03/19/2021
Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States
03/19/2021
Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce
03/19/2021
The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor
03/19/2021
Sanctuary continues to grow presence in Texas with the addition of Abilene-based firm
03/18/2021
WealthSource Acquires RIA
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally
03/18/2021
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.
03/18/2021
Business will be divided into sales, macro and digital groups
03/17/2021
Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'
News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.
03/17/2021
Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami
As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
03/17/2021
Global equities hit a speed bump by Nikko AM
The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
Annual pro bono volunteer program has delivered more than 108,800 service hours valued at over $16.6 million to 142 nonprofits since 2009
03/17/2021
COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.
03/16/2021
Transaction increases CI’s U.S. assets to $55 billion and expands presence to key southeast region
03/16/2021
“As the impact investing world has gotten more and more sophisticated, what we have been able to offer has gotten more sophisticated,” Kessel said in an interview.
03/16/2021
Launch of new subsidiary coincides with opening of Miami office to be led by Sanctuary Securities President Bob Walter
03/16/2021
The discretionary model portfolios will integrate existing iProfile Private Pools and new exposures to active allocation, alternatives, passive ETFs, low volatility and private assets, as outlined in the following two sections.
03/15/2021
The Proposal represented a 31% premium to the closing price of RF Capital common shares on March 12, 2021 and a 30% premium to the volume-weighted average price for the 20 trading days ended on that date.
03/15/2021
The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth, not including the value of their primary residence (NIPR) – increased by 600,000 to 11.6 million in 2020, a 5.5 percent increase over the prev