08/30/2022
Leo Wealth Opens Tokyo Office for US Tax Services
The new office will specifically focus on US income tax preparation and planning, tax compliance, and cross-border inheritance tax planning and tax-efficient outcomes.
Wealth and Asset Management
08/30/2022
Atria Wealth Solutions Announces Addition of UBS Team with Over $600 Million in Client Assets
Atria's Cadaret Grant Welcomes 360° Wealth Management Group, Reflecting Robust Recruiting from Large Wall Street Firms
08/30/2022
JTC to buy New York Private Trust Company
The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.
08/30/2022
Bluespring Wealth Partners Announces Partnership of D.C. Area Firms
Two Bluespring Wealth teams merge to strengthen its greater D.C. hub, allowing the reimagined firm to better serve existing clients and expand their reach
08/29/2022
The Ultra-Wealthy Are Increasingly Focusing On Dynastic Wealth
Inflation, possibly erratic markets, and certainly a growing extended family can eat up a fortune.
08/29/2022
Mackie & Waller Wealth Management Group Joins Sanctuary Wealth
$250 million St. Louis team leaves Wells Fargo for partnered independence
08/29/2022
Forbes Names Top Wealth Advisor in America
The rankings are based on data received by more than 15,000 top-performing advisors nationwide
08/29/2022
Randy Carver Named One of the Top 250 Wealth Advisors in United States in Forbes’ 2022 List
This is the seventh year in a row that Randy has been included in this prestigious list of top wealth advisors across the United States.
08/29/2022
Chester County’s Patti Brennan Named #1 Rated Wealth Advisor in Pennsylvania
According to Forbes, the advisors noted in this year’s Top 250 “have proven their mettle over time."
08/29/2022
Truist Wealth expands its digital investing capabilities with Truist Invest
Robo advisor and hybrid investment solutions can help give clients control and confidence
08/26/2022
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund to take effect on or around 2 December 2022.
08/26/2022
LGT Navigator: Market sentiment remains tense ahead of Jackson Hole
Powell is likely to emphasize that the Fed still has a long way to go in the fight against inflation, which means that further strong interest rate hikes can be expected.
08/26/2022
Nicola Wealth Real Estate acquires infill Denver Industrial Outside Storage Asset
NWRE acquired a 6.7-acre corner site centrally located in Aurora, Colorado, currently occupied by a truck terminal with future development potential.
08/26/2022
Big Six banks bolster bad-loan provisions amid profit declines
Credit losses cause net incomes to drop at two of Canada's largest banks
08/26/2022
Steward Partners Global Advisory Welcomes Barr Wealth Management
Barr Wealth Management will be in the Steward Partners' New York City office.
08/25/2022
Succession Lessons From the Next Generation
Millennials step in to save family businesses in Montauk, N.Y.
08/24/2022
Lombard International sells US and Bermuda business
In Europe, as the largest provider of insurance-based wealth, estate and succession planning solutions, our sights remain set on further growth and continued market expansion.
08/24/2022
RBC wealth records 4% growth in Q3 2022
In comparison to the previous quarter, net income is up $27m due to higher net interest income reflecting higher interest rates.
08/24/2022
Beacon Pointe and $600M Benchmark Private Wealth Management Join Forces in M&A Partnership
The Partnership marks Beacon Pointe's first Acquisition with a Bank Referral Relationship
08/23/2022
Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C
Australia’s equity manager is the latest firm to join 50+ asset managers leveraging Eze Eclipse in APAC