08/02/2022
CGS-CIMB Chooses SS&C to Power New Wealth Management Business
Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform
Wealth and Asset Management
08/02/2022
Getting Family Offices Ready for the Great Wealth Transfer
Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard pressed to stay relevant.
08/01/2022
Cryptoassets – how will family offices react to the crypto winter?
Some estimates suggest that the crash has wiped $2trn from the market, with several prominent crypto funds being forced to restrict customer withdrawals and some entering into liquidation.
08/01/2022
Diversifying Portfolios In Uncertain Times, Practical Investing In Sustainable Initiatives, And The Future Of Advisory Regulation
Meanwhile, more companies are waiting longer to go public as private equity is offering investment access to exciting innovations that are inaccessible through public market solutions.
07/29/2022
Raymond James Loses Head Count From Steward but Retains Assets in RIA Unit
The brokerage’s head count dropped a slight 1%, primarily due to Steward Partners moving out of its b/d; the RIA continues to custody assets with Raymond James.
07/29/2022
Fieldpoint Private Wins Three Global Private Banking Innovation Awards
Annual Awards Name Fieldpoint Private Best Boutique Private Bank globally.
07/28/2022
Morningstar, Inc. Reports Second-Quarter 2022 Financial Results
While these investments have contributed to higher operating expenses in the near term, they position Morningstar for continued growth and the increased scale that we expect will drive long-term profitability.
07/28/2022
Round Table Wealth Management Named One of the Best Places to Work in New Jersey
Leading business Journal, NJBIZ, celebrates companies that benefit the state's economy, workforce and business realm
07/27/2022
Future Returns: How Goldman Private Wealth Clients Are Moving Toward Impact
That year, Goldman Sachs Asset Management bought Imprint Capital, a dedicated sustainable investing firm, and brought on its co-founders, John Goldstein and Taylor Jordan.
07/27/2022
The Great Inflation Balancing Act
With inflation reaching record levels on both sides of the Atlantic, Coutts Head of Asset Allocation Lilian Chovin takes a deep dive into what it means for investors.
07/27/2022
Instant impact: Ally Charitable Foundation invests in transformational grants for Black-led grassroots organizations
Additional $1.5 million investment in Detroit and Charlotte focuses on closing opportunity and wealth gaps
07/26/2022
Northern Trust Releases Sustainability Report
Company commits to reach net-zero carbon by 2050
07/26/2022
Bryan W. Adams Named a "Best CEO for Diversity" in Comparably's Top 100 Awards
CEO of Integrity awarded for his outstanding efforts to build and support a diverse workforce by Comparably, a widely respected company reputation platform
07/26/2022
Atria Welcomes $252 Million Practice
Spokane, WA-based Forster Financial Joins Atria's Cadaret Grant
07/25/2022
Crescent Pine Family Office Group is Latest Team Choosing Partnered Independence with Sanctuary Wealth
Joining from Fieldpoint Private, team manages $230 million in client assets and expands Sanctuary presence in NY Metro region
07/22/2022
Northern Trust Survey: Asset Managers Take a Closer Look at New Ways of Operating to Create Efficiency and Control Costs
Global survey of 300 investment managers details how evolving operations models, changing investment strategies and emerging asset classes impact views on outsourcing
07/22/2022
Fifth Third Private Bank Recognized as Best for High Net Worth Clients
The Global Private Banking Innovation Awards 2022 identify and celebrate the world’s preeminent Private Banks, Family Offices and Wealth Managers.
07/22/2022
U.S. inflation hits 9% and Everything is fine right?
The US 10-year government bond yield fell 8 basis points, suggesting that the market believes the Fed is in control of inflation.
07/22/2022
Private Bancorp of America, Inc. Announces Second Quarter 2022 Financial Results
Domestic events, including high inflation, have unfavorably resulted in increased non-interest expense, including employee compensation and professional services.
07/22/2022
BTG Pactual to open int’l platform to new client segment
The international product platform will be connected to the BTG Pactual app that will allow clients to check both their onshore and offshore accounts so they can see all their investments.