05/07/2021
Key Private Bank Wins 'Best Regional Private Bank' At The 2021 Family Wealth Report Awards
The FWR Awards showcases high-performing providers in global private banking, wealth management and advisor communities.
Wealth and Asset Management
05/06/2021
Walter Global Asset Management and W Investments Group partner with Michael Grondin and his team to launch ‘Samara’ multi-family office
Samara will carry a family focus extending beyond investment management by achieving cohesion and prosperity objectives across generations,” said Grondin, who himself comes from a family of entrepreneurs.
05/06/2021
Wellington-Altus Private Wealth
This revolutionary firm is changing how Canadians manage their money
05/06/2021
Totus Wealth Management Launches with Cetera
Texas-based team supports $2.4 Billion in Assets
05/06/2021
Pence Wealth Management Announces Firm Named One Of Country's Top Private Wealth Management Teams By Barron's
This is the latest in a long line of accolades for the firm in recent months.
05/06/2021
InReach Wealth Advisors Earns Ameriprise Client Experience Award
As a private wealth advisory practice, InReach Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients.
05/06/2021
Employees Are More Likely To Pretend They’re Working When Employers Track Their Productivity: Here’s Why
“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”
05/06/2021
J.P. Morgan and Nationwide Launch First Professionally Managed Annuity
Exclusive Annuity Provides Clients with Professional Guidance and a Tax-Efficient Investing Option
05/06/2021
Two UBS Advisors Named to Barron’s Top 1,200 Financial Advisor List
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.
05/06/2021
Boston Private Financial : Wins 2021 Family Wealth Report Award - Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership
Additionally, the winning firms demonstrated resilience and remarkable customer care during the unprecedented events of 2020.
05/06/2021
Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
Northern Trust Launches Omnium Event Manager Platform
New tool streamlines corporate action and dividend event workflows for middle-office outsourcing
05/05/2021
How Family Offices Can Strengthen Next Gen Relationships
Communication, education, fostering positive family dynamics, and an early start are key.
05/05/2021
The world’s top 10 wealth management firms by AUM
Who has the most client money? We run down the largest companies by assets under management
05/05/2021
Jones Fiduciary Wealth Management opens its doors
This includes charging unnecessary fees, investing client money in ways that benefit the firm and not the investor, and putting sales ahead of client service.
05/04/2021
Argentina Wealth Tax Fought by the Rich Raises $2.4 Billion
The government expects to use the proceeds for pandemic spending including health policies, small business subsidies, scholarships and housing projects.
05/04/2021
Capital City Bank Group, Inc. Acquires Strategic Wealth Group, LLC
Capital City Strategic Wealth will be led by William L. Moor, Jr., the current president of Capital City Investments and Capital City Trust Company.
05/04/2021
Wealthsimple raises C$750m in one of the biggest Canadian tech investment rounds ever
Other investors in the round include DST Global, Iconiq, Dragoneer, TCV, Sagard, Allianz X, Base 10 and Redpoint among many others.
05/04/2021
Upending a Century of Wealth Planning
While the rules for step-up in basis at death and carryover basis for gifts have remained largely the same for almost a century, historical context can offer additional insight into the proposed STEP Act.
05/03/2021
Why it makes sense to outsource client reporting operations
One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.