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Wealth and Asset Management

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.

03/18/2022

Prestigious International Awards Recognize Outstanding Financial Technology Products and Companies

Mirador’s Gateway is a next generation, secure digital portal designed and built to serve both advisors and their clients.

03/18/2022

Zoe Celebrates One Year In Partnership With Financial Times Top 300 Investment Advisory Firm, TCI Wealth Advisors

TCI Wealth Advisors has over three decades of experience providing high-quality financial advice.

03/18/2022

New Citi GPS Report Looks at Factors That Have Helped the Global Art Market Transform through the COVID-19 Pandemic

The rise of a new art medium – non-fungible tokens, or NFTs, are providing a new way to consume art and collectibles and disrupting traditional art ownership model through a kind of democratization

03/18/2022

Why are more family businesses turning back to the family office model?

Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.

03/18/2022

Eleven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list

UBS Private Wealth Management has announced that eleven Private Wealth Advisors in firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.

03/18/2022

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Among the team's specialties are helping business owners and corporate executives diversify their assets and prepare for a transition.

03/17/2022

Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors

Newly Added Firms Raise Wealth Enhancement Group's Total Client Assets to $55.1 Billion, Continuing Robust M&A Growth Momentum

03/17/2022

Charles River Launches Tailored Portfolio Solutions to Power Portfolio Personalization at Scale, Integrates Axioma Portfolio OptimizerTM

Tailored Portfolio Solutions addresses the growing industry demand for personalized portfolios.

03/17/2022

EdR WM shuts Uruguay office, pulls out of LatAm

Edmond de Rothschild has closed its representative office based in Montevideo, Uruguay, effectively bringing to an end its presence in Latin America.

03/17/2022

KKR to Aquire Leading Japanese Real Estate Asset Manager

Japan is one of the most important and high-volume real estate markets in the world, and is a market we have been dedicated to investing in with a local team since 2006.

03/17/2022

Wealth Enhancement continues acquisition streak with double deals

It also offers investment services for nonprofits and clients going through divorces and career changes.

03/16/2022

Sixteen J.P. Morgan Wealth Management Advisors Make Barron’s Top 1,200 List

Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.

03/16/2022

CI Financial Reports Total Assets of $370.2 Billion for February 2022

All financial amounts in Canadian dollars unless stated otherwise.

03/16/2022

Celent Names Bank of America a Leader in Banking and Wealth Management Innovation

Erica® receives Model Bank Award for Customer Engagement; Client Engagement Workstation from Merrill Lynch Wealth Management receives Model Wealth Manager Award for Emerging Technology

03/16/2022

UBS advisor Michael Carr Jr. earns designation for advising clients in the sports and entertainment industries

He has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list every year since 2019.

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Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

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