01/23/2023
Even then, the wealthy will be relying on various private wealth professionals for the implementation of wealth management solutions. Another consideration is that it is very likely that many of the wealthy who choose to rely on wealth tech sans advisors
01/20/2023
The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
01/20/2023
In conjunction with continued strong, organic growth, this partnership aims to accelerate IEQ's quest to transform traditional wealth management through a differentiated investment platform, idea-origination, and the ability to connect, communicate a
01/20/2023
Longest-serving boss of Wall Street bank earned $34.5mn for 2022
01/19/2023
Ralph Hamers told Bloomberg that the company is “not in retrenchment mode.”
01/19/2023
The slight reversal of a years-long trend toward shrinking headcounts highlighted a very profitable year for the company's wealth arm, which is benefiting from rising interest rates.
01/19/2023
Despite reductions in revenues overall, the bank also reported positive earnings in fixed income, with revenues up 15% to $1.4 billion in Q4 compared with 2021.
01/19/2023
Carving out our wealth business in this manner ensures we maintain a laser focus on these clients
01/18/2023
The ranking was compiled by SHOOK Research.
01/18/2023
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.
01/17/2023
In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.
01/16/2023
Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.
01/16/2023
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
01/16/2023
The bank's wealth management team expect the benchmark S&P 500 to end 2023 at between 4,200 and 4,300 points, up to 12% higher than its 2022 year-end level
01/13/2023
Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.
01/13/2023
Forbes Best-in-State Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, and assets under
01/13/2023
The move toward alternatives picked up pace in the aftermath of the 2008–09 Global Financial Crisis, which saw extreme market volatility.
01/13/2023
With his triad of knowledge in real estate, accounting, and finance, Brian stands out from most financial advisors.