05/31/2023
Hightower Makes Strategic Investment in Vigilant Wealth Management
Hightower expands partnership footprint in the northeast
Wealth and Asset Management
05/31/2023
Credit Suisse Shares Breach NYSE Rules
Under the terms of the agreement, Credit Suisse shareholders will receive one UBS share for 22.48 shares.
05/31/2023
Mariner Wealth Advisors Acquires Financial Wellness Platform Spring
First Acquisition of its Kind for the Firm Will Support Employee Retention and Experience
05/30/2023
Canaccord Genuity Group Inc. announces completion of its acquisition of Mercer's Canadian Private Wealth Business
The former clients of Mercer Private Wealth will benefit from access to the extensive range of services offered by Canaccord Genuity Wealth Management in Canada, in addition to global research and expertise from across Canaccord Genuity Group.
05/30/2023
American Bank & Trust partners with Marstone to enhance wealth management offering
American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.
05/29/2023
How top banks like JPMorgan and Goldman Sachs train young wealth managers to work with ultra-rich clients
Insider spoke to 4 top banks about how they prepare bankers to work with their most prized clients.
05/26/2023
Three UBS advisors in Florida named to Forbes/SHOOK Top 250 Wealth Advisors list
The list was developed by SHOOK Research and is based on a variety of qualitative and quantitative factors, including in-person interviews, industry experience, compliance records, assets under management, and revenue.
05/26/2023
Four UBS wealth management advisors in Hawaii named to Forbes and Barron’s Top Advisor Lists
This acknowlegment recognizes their experience, professionalism and dedication to providing clients with high quality advice and service.
05/26/2023
JPMorgan pushes wealth management goals with private bank's Midwest and South regions
The New York-based banking giant announced plans Wednesday to set up Midwest and South divisions within its private bank's Central Region.
05/26/2023
Ten Capital reaches $1 billion in managed assets
New milestone coincides with Hightower strategic partnership
05/25/2023
J.P. Morgan Private Bank Introduces South and Midwest Regions
Accelerating business and advisor growth prompts addition of new leadership
05/25/2023
Amwell Ridge Wealth Management Affiliates with Bleakley Financial Group
Our partnership with Bleakley Financial Group will bolster our wealth management, financial planning, and investment operations.
05/25/2023
Apollon Wealth Management Expands Southern Footprint
The Catalyst Wealth Management team is led by Managing Partners Christopher D. Pullaro, CPA, CFP®, David Pierce, Dave Mirolli and Brian Pierce.
05/24/2023
ZEDRA Announces Close of Strategic Minority Investment from BCI
This investment, which was announced in March 2022, has been approved by all relevant authorities.
05/24/2023
First Republic Wealth Advisors Voted With Their Feet–And It Wasn’t For JPMorgan
But the failure of the California bank was a home run for Morgan Stanley.
05/24/2023
Apollon Wealth Management Expands Southern Footprint, Partnering with Atlanta-Based Catalyst Wealth Management
The new DBA, Catalyst Apollon, will be part of Apollon’s SEC-registered RIA firm.
05/24/2023
How Do Family Offices Sustain Generational Wealth?
According to the survey we conducted for our Global Family Office Compensation benchmarking report 2023 in collaboration with KPMG, 62% of Family Offices globally reported that the purpose of their Family Office is wealth preservation.
05/23/2023
JPMorgan sees wealth management 'acceleration' from First Republic deal
It also brought an additional $200 billion in client assets to the $4.3 trillion that JPMorgan oversees in its asset and wealth management division.
05/22/2023
How the president of Abbot Downing tried to save the Wells Fargo unit for the ultra-rich from being folded
Employees have since left in droves, many to work for Abbott Downing's ex-boss Jack Ginter.
05/22/2023
Wealth managers stay on private equity's radar; investments in AI trend higher
The Focus Financial transaction on its own should put private equity on track for another strong year of dealmaking in the wealth management sector.