07/03/2024
Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards
Firm’s home-grown “Rise to Elite” program helps Financial Professionals grow their practice
Wealth and Asset Management
07/02/2024
Global Private Banking Market is Anticipated to Witness CAGR of 10.4% over the Forecast Period (2024 – 2034): A Report by The Niche Research
Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market
07/02/2024
Heather Krause named to the Forbes Top Women Wealth Advisors Best-In-State list
This is the second year in a row that she has been named to this list.
07/02/2024
Emerging markets are losing their attraction for family offices
Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks
07/02/2024
Wealth Enhancement Group Grows by Adding Starfox Financial Services, LLC, an Independent RIA with Over $254 Million in Client Assets
This partnership increases Wealth Enhancement Group's presence in the Lone Star State and brings the firm's total client assets to more than $85.3 billion.
07/02/2024
Citi’s Ivan Moiseeff joins $4.5 billion Miami shop
The top executive from Citi has joined Azura Partners as a partner in its Miami office, effective immediately Citywire Americas has learned.
07/01/2024
Survey details 'stark differences' between younger and older wealthy investors
Young, wealthy investors are increasingly skeptical that a traditional mix of stocks and bonds will generate above-average returns.
07/01/2024
BlackRock to Acquire Preqin, Leading Private Markets Data Solutions Provider
Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market
06/28/2024
HNW spending heralds a return to the Roaring 20s
Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports
06/28/2024
The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes
The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.
06/28/2024
Principal Puts Chile at the Heart of Its Wealth Management Strategy in Latam
This unit, explains Silva, is part of Principal AGF, which encompasses the asset management business in the Andean country.
06/27/2024
State Street Global Advisors and Galaxy Asset Management Join Forces to Introduce Investors to The Next Evolution of Digital Asset Investing
First-movers in asset management seek to serve the digital asset marketplace end-to-end.
06/27/2024
Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices
06/27/2024
BlackRock muscles into private assets market for wealth clients
BlackRock views the US wealth market as one of its biggest growth opportunities.
06/27/2024
How should I invest in tech?
We think the adoption of AI will unlock value across a number of sectors.
06/27/2024
Wealth Management Visionaries Jim Dickson and Mark Penske Launch Elevation Point
Mr. Dickson and Mr. Penske Join Forces in Forming New Venture, Executing on Vision to Build 'Path to Higher Ground' for Growth-Focused Advisors and Firms
06/27/2024
Mission Wealth Named a 2024 Inc. Best Workplace
Survey results showed that caring best describes Mission Wealth's work environment.
06/26/2024
Private Advisor Group Welcomes Delisanti Wealth Management
Private Advisor Group's multi-custodian offering was also a key factor in his decision to join.
06/26/2024
Stratos Wealth Partners Recognized as 2024 Top Workplace by The Plain Dealer
The annual Top Workplaces awards, produced by research and consulting firm Energage, are determined by feedback captured by an employee engagement survey.
06/26/2024
Wealth Management Powerhouse Americana Partners Launches International Division
Americana International to Provide Family Office Services to Ultra-High-Net-Worth in Latin America