11/11/2022
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
New Service Helps Wealth Managers Address Investors' Increasing Portfolio Complexity
Wealth and Asset Management
11/11/2022
Scotia Wealth Management recognized with industry leading awards from Global Finance and PWM/The Banker Global Private Banking Awards
These prestigious awards honour private banks and wealth management firms that operate globally and are evaluated on detailed performance-based indicators.
11/11/2022
UBS Advisor Jonathan Beukelman Named to the Forbes/SHOOK Top 250 Wealth Advisors List
This is the seventh consecutive year that Jonathan has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list, and in the past has also been named to the Barron’s Top 1,200 Financial Advisors list among others.
11/11/2022
Brookfield Has $125 Billion to Invest as CEO Sees Recession
Brookfield has launched fundraising for an opportunistic credit fund that it expects to be more than $16 billion, according to a letter to shareholders from Chief Executive Officer Bruce Flatt on Thursday.
11/11/2022
Miami represents huge opportunity for our US business – Johan van Niekerk
Stonehage Fleming brings decades of experience in working with ultra-high net worth families with complex intergenerational and cross-jurisdictional needs.
11/10/2022
Goldman Sachs Asset Management Partners With Kyriba
The new arrangement will create an end-to-end workflow for investing in money market funds, introducing on-demand connectivity to third-party banking and fintech services.
11/10/2022
Manulife core profit hit by declines in wealth & asset management unit
A soaring inflation has ravaged the Canadian economy which despite slowing to 6.9% from a peak of 8.1% remains way above the 2% target.
11/10/2022
Seventy2 Capital Wealth Management named in 2022 Forbes Top Wealth Management Teams
The Forbes Top Wealth Management Teams list considers several criteria, including service models, investing process, team construct, skill sets, revenue trends, assets under management, and compliance records.
11/10/2022
Morningstar Introduces Industry's First Global Unicorn Index Series
Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more.
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.
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.