11/24/2021
Merger of Cerity Partners and Bingham, Osborn & Scarborough
Creates $40 Billion Wealth Management Firm
Wealth and Asset Management
11/23/2021
UBS will find plentiful opportunities in US digital wealth management push
Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.
11/23/2021
Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean
Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices
11/23/2021
The Colony Group Announces Fifth Strategic Transaction of 2021
Derby and Company to Join Colony in Further Expansion Across New England
11/22/2021
How Nicola Wealth exploded on to the Ontario scene
Firm has experienced huge growth in the pandemic and is poised to launch more in 2022
11/19/2021
UBS Adjusts Advisor Compensation Plan to Reward Teams, Encourage Loyalty
UBS’s updated compensation grid incorporates just two factors: advisors’ trailing-12-month revenue production and their length of service at UBS.
11/19/2021
Benjamin F. Edwards Partners with RBS Wealth Management
The full-service wealth management firm has a distinguished legacy spanning over 135 years and five generations.
11/19/2021
Two UBS advisors in Greater Florida named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list
The women advisors named to the list all have a child aged 21 or younger still living at home.
11/19/2021
Fiduciary Trust appoints MD
Firm Continues Nationwide Growth with Plans to Build a Southeastern Hub to Complement the Strength of Teams in Florida and Washington, DC
11/19/2021
Warren Averett Asset Management inks Strategic Partnership
The management team of WAAM will remain meaningful shareholders as part of this transaction and the parent company, Warren Averett CPAs & Advisors, will retain a minority stake.
11/19/2021
Wipfli Financial Advisors acquires Redwood Wealth Management
Redwood expands Wipfli Financial's presence into the southeast U.S. while also bolstering the firm's team of experienced professionals.
11/18/2021
Broadridge's SRD II Solution Wins Industry Recognition as Asset Servicing Regulatory Solution of the Year
Global Proxy Voting and Shareholder Disclosure Solution Win Prestigious Asset Servicing Times Award
11/18/2021
Scotia Global Asset Management honoured to receive 13 individual awards across 9 categories at the 2021 Refinitiv Lipper Fund Awards
These awards are granted to investment solutions "that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
11/18/2021
BMO Global Asset Management Honoured at 2021 Canada Refinitiv Lipper Fund Awards
Recognized in categories including Canadian equity, fixed income and financial services
11/18/2021
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape
11/17/2021
Inflation Alert - FED Behind the Curve
The pressure for a rate increase is evident from the US bond market re-pricing the implied level of inflation 21bps higher on the week at 3.11%
11/17/2021
Two Practices Managing More than $500 Million Join Cetera
Strutzel Family Wealth Management and Martingale Investment Group affiliate with Cetera through Summit Financial Networks, driving record year for recruiting
11/17/2021
Hightower Honored on Inc. Magazine's Inaugural List of America's 250 Best-Led Companies
Selected from a pool of more than 10,000 companies, Hightower is recognized for excellence in performance, value creation, market penetration, customer engagement, talent and leadership
11/17/2021
Stagflation risk: A comparison to the 1970s
Data from the US Bureau of Labor Statistics, available since 1983, show the share of workers that are either members of or are represented by unions has halved in the last 40 years.
11/16/2021
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast