08/22/2023
Goldman considers sale of mass market wealth management business
Goldman has been retreating from the consumer market
Wealth and Asset Management
08/21/2023
RBC snags giant $5.5 billion team from UBS in Atlanta
The ESOP Group, founded in 1989, specializes in working with business owners on the sale of their businesses.
08/21/2023
Latimer Wealth Management Joins Steward Partners
Former Merrill Team Launches Steward Partners' Second Location in Florida, with Plans for Expansion
08/21/2023
Goldman Sachs Weighs Sale for Part of Its Wealth Business
The purchase aimed to broaden Goldman's client list beyond the ultra-rich, but the unit has remained a small part of the bank's wealth business.
08/21/2023
LPL Financial Welcomes Watermark Wealth Management
The team has grown over the years to now include 16 advisors and 12 support staff members, all with a passion for helping others improve and maintain their financial achievements.
08/21/2023
Wealth and asset firms expect US recession, weakened industry growth
Dual-industry surveys reveal some big challenges ahead.
08/18/2023
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
SEI to Power Continued Business Transformation for Community Bank
08/18/2023
UBS Welcomes Clients to New Philadelphia Office
David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market
08/17/2023
Exciting times for Canada's wealth technology space
New president of Broadridge Canada speaks out on growing AI opportunity, risk of 'spaghettification' in wealth tech, and more
08/16/2023
Forbes Names Micah Kelley A Top Next-Generation Wealth Advisor In 2023
The Kelley Financial Group is excited to announce that Forbes named Micah Kelley a Top Next-Gen Wealth Advisor for 2023.
08/15/2023
Sequoia Financial Group to Acquire Affinia Financial Group
Upon completion of the transaction, Affinia's clients will have access to a broader range of investment opportunities
08/11/2023
Brown Shipley hands court of protection business to Charles Stanley
The firm’s three-strong CoP team heads over to Charles Stanley amid a wider reorganisation.
08/11/2023
The Disappearing Credit Suisse Trademark
The process has already begun.
08/11/2023
Sustainable investing with Hamilton Reserve Bank
One of the issues that private banks face today is the requirement for customisation when incorporating sustainability into their business strategies.
08/10/2023
CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital
CI continues to expand and enhance its services for affluent investors
08/10/2023
America's Top Next-Gen Wealth Advisors
This well regarded group currently manages in excess of $457 billion in assets.
08/10/2023
Why wealth deposits remain a sore spot for banks
Bank customers with excess cash are increasingly choosing money-market funds and Treasury bills over traditional wealth accounts.
08/09/2023
Equilibrium Wealth Management Expands Capabilities Through Alliance With John K Consulting, LLC
Equilibrium Wealth Management and John K Consulting, LLC Join Forces to Redefine Retirement Planning
08/08/2023
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients
08/04/2023
Canaccord capital markets revenue slumps but wealth unit is a bright spot
The firm will take a restructuring charge amid challenging times for revenue generation