01/25/2023
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
01/25/2023
These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition
01/25/2023
Despite a difficult market, Seventy2 Capital had a strong year.
01/24/2023
The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.
01/24/2023
Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.
01/23/2023
All CIFM employees will also eventually relocate to join J.P. Morgan at Shanghai Tower, an iconic building in the Lujiazui Financial Zone in Pudong District, the center of Shanghai's financial industry.
01/23/2023
Goldman had a dismal fourth quarter, missing Wall Street profit targets by a wide margin.
01/23/2023
New brand update communicates a differentiated offering, the value of fiduciary advice, and the continued evolution of Mercer Advisors as a National RIA firm
01/23/2023
Even then, the wealthy will be relying on various private wealth professionals for the implementation of wealth management solutions. Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors
01/20/2023
The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
01/20/2023
In conjunction with continued strong, organic growth, this partnership aims to accelerate IEQ's quest to transform traditional wealth management through a differentiated investment platform, idea-origination, and the ability to connect, communicate a
01/20/2023
Longest-serving boss of Wall Street bank earned $34.5mn for 2022
01/19/2023
Ralph Hamers told Bloomberg that the company is “not in retrenchment mode.”
01/19/2023
The slight reversal of a years-long trend toward shrinking headcounts highlighted a very profitable year for the company's wealth arm, which is benefiting from rising interest rates.
01/19/2023
Despite reductions in revenues overall, the bank also reported positive earnings in fixed income, with revenues up 15% to $1.4 billion in Q4 compared with 2021.
01/19/2023
Carving out our wealth business in this manner ensures we maintain a laser focus on these clients
01/18/2023
The ranking was compiled by SHOOK Research.
01/18/2023
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.