07/01/2025
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.
07/01/2025
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.
07/01/2025
The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.
07/01/2025
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
07/01/2025
In contrast, the Asia-Pacific (APAC) region and the one comprising Europe, the Middle East, and Africa (EMEA) lagged behind, with growth rates below 3% and 0.5%, respectively.
07/01/2025
This achievement underscores strong momentum and growing demand from both advisors and clients.
07/01/2025
Apella, an employee-owned and managed firm, has grown steadily through many partnerships
06/30/2025
The group brings an extensive track record supporting high- and ultra-high-net-worth clients through all stages of their financial lives, from managing investments to strategic planning for future generations.
06/30/2025
Citizens first expanded into the Northeast in 2022
06/30/2025
Since its inception in 2017, Crain’s Notables has bestowed distinction upon the region’s most influential and accomplished leaders
06/27/2025
Private investment firms of wealthy families are investing more in alternatives, according to a new BlackRock survey.
06/27/2025
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/27/2025
Merger Expands Planning Capabilities While Preserving Personalized, Boutique-Level Service
06/26/2025
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/26/2025
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.
06/26/2025
Raymond James will implement FNZ's integrated wealth management platform to bring AI and digital tools to its operations.
06/26/2025
On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.
06/26/2025
The complete Iron Horse team will join Apella, with founder and president Dennis Markway becoming regional director
06/25/2025
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation