11/10/2022
Wells Fargo Draws $2.6B Advisor Team from UBS
Brothers Andrew Perry and Todd Perry and several colleagues joined Wells Fargo in New Jersey.
Wealth and Asset Management
11/10/2022
Multiple Richardson Wealth Advisors Named to Best in Province List
In partnership with SHOOK Research, this new list identifies the most effective and successful financial advisors in each province.
11/09/2022
Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners Firm sought partner to invest in and amplify growth trajectory
Additionally, the partnership deepens the investment in the future of WealthPartners’ leadership development while supporting recruitment and training of new talent to serve clients and aid growth.
11/08/2022
UBS Expands Into ‘Brazilian Texas’ to Reach Newly Minted Millionaires
Another will open this month in Recife
11/08/2022
Nicola Wealth Announces Acquisition of Levine Financial Group
Nicola Wealth continues its strategic growth plan in Ontario with the expansion of its insurance division
11/08/2022
TruClarity Guides Gutierrez Wealth Advisory To Successful Launch In Little Rock
Empowered by comprehensive transition planning and support from TruClarity, Gutierrez Wealth Advisory forms an independent practice serving affluent families and individuals and consulting on retirement plans.
11/08/2022
Philanthropy is facing a ‘triple squeeze’ and digital assets can help - Citi
Looking into 2023, Citi’s report gives insight into how philanthropy should be adapted for charities to continue supporting their beneficiaries.
11/07/2022
TCFD: Helping the Wealth Industry Make its Mark on Climate Change
This historic comparison data will add further to the complexity of the 100 plus data points in the Investment Association TCFD report template.
11/07/2022
UBS Follows Wealthy Clients to ESG-Hostile Territory
This comes after the bank backtracked on its US digitization push after the planned takeover of robo-advisor Wealthfront came to nothing earlier this year.
11/07/2022
Sanctuary Wealth Adds 18Forty8 Private Wealth to Constantly Growing Platform
$400 Million Wisconsin team helps NFL players and coaches score financially
11/07/2022
Counting US mid-term votes, bracing for recession
The world is watching the US economy as its monetary policy evolves to reflect slowing inflation, and braces for an expected recession in 2023.
11/07/2022
UBS plans management shakeup in US wealth arm to boost market share
The unit will also consolidate its footprint in conventional wealth hubs like New York.
11/07/2022
Five Star Wealth Manager Award goes to Gulfside Wealth director
Motzenbecker is a Certified Financial Planner practitioner, Chartered Market Technician and Certified Private Wealth Advisor professional.
11/07/2022
Doylestown Financial Advisor Acquired by Illnois-Based Wealth Management Firm
“This is an exciting time for Savant,” said Brodeski.
11/04/2022
Choreo Announces Acquisition of Enso Wealth Management
California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm's West Coast Footprint
11/04/2022
Fifth Third Bank Launches Fifth Third Wealth Advisors®
Registered Investment Advisor Targets Seasoned, Client-Centered Advisor Teams with Books of Business that Exceed $1B
11/04/2022
Wealthy families are migrating to the U.S. South and UBS is following them
The new structure for the world's largest wealth manager signals a big push into the southern United States alongside competitors such as Merrill Lynch Wealth Management, which has boosted its presence in Florida.
11/04/2022
BNY Mellon Investment Management Launches Active Global Infrastructure Income ETF Sub-Advised by Newton Investment Management
The BNY Mellon Global Infrastructure Income ETF provides exposure to infrastructure asset classes while seeking an annualized gross forward-looking 12-month yield of 6% or more for its portfolio
11/04/2022
Northern Trust Named Best Private Bank in U.S., Best Bank Globally for Family Offices and Best for Innovation
In addition to the “Best Private Bank in the U.S.” award and “Best Private Bank for Innovation,” Northern Trust was recognized for its Global Family and Private Investment Offices (GFO).
11/04/2022
How Family Offices Can Adapt to Shifting Client Priorities
Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.