04/01/2022
Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business
Growing Smart(ly) in a Way That Matters
Wealth and Asset Management
04/01/2022
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.
04/01/2022
Mercer Advisors Acquires Convergent Wealth Management, LLC
Acquisition of Convergent Wealth Management, LLC Expands Mercer Advisors' Central U.S. Presence
04/01/2022
Hightower takes stake in $2.7bn RIA
The $2.7 billion firm in Purchase, N.Y., delivers consulting and advisory services for high and ultra-high-net-worth clients, incorporating a proprietary direct indexing solution and tax-advantaged portfolio management. Altium's tax-aware solutions w
04/01/2022
CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy
Acquisition will bolster CI’s Boston presence and boost CI’s U.S. assets to US$133 billion
03/31/2022
Bain Capital to acquire nearly 25% stake in IIFL Wealth
Private equity fund Bain Capital edges out other global rivals to buy a 25% stake in IIFL Wealth. GA Atlantic and Fairfax are the selling shareholders.
03/31/2022
Wealth management firm expands with new office in Little Falls
Team members Laura Powers, lead adviser, and Kyle Dempster, associate adviser, both residents of the Little Falls area, will represent the Strategic team in this new location.
03/31/2022
BCG and the BXG Form Alliance
The alliance comes as more businesses begin to adopt the ESG reporting standards set by the Sustainability Accounting Standards Board (SASB) following its launch at COP26.
03/31/2022
Holloway Wealth Management Will Join ARS Wealth Advisors, Expanding ARS' Presence in the Florida Wealth Management Market
"We are excited to have Holloway join the ARS family," said Tony Anderson, CEO of ARS Wealth.
03/31/2022
RBC agrees to buy UK wealth manager
The acquisition is subject to a number of customary conditions
03/30/2022
Barron's Recognizes Cetera's Trevor Wilde Among America's Top Financial Advisors
Wilde Wealth Management ranked No. 2 on Arizona's list of top advisors
03/30/2022
Wealth Enhancement Group Joins Forces with Financial Management Concepts, a Fee-Only RIA with More Than $188 Million in Client Assets
Addition of the Central Florida Firm Raises Wealth Enhancement Group's Total Client Assets to more than $55.6 Billion
03/29/2022
Campolo Launches an alternative Family Office
First-of-Its-Kind Company Helps Clients Protect, Grow, and Manage Their Businesses and Most Valuable Assets
03/25/2022
Wall Street Wealth Manager Teams Up with International Art Patrons and Blockchain Tech-Gurus to Launch ATO
The five-year saga to launch ATO Platform – a souped-up, tech-abundant asset management solution is bringing financial logic and pricing transparency to the art market.
03/25/2022
Private Advisor Group Introduces Advisor Alignment and Equity Program
With the day-to-day demands of financial advisors ever increasing, the Advisor Alignment and Equity Program offers a review of short- and long-term business goals and an in-depth assessment of practice plans, expenses and overall business health.
03/25/2022
Edward ‘Ned’ Johnson, Former Fidelity CEO, Dies
Under his watch, Fidelity was transformed into an investing powerhouse
03/24/2022
Cresset Advisors Named to Barron's Top Financial Advisors List
The Barron's ranking methodology is based on data provided by approximately 6,000 advisors.
03/23/2022
Santander Private Bank launches new HNW service in Uruguay
The new service resides within Santander Select, the firm’s private banking unit in Uruguay which focuses on investments.
03/23/2022
Janiczek Wealth Management Named to 2022 America’s Top Financial Advisors List, as Published in Barron’s and Wall Street Journal, 9th Year in a Row!
According to Barron’s, “the goal is to shine a spotlight on the nation’s best financial advisors
03/22/2022
Fidelity Investments® Rolls Out New Features on Bond Trading Platform
Bond Beacon helps address this by using real-time data and analytics to trade against live markets, providing a robust view into fixed income markets and substantially cutting the time needed for transactions.