02/10/2023
NYC Wealth Exodus Drives Billionaire’s Bet on South Florida Boom
Related Cos. is seeking opportunities for real estate projects outside of West Palm Beach and Miami, where the firm has already established a presence.
Wealth and Asset Management
02/10/2023
Bluespring Wealth Partners Expanded Its Roster with Nine New Firms in 2022
Outpacing its 2021 results with nearly $4 billion in new assets, the firm is positioned for rapid growth in 2023
02/09/2023
Wealth Enhancement Group Grows by Adding Washington Wealth Advisors, an Independent RIA with Over $273 Million in Client Assets
This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.8 Billion as East Coast Presence Grows
02/09/2023
UBS advisor team Montage Financial Group named to the Forbes Best-in-State Wealth Management Teams list
The Montage group is a specialized, experienced team that focuses on delivering insightful, tailored advice to guide generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges.
02/09/2023
Hightower Facilitates Strategic Merger Between TC Wealth Partners and EFG Advisors, Bringing their Combined AUM to More Than $2 Billion
Both firms are based in the Greater Chicago area and specialize in serving business owners
02/09/2023
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2023 Results
Excluding significant items, quarterly earnings per common share of $0.16 (1)
02/09/2023
Credit Suisse Group announces the acquisition of The Klein Group LLC
CS First Boston, with its differentiated proposition and partnership model, is expected to be more global and broader than existing investment-banking boutiques, more focused than bulge bracket players
02/09/2023
Mirador boosts RIA capabilities with Fusion Financial Partners purchase
The consolidated entity, which will function under the brand of Mirador, will have around 200 employees.
02/09/2023
Clarity Private Wealth Solutions Is Steward Partners' Fourth 2023 Transition
Nearly $700 million in assets added to Steward Partners network in 30 days
02/09/2023
Atria Wealth Solutions Adds Two Teams with Over $220 Million in Client Assets
Atria continues growth momentum by welcoming Cypress Private Wealth and Marshall Wealth Management Group to Cadaret Grant
02/08/2023
Investment Strategy
The positive trend observed in the last quarter of 2022 has persisted into the new year.
02/08/2023
Wealthtech partnership opens new engagement opportunities for advisors
Mackenzie Investments and CapIntel say new Link offering injects conviction and storytelling into the KYP experience
02/07/2023
Goldman Sachs Asset Management Completes Final Close of West Street Capital Partners l
One of the largest first-time Growth Equity fund in history
02/06/2023
RBC named Caribbean's best private bank
The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.
02/06/2023
Winning Advisory Clients From Major Institutional Brands
The advisors at major brands have institutional limitations enabling smaller high-quality advisory firms to consistently win clients away from them.
02/06/2023
Credit Suisse acquires luxury resort in Florida
The partnership aims to capitalize on the recovery in the US convention hotel market and the strength of the Florida economy.
02/03/2023
Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
02/02/2023
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
02/02/2023
The Case For More Expansive Wealth Management
This was not strictly about wealth management. The client was facing an emotional issue and was in an uncertain position where he needed help from someone he could trust.
02/02/2023
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion