The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."

The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last quarter.

Net income in the firm's U.S. wealth business revives following losses related to its City National subsidiary a year ago.

Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue rose by double digits.

New CEO Rich Steinmeier depicted a firm that's conducting business as usual despite the turmoil in its upper ranks earlier in the month.

Swiss bank UBS reported a jump in wealth management revenues in the third quarter as profits soared higher than analysts expected. Still, CEO Sergio Ermotti warned of an economic soft landing and uncertainties in the U.S. presidential election.

Adjusted operating net revenues within the Minneapolis-based firm's advice and wealth management segment grew 14% to $2.7 billion in the third quarter compared to a year ago.