12/05/2023
Former Boston Private President Launches PUREfi Wealth
Paul Simons created his new RIA on the Dynasty Financial Partners platform.
Wealth and Asset Management
12/04/2023
Navigating the intergenerational wealth shift with adaptive technology
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.
12/04/2023
GDS Wealth Management Named One of D Magazine's Top Wealth Managers
GDS Wealth Management was recognized in both the best financial planners and top wealth managers categories.
12/04/2023
After awards recognition, Advisor allows herself to be vulnerable
Advisor details how 5-year journey involved reassessment and reflection, outlines how a more vulnerable approach can help advisors win
12/01/2023
Scotia Wealth Management honoured to receive six awards from Global Finance and PWM/The Banker Global Private Banking Awards
"These awards reaffirm our strategy to support our clients with financial solutions that span the full suite of services from Scotiabank."
12/01/2023
GDS Wealth Management Named One of D Magazine's Top Wealth Managers
D Magazine created a two-page spread highlighting GDS Wealth Management's history and accomplishments in recognition of their achievement as a top wealth manager.
12/01/2023
Raymond James nabs California advisor from Morgan Stanley
Raymond James’ overarching culture of prioritizing clients’ interests was a compelling draw for our team
12/01/2023
BMO misses expectations on costs tied to Bank of the West
Wealth-management income slumps 12%
11/30/2023
Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List
The team provides personalized financial advice and wealth management services to ultra-high net worth and high net worth individuals, families and business owners.
11/30/2023
CIBC Mellon Enhances Mackenzie Investments' Asset Management Capabilities
Advances Mackenzie Investments' ongoing digital transformation with a leading-edge technology middle-office solution from BNY Mellon
11/30/2023
‘Disruptive’ tech, Asian markets and US equities to create opportunity for UHNWs in 2024, says HSBC Global Private Banking
Wealthy investors can cope with increased global volatility through careful strategic decisions, HSBC’s Willem Sels tells Spear's
11/30/2023
J.P. Morgan Private Bank: global family office ecosystem puts it in prime position to meet the needs of UHNW clients
Hong Kong has the highest ultra-high-net-worth (UHNW) population in the world, with more than 15,200 individuals, Altrata’s “World Ultra Wealth Report 2022” shows.
11/29/2023
DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector
DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.
11/29/2023
Goldman Sachs to accelerate Japan push, wealth management head says
Marc Nachmann sees investment banking connections opening doors to unique deals
11/28/2023
Customer churn: “AI brings advisors to cases that would otherwise go undetected”
Companies in all industries are exploring how they can reorganize their business using AI.
11/28/2023
Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager
The finalists are selected based on several criteria, including whether planners maintain a strict fiduciary duty to their clients in wealth management and investment advisory services.
11/28/2023
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
11/24/2023
The Disconnect on Alts Between Asset Managers and Financial Advisors Persists
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/23/2023
Wealth managers help clients reach financial goals
Situational awareness said to be important attribute for adviser
11/23/2023
LatAm advisors join forces to launch investment consultancy for wealth managers
Paula Bujia and Guillermo Davies have teamed up to launch Buda Partners.