07/19/2022
The new affiliates in the Kingswood U.S. network bring decades of experience in holistic financial planning and represent diverse geographies as well as client bases.
07/19/2022
And the defined contribution plan providers themselves have come to realize that they are in the best place to take advantage of those plan relationships they already have and now build out wealth management services.
07/19/2022
Goldman Sachs thrived despite the fact that stocks plummeted during the first half of 2022.
07/18/2022
Texas-based team with $120 million AUM joins from Edward Jones and chooses partnered independence with Sanctuary
07/18/2022
Zann was previously a relationship manager covering institutional commercial real estate developers and private equity funds at PNC.
07/17/2022
The bank’s businesses, including its wealth management unit, got a boost from rising interest rates. Net interest income for Wells Fargo’s wealth unit soared 50% year over year, or $306 million, to $916 million.
07/15/2022
The new tool offers improved customization, efficiency and visualization for complex asset allocators.
07/15/2022
Founded in 2018 by alternative investment manager, Wafra Inc. (‘Wafra”), Constellation unites the expertise and capital base of premier institutional investors around the world with promising growth-oriented alternative asset managers.
07/15/2022
Grant provides wraparound support services for local women entrepreneurs through tools, training, mentorships and results-driven curriculum
07/15/2022
Titus Wealth is said to manage over $776m in client assets, of which $202m are brokerage assets supervised by LPL Financial, a separate unit from Wealth Enhancement Group.
07/15/2022
Net income in the unit was 6% lower in the second quarter compared to the first quarter and the same quarter last year.
07/14/2022
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.
07/14/2022
To date, PCO has deployed approximately half of the Fund which will have in excess of USD 3 billion of deployable capital including leverage.
07/14/2022
This acquisition reinforces Apex Group’s mission to disrupt the industry through delivering frictionless, innovative and digital solutions into the asset management space.
07/14/2022
Coloma joined Stifel in June last year as a branch manager and has been working on setting up its international wealth management business since his arrival
07/14/2022
This is Wealth Enhancement Group's Seventh Acquisition of 2022, Expanding Its Northern California Presence to Eight Offices
07/14/2022
Chief executive officer Jamie Dimon was optimistic about the asset and wealth management business, however, noting that it "delivered solid results as the impact of higher rates and loan and deposit balances more than offset the decline in market lev
07/14/2022
This acquisition will strengthen our wealth management business
07/13/2022
Drew ranked #1 in the Los Angeles Private Wealth Management category and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for five consecutive years.
07/13/2022
The combination will bring Pathstone’s total assets under advisement to ~$38 billion. Pathstone will now be in 14 locations with 295 team members, more than 115 of whom are shareholders of the firm.