03/21/2024
The partnership will enable Keebeck to enhance the overall client experience and set new standards in wealth management by harnessing Qdeck's AI-driven technology, Qadvisor.
03/21/2024
Acquisitions remain a preferred strategy for asset managers
03/20/2024
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
03/19/2024
HSBC Global Private Banking moves overweight global equities
03/19/2024
The fund is set to close this year, said the person, who asked not to be identified as the details are private.
03/18/2024
Wealth Managers Bet on More Fuel For Private Credit
03/18/2024
The open-ended category 3 long-short Alternative Investment Fund (AIF) has no fixed tenure, and positions itself as a core portfolio holding.
03/18/2024
In an evolution of direct indexing, Neuberger Berman's Customize Direct Investing solution will be integrated into Key Wealth's Equity Strategies to help customize portfolios and manage tax impact for Key clients
03/18/2024
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/18/2024
Canadian wealth management assets of $91.9 billion, Canadian custody assets of $27.1 billion, and U.S. wealth management assets of $218.9 billion.
03/15/2024
This collaboration marks a leap forward in delivering next-gen wealth management technology solutions to banks and financial institutions across North America.
03/15/2024
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures
03/15/2024
This expansion highlights Carson Wealth's commitment to delivering exceptional wealth management services nationwide.
03/14/2024
The firm also has an office in Downtown Madison.
03/14/2024
With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.
03/14/2024
The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.
03/14/2024
US private markets firm has a near 50/50 split when it comes to fundraising from institutional and wealth clients.
03/14/2024
Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground
03/13/2024
Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow
03/12/2024
Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs