06/21/2023
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
Wealth and Asset Management
06/21/2023
Waverly Advisors Acquires Silicon Hills Wealth Management
Waverly footprint extends into Southwest with newly acquired firm in Austin, Texas
06/21/2023
Wealth management firm NorthRock opens office in Deer District
NorthRock has worked with more than 60 athletes, mostly in the NBA and NFL, some NHL, players, coaches and executives.
06/20/2023
NewEdge Capital Group Leaders and Firms Named Finalists in Several Wealthmanagement.com Industry Awards Categories
CEOs Alex Goss of NewEdge Advisors and Rob Sechan of NewEdge Wealth Among Honorees
06/20/2023
How wealth tech improvements will enhance this advisor's personalized service
'We'll spend less time on administration and more helping them get where they want to be'
06/19/2023
BlackRock is shaping next-generation leadership and hunting for deals. Here's the latest news on the largest money manager.
Founder-led BlackRock is molding the next generation of management and seeking out deals.
06/16/2023
The Bahamas: A preeminent jurisdiction for your wealth management and structuring plans
The Bahamas is a sovereign archipelagic nation of 700 islands and cays located off the coast of Florida, US.
06/14/2023
Nancy Paquet to lead wealth management at National Bank
Plus other moves within the industry this week
06/14/2023
Macquarie Asset Management completes investment in Coastal Waste & Recycling
Coastal is one of the largest independent vertically integrated solid waste and recycling businesses in the Southeast.
06/14/2023
Ronin Wealth Management Joins Cetera Advisors
Team overseeing $75 million in assets under administration serves high-net-worth clients, joins from LPL
06/14/2023
‘Normality has changed’: Brown Shipley rethinks 2023 strategy in new economic paradigm
The investment house aims to enhance its risk-adjusted returns by remaining defensive.
06/13/2023
Northern Trust Named Best Digital Innovator, Best Private Bank for Digital Wealth Planning in North America from PWM
Financial Times Group Publication PWM Announces Wealth Tech Awards
06/12/2023
Financial Advisors at Cardinal Point Wealth Management Stress Urgency of Will & Estate Planning for Canadians with U.S. Beneficiaries
The government uses three main criteria to determine who is considered a U.S. person and who may be subject to these taxes.
06/09/2023
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial
06/09/2023
Can Goldman Sachs and Citigroup catch up on hiring advisors?
Both banks have recently signaled their interest in bolstering their wealth management operations, but they can't snap their fingers and conjure financial advisors from thin air.
06/09/2023
Wealth Management Platform Market is Projected to Surpass USD 10 Bn By 2032
These advancements have been assisting key players in revolutionizing new operating models to offer credits to several individuals and businesses.
06/07/2023
LTX by Broadridge Launches BondGPTSM Powered by OpenAI GPT-4
Generative AI application available to LTX clients immediately will enhance liquidity and price discovery and fuel trading in the $10.3 trillion U.S. corporate bond market
06/07/2023
Pershing X unveils wealth management platform
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/07/2023
UBS Financial Advisors in Southern California Named to the Forbes Best-in-State Wealth Advisors
The rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
06/07/2023
Citi CEO commits to China expansion, Beijing says
Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.