03/15/2022
Logicly Announces No-Cost Subscription Tier for Financial Advisors
With our no-charge BASE tier, we empower our users with better data and analytics which means they can do better for their clients.
Wealth and Asset Management
03/15/2022
Barron's Lists Michael Miller, President of Wellesley Asset Management, As One of America's Top 1,200 Financial Advisors
Rankings Based on Assets under Management, Revenue Generated by Advisors for Their Firms, and the Quality of the Advisors' Practices
03/15/2022
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
03/14/2022
IG Wealth Management announces product changes
Proposed changes aimed to improve performance and provide more value to customers
03/11/2022
Fidelity's Johnson family is now worth $48 billion after the investing firm bet on retail traders flooding the market last year
In an email to Insider, a representative noted that the company's 2021 financial results "show continued record growth across customers, assets, and engagement."
03/11/2022
Transforming the Wealth Management Industry: Interview with Marco Bizzozero, Head of International, iCapital
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
Personalization: An Imperative With Ultra High Net Worth Clients
Technology should integrate these preferences plus risk capacity, assuring proper wealth preservation.
03/10/2022
Citi Paraguay Recognized for Private Banking and Wealth Management Services
The results of the Euromoney survey of 2,000 global wealth management experts represent a qualitative ranking of private banking providers by region and area of service.
03/10/2022
ZEDRA Enhances its US presence with the Acquisition
The announcement boosts ZEDRA’s Global Expansion and Corporate Service offering in the US, a core market for the firm, and enhances the company’s geographical presence.
03/10/2022
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/09/2022
Why female clients are ‘underserved’ by wealth management firms
Female clients are currently the most underserved group of wealth management clients.
03/09/2022
$75bn and growing: Inside Bradesco’s global private banking restructure
‘We had a record entry of new family groups, it was the year we grew the most. And that came from hiring and grassroots growth,’ said Miranda.
03/09/2022
Five UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times.
03/08/2022
Destiny Family Office Named 2022 Family Wealth Report Awards Finalist
Prestigious Annual Award Recognizes Innovation and Other Attributes
03/08/2022
Schroders celebrates International Women’s Day 2022 #BreakTheBias
Schroders is today celebrating International Women’s Day 2022 with #BreakTheBias.
03/08/2022
Steward Partners Global Advisory Welcomes Ramapo Wealth Advisors
"My partners and I decided to form an independent firm because this business model allows us to do so much more for our clients. We spent a couple of years on our due diligence before we chose to join Steward Partners,"
03/07/2022
Citi aims to hire up to 3,000 wealth advisors over five years
Jim O'Donnell, the head of Citi Global Wealth Management, said the group is planning to significantly increase its number of client advisors over the next five years.
03/07/2022
Fairfax Weighs Selling Stake in IIFL Wealth Management
Other major shareholders including General Atlantic could also consider joining Fairfax in selling their own stakes, the people said.
03/04/2022
Crescent Bay Advisors Strengthens Comprehensive Planning for High-Net-Worth Families with Merchant Partnership
CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations