09/21/2021
Colorado-Based Team Joins the Dynasty Network
Advisors Previously Managed $1.75 Billion in Client Assets
Wealth and Asset Management
09/21/2021
Bordeaux Wealth Advisors CEO Named to Barron’s List of Top 100 Independent Advisors
West Coast wealth management firm CEO recognized for the 12th year
09/21/2021
CAIS Wins 2021 WealthManagement.com Industry Award
CAIS recognized as the leading marketplace where advisors and asset managers engage and transact at scale
09/20/2021
MAI Capital Management Acquires Asset Manager
The acquisition extends MAI’s footprint to the Greater Baltimore region and strengthens MAI’s presence in the mid-Atlantic region.
09/20/2021
UK family office to merge with $20bn US advice firm
Michael Tiedemann will serve as Alvarium Tiedemann’s Chief Executive Officer. Alexander de Meyer will chair the firm’s executive committee which includes industry-leading professionals who have a breadth and depth of global expertise and exper
09/17/2021
Invesco in talks to merge with State Street's asset-management business - WSJ
Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.
09/17/2021
Goldman arm offers latest route into private equity investing
Petershill Partners announces plans for initial public offering
09/16/2021
The Ultra-Wealthy Say Their Money Is Essential To Fighting Climate Change
The ultra-wealthy feel the—and their money—can help fight climate change, according to a new survey.
09/16/2021
JTC Acquires US Fund Services Business
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/15/2021
NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
Adhesion Wealth Takes Home Industry Award for Model Marketplaces
Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges.
09/15/2021
Pictet's thematic private equity fund draws $350m
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
09/15/2021
Shift from third-party products not “dramatic” says TD wealth head
TD is one of several banks that is focusing on its own products and ending third-party offerings
09/14/2021
Shoreline Wealth Management Launches
They are joined by office support staff member Brittany Forte.
09/14/2021
Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office
Winners were selected from more than 900 entries received from more than 340 companies.
09/14/2021
J.P. Morgan Wealth Management Eliminates Upfront Fee on 529 Plans
Industry-leading commitment makes education investing more accessible
09/14/2021
Hunt for small asset management deals hottest since 2007
Groups eschew big complicated acquisitions that come with integration problems and risks
09/14/2021
Investors turn bearish on global economy though positioning upbeat - BofA survey
Rare disconnect between asset prices, fundamentals
09/14/2021
CI Financial aquires Silicon Valley wealth management firm
It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.
09/14/2021
Morgan Stanley at Work and Empower Retirement Join Forces
The Empower partnership will expand Morgan Stanley at Work’s ability to serve advisor-sold plans under $50 million in assets with comprehensive retirement solutions to attract and retain talent.