01/12/2024
Oxford wealth management group named to Forbes 2024 ‘best of’ list
This is the second consecutive year it has been named to the distinguished list, which recognizes teams from national, regional and independent firms.
Wealth and Asset Management
01/12/2024
Morgan Stanley Wealth Management says stocks won't be able to match last year's dazzling rally in 2024
“When investors have such high expectations, there is very little margin for error.”
01/12/2024
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
01/12/2024
BlackRock's higher pay spending almost all down to severance
BlackRock announced 600 job cuts earlier this week.
01/11/2024
Waverly Advisors Acquires StrategIQ Financial Group
$1.5 Billion RIA partnership marks Waverly’s largest acquisition
01/11/2024
Northern Trust Asset Management plans hires for London push
The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.
01/10/2024
For Fifth Consecutive Year, Fifth Third Private Bank Recognized as Best Private Bank
The honors were announced by Global Finance for the 2024 World’s Best Private Bank Awards.
01/10/2024
Hightower Completes Strategic Investment in Capital Management Group of New York
This is Hightower’s first announced deal of 2024 after announcing 12 transactions in 2023.
01/10/2024
Raymond James CEO Paul Reilly’s Pay Nearly Doubles to $34.9 Million
The award can be clawed back if Reilly leaves before that time or under other circumstances, according to the filing.
01/09/2024
Morgan Stanley Woos Ex-First Republic Broker, Loses to UBS in California
Zappas had produced $2 million in annual revenue from $500 million in client assets when he left UBS for First Republic, which was acquired by JPMorgan in May.
01/09/2024
Impax to acquire fixed income assets and expand portfolio management team in agreement with Copenhagen-based Formuepleje
Impax has entered into an asset purchase agreement with the Formuepleje Group, an existing client and distribution partner of Impax, with respect to the acquisition.
01/09/2024
Fortitude Family Offices Announces Founder and Chief Executive Officer Matt Walker Has Been Named to the Five Star Wealth Manager's 2023 List
Annual award is given to wealth management professionals demonstrating a commitment to client services and strong industry credentials
01/08/2024
RBC nabs $610M team from Truist
The Cypress Group will operate out of RBC's office in Wilmington, North Carolina
01/05/2024
Seven Cambridge Advisors Split To Form Stonepath
The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.
01/05/2024
For one wealth practice, reimagining the workspace has done wonders
Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team
01/05/2024
Savant Moves into Florida with $440M FirstWave Financial
The deal with FirstWave represents Savant's 11th acquisition in the last year.
01/04/2024
Goldman Sachs Asset Management raises $650 million for life sciences fund
The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.
01/03/2024
Dakota Wealth Management Acquires C2C Wealth
Strategic acquisition adds a third Massachusetts office for the firm
01/03/2024
Mercer Advisors snaps up Transitions Wealth Management
Mercer Advisors has made a deal to snap up a US-based firm.
12/29/2023
Top 100 wealth management and other financial services firm visitors to TWM in 2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic