10/31/2022
Minimizing The Cost Of Your Wealth Manager
Without question, most wealth managers strive to deliver substantial value to their clients. However, they are rarely inclined to negotiate their fees.
Wealth and Asset Management
10/31/2022
TD establishes a wealth management and insurance reporting segment
New alignment of segments reflects the growth and scale of businesses
10/31/2022
Morgan Stanley Investment Management Partners with Opportunity Finance Network on the Newly Launched Impact Class of Money Market Fund Shares
The Impact Classes are available to direct institutional investors in Morgan Stanley Institutional Liquidity Funds Government (IMPXX) and Prime (IMPTXX) portfolios.
10/31/2022
Oppenheimer & Co. Inc. Announces Recruitment of the Meridian Wealth Group to Private Client Division
Addition of Wealth Management Team Continues Ongoing Expansion of Firm's Nashville Office
10/31/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
10/28/2022
Women in Wealth Management Award Finalists Announced
Winners will be announced live at the Excell REPRESENT Women in Wealth Awards ceremony in Nashville on November 9.
10/28/2022
Macquarie Group announces $A2,305 million half-year profit
The strong result was primarily driven by positive performances from CGM’s businesses.
10/28/2022
RBC Wealth Management working to make financial services more inclusive, joins Financial Alliance for Racial Equity
As a member of FARE, RBC Wealth Management will focus on creating awareness of opportunities to attract and retain diverse talent to the financial services industry, increasing retention among early career professionals of color and helping mid- to late-c
10/28/2022
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Private Advisor Group has plans to continually evaluate and expand its available strategist solutions with a focus on providing a differentiated experience for both advisors and investors.
10/27/2022
Credit Suisse enters into a framework agreement to transfer a significant portion of its Securitized Products Group and other related financing businesses to Apollo and PIMCO
Credit Suisse’s Securitized Products Group is a full-service, vertically integrated credit solutions provider to a range of incumbent and emerging lenders across residential and commercial real estate, consumer and other asset classes.
10/27/2022
Adding the personal touch to wealth management
Clients and advisers are now easily accessible over video calls, and regular contacts can be more frequent
10/27/2022
Apollon Financial Launches to Provide Personalized Wealth Management Solutions
Managing Director of Apollon Financial, Brad Schaffnit, has spent two decades in financial services helping individuals, families and businesses manage their financial futures
10/27/2022
Unicorn Strategic Partners and iCapital® Partner to Provide LATAM Wealth Managers With Access to Institutional-Quality Alternative Investment Opportunities
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region
10/27/2022
Envestnet and FNZ team up
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/26/2022
How one international advisor found her home in the wealth space
Investment counsellor explains how growing up in two countries has shaped her career
10/26/2022
Arete Wealth Named One of Four RIAs to Watch by Trade Publication AdvisorHub
Arete Wealth's 'Ground-Breaking Offerings' in Alternative Investments 'Super-Charge Growth' and 'Distinguish it from Competitors'
10/26/2022
Asset managers stick to their guns on ESG
Political pressure has not deterred firms from pursuing sustainable investing
10/25/2022
Royal Bank of Canada plans push into UK commercial banking segment
RBC is claimed to be the largest bank in Canada in terms of market value.
10/25/2022
Looking for Yield? UBS’s Wealthy Clients Turn to Cash
While they’re not withdrawing completely from markets, the volatility has increased uncertainty.
10/25/2022
Marilyn Suey, Founder of The Diamond Group Wealth Advisors, Named 2022 Five Star Wealth Manager San Francisco/Bay Area-Based Wealth Management Firm
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.