02/09/2022
Investors plan to stay invested amid concerns
Investor optimism took a 7% dip since last quarter, with US investors expressing concerns about inflation, and for good reason.
Wealth and Asset Management
02/09/2022
Bridging the communication gap in investment recommendations
CapIntel founder and CEO explains how platform helps turn an advisor problem into a client relationship touchpoint
02/08/2022
Dunlap Named One of Forbes Top Wealth Advisors for 2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
02/08/2022
Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List
"We take tremendous pride in each of these exceptional advisors and their unwavering dedication to helping Americans become financially secure, so they can live more and worry less."
02/08/2022
UBS Advisor David Schachter Receives Designation to Advise Clients in Sports and Entertainment Industries
UBS launched its Athletes and Entertainers Strategic Client Segment in 2019, to provide holistic financial advice and guidance to clients across sports and entertainment industries.
02/07/2022
Mad As Hell
"In short, Orwell feared that what we fear will ruin us. Huxley feared that what we desire will ruin us.This book is about the possibility that Huxley, not Orwell, was right..”
02/03/2022
Multi-family office Waterfield Advisors scoops up $6 mn in Series B round
Founded in 2011 by Rajan, Waterfield Advisors offers family office services, financial planning, strategy, investment management services, among other services.
02/02/2022
BNY Mellon Wealth Management and Havas New York Partnered With Famed Photographer Nadav Kander
The “Do Well Better” Campaign Features Editorial-Style Interviews and Portraits Highlighting the Social Impact of BNY Mellon Wealth Management Clients and Practices
02/02/2022
BNY Mellon Investment Management: It's time to create a more inclusive investment world
The research surveyed 8,000 respondents across 16 markets, as well as 100 asset managers, with combined assets under management of nearly $60 trillion3.
02/02/2022
Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/02/2022
Merchant, River Wealth Advisors Partner to Set Stage for Next Generation of Growth
$1 Billion Central Pennsylvania RIA Completes Successful Leadership Succession
02/02/2022
These women are the top 3 young brokers
Before this year, only two women reached the top 10 on the rankings since 2011, with Qiao making last year’s group and advisor Nicole Christians of Merrill Lynch Wealth Management on the list in each of the prior four versions.
02/01/2022
Focused Wealth Management Surpasses $1 Million in Charitable Donations
The individuals in these local charitable organizations and the work they are doing to improve their communities is awe-inspiring.
02/01/2022
Ex-Head of Family Office for $31 Billion Fortune Builds Firm
Helmut Jeggle has invested in at least 10 companies since 2020
02/01/2022
Hightower Invests in Business Management Firm
Hightower’s deal with Los Angeles-based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
01/31/2022
BMO announces plan to partner with Breakthrough Energy Catalyst to accelerate climate innovation
BMO will be the first Canadian company to join Breakthrough Energy Catalyst and a number of the world's leading companies in support of climate innovation, including direct air capture, clean hydrogen, long-duration energy storage and sustainable avi
01/31/2022
Arvest Wealth Management announces year-end results, digital tool
King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.
01/31/2022
How To Avoid The Multi-Family Office Bait And Switch
To be confident you are working with a multi-family office—and, more importantly, a high-performing multi-family office—you are going to have to take some initiative.
01/28/2022
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Bolstered by VC funding, Compound mixes human advice with a technology approach.
01/27/2022
IG Wealth Management Wins Five Awards
These awards are a great validation of their ongoing efforts to provide clients with innovative investment solutions that deliver performance and help build financial well-being.