01/26/2022
The firm's expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning technology
01/25/2022
Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.
01/25/2022
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/24/2022
The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota
01/24/2022
Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.
01/24/2022
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/21/2022
Crestone's 14 shareholders continue to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.
01/20/2022
Alpha FMC’s Asset and Wealth Management 2022 Outlook explores the headwinds that managers are facing because of Covid-19 and how they should respond to succeed this year
01/20/2022
Combined firm to have additional focus on women and wealth
01/20/2022
Total client balances were $3.8trn in Q4 2021, up 15% from the previous year, of which Merrill Lynch contributed $3.2trn.
01/18/2022
The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.
01/18/2022
If you work for Credit Suisse's investment bank in America, having Meissner in the locality is a good thing.
01/18/2022
Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.
01/14/2022
Zoe Announces partnership with wealth manager
Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.
01/14/2022
This pool of money – which is spread across wealth managers, private banks and other providers of investment services to high net worth individuals – is not only unlikely to dissipate anytime soon, but is also one that is increasingly looking
01/14/2022
Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.
01/14/2022
Organizations Struggle to Consistently Authenticate Users and Devices
01/14/2022
SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.
01/13/2022
Gatesman added that they onboarded over $16bn in international client assets through the new hires.
01/13/2022
The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.