization.Read Article

SEC Committee Recommends Reforms for RIA Mandatory Arbitration Clauses

The commission’s Investor Advisory Committee recommended the SEC amend its advisor rules on mandatory arbitration clauses, though it didn’t ban them outright, as some investor advocates hoped.SEC Read Article

Deals & Moves: Diversify Adds $450M RIA to Affiliate Model; Merit Acquires First Utah RIA

In this week's deals and moves, Steward opens an Arizona office with the acquisition of a $225M RIA; Mariner brings on a $1.4B firm with professional athlete clients; and $8B Perigon recruits an advisor from Merrill.Salt Lake City · Salt Lake City Read Article

FPA Survey Shows Alternative Investments Use Rise Among Financial Advisors

A survey from the Financial Planning Association and the Journal of Financial Planning shows a spike in advisors using alternative investments.Read Article

RIA Sellers Could Face as Much as 30% Variance on Offers

As the RIA M&A market evolves, market pricing is getting harder to set as valuations become more “nuanced,” according to a panel at this year’s BNY Pershing INSITE conference.Read Article

Skeptic Challenges Alternative Investments Golden Age Claims

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.Wall Street Read Article

Managing Art and Tangible Assets in Estate Administration

Key steps for executors handling art and tangible property in estates, from initial inventory to valuation and disposition strategies.Property Read Article

CAPTRUST Welcomes Michael Wunderli as Head of M&A - PressReach

RALEIGH, N.C., June 4, 2025 /PRNewswire/ — CAPTRUST Financial Advisors (CAPTRUST) today announced the appointment of Mike Wunderli as head of mergers and acquisitions (M&A). Wunderli will lead the firm’s strategic inorganic growth initiatives, using his broad view of the marketplace to identify firms that align with the CAPTRUST vision—those that are client-focused, growth-driven, and mission-aligned. “The industry is at an inflection point,” s…Raleigh, North Carolina · Raleigh See the Story

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