08/03/2023
Mercer Advisors Acquires Steward Wealth Management, LLC
The union expands Mercer Advisors' Texas Presence and deepens advisory talent providing tax and estate planning guidance
Wealth and Asset Management
08/03/2023
Focus Financial Partners Reports Second Quarter 2023 Results
These revenues typically consist of family office type services, tax advice and fixed fees for investment advice, primarily for high and ultra-high net worth clients.
08/02/2023
Quantum Private Wealth expands presence with Tampa office
The new office in the heart of Tampa within the iconic Rivergate Tower will serve as Quantum's headquarters.
08/02/2023
Rothschild Completes Merger with Sentinus
Top RIAs Bring Entrepreneurial, Client-Oriented Approach to Wealth Management
08/02/2023
Mission Wealth Announces Merger with BHJ Wealth Advisors
By joining forces with BHJ Wealth Advisors, Mission Wealth fortifies its ability to provide exceptional client service in Washington
08/01/2023
Mercer Advisors snaps up Private Asset Management
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).
08/01/2023
Prospera Financial Welcomes Three Wealth Management Firms
Southwest, East Coast and Mountain West Firms Expand Prospera's National Footprint
07/31/2023
Sanctuary Signs UBS Father-Son Duo with $600 Million Book
The two had been contemplating a move for several years and met with Sanctuary for the first time two years ago
07/31/2023
Sanctuary Wealth Welcomes Glomb Private Wealth from UBS as the Latest Wirehouse Team to Join the Firm
$600 million Silicon Valley Firm, Founded by the Father-Son Team Chris and Michael Glomb, Look to Expand its Successful Business
07/28/2023
Goldman Sachs Asset Management launches corporate impact and green bond funds
Boost sustainability for fixed income investors
07/27/2023
Pioneer Bancorp : Expands Wealth Management Division, Exceeds $1 Billion in Assets Under Management, With Acquisition of Hudson Financial LLC - Form 8-K
This acquisition further accelerates the rapid growth of Pioneer Wealth Management, with assets under management rising sharply from $30 million in 2015 to now exceed $1 billion.
07/27/2023
Stifel's wealth management breaks records even as overall earnings decline
That brought its net income available to shareholders to $125.03 million, a 17.5% decrease from last year.
07/27/2023
Santander sharpens $300bn wealth unit’s focus on UHNW and LatAm clients
The firm's global head of wealth management, Victor Matarranz, spoke to Citywire about how alternatives are key to their UHNW strategy along with boosting its Latin America advisor desks.
07/27/2023
J.P. Morgan Private Bank announces new U.S. Family Office Practice
The U.S. Family Office Practice will be led by William Sinclair, a 17-year veteran of J.P. Morgan and a member of the U.S. Private Bank Operating Committee.
07/27/2023
Family Offices Are Patiently Watching These Asset Classes for Opportunities
Real estate and private debt are among the investments these asset owners are eyeing.
07/27/2023
Steward Partners Welcomes Vantage Point Private Wealth
Former Merrill Lynch team with $450 Million has offices in California and Wisconsin
07/26/2023
Pension funds, other institutional investors and wealth managers plan to boost crypto investments
Nearly nine out of 10 (87%) believe investment opportunities in the sector are attractive on a 12-month view with 39% saying investment opportunities are very attractive.
07/25/2023
How UBS Goes Fishing for Big Game
In addition to the growth market of Asia, UBS is currently focusing on its business with wealthy US private clients.
07/25/2023
Baltimore wealth management firm expands to Florida with acquisition
The Vantage team will now operate under the Verdence brand, the release states
07/24/2023
Flagstar Bank, expands private banking business with the addition of six teams formerly with First Republic Bank
These six teams are regarded as among some of the best in the industry.