08/20/2021
KCA Wealth Management Receives Three Community Awards for Second Year in a Row
The holistic financial planning firm is Central Pennsylvania's only three-time award-winning team two years in a row
Wealth and Asset Management
08/19/2021
$122M Dodds Wealth Management Group Joins Commonwealth
Both Dodds are certified financial planners, and the elder Dodds holds three other financial services industry designations.
08/19/2021
Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
The addition of Evoke Wealth Management marks the second office Kestra PWS has opened in New Jersey.
08/19/2021
Altium Offers Altelligence™, a Proprietary Investment Platform, to the Wealth Management Community
Altelligence™, designed by and for high-growth RIAs, provides low-cost investment solutions and delivers significant tax alpha
08/19/2021
Level Up Client Communication In 2021, And Beyond
In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.
08/18/2021
Noah Holdings Limited Announces Unaudited Financial Results for the Second Quarter of 2021
Net revenues for the second quarter of 2021 were RMB899.4 million (US$139.3 million), a 20.3% increase from the corresponding period in 2020, primarily driven by increased one-time commissions as well as recurring service fees, partially offset by decreas
08/18/2021
Huntington Private Bank Expands Into Twin Cities Market, Launches Hiring Campaign
The wealth-management expansion is part of Huntington's strategy to grow its customer base in several segments
08/18/2021
Basepoint Wealth Crosses $500 Million in Assets Under Management
Basepoint Wealth was recently named one of the "Fastest Growing Companies" by the Corridor Business Journal, and recently added Basepoint Tax & Accounting to its portfolio of businesses.
08/18/2021
Family Offices Call For An End To Working From Home
The world appreciated extra time while the cost-saving was monumental.
08/17/2021
YATCO Announces Official Partnership with Investor Media, a Trusted Platform for UHNW Individuals and Family Offices
The partnership also includes content sharing, where YATCO.com will publish relevant media and articles from Investor Media's plethora of investor-based publications.
08/17/2021
Three Merrill Advisors Named to Forbes’ Top Women Wealth Advisors List
All three were ranked in the top five of the Michigan financial advisors who were named to the list.
08/17/2021
Three Firms Merge for HNW Advisory With Global Reach
Leo Wealth will deliver global, integrated investment and tax planning solutions Company positioned for geographic and international expansion
08/13/2021
CI offers stakes in US wealth management biz to acquired firms
In helping analysts understand CI’s second-quarter results, chief executive Kurt MacAlpine (pictured) explained that the Canadian asset manager is offering its RIA acquisition targets the chance to swap equity in their business for equity in CI Fina
08/13/2021
Digital Bank Founder Worth $6 Billion to Donate Most of Fortune
Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.
08/12/2021
Morgan Stanley Wealth Management to Buy Consultant Hyas Group
Hyas Group provide services to 80 California plans with nearly US$ 15 billion of the firm’s US$ 28 billion in total client assets under advisement that was calculated in 2018.
08/12/2021
RFG Advisory Named Finalist for 2021 Wealth Management Industry Awards for the Second Consecutive Year
Recognized in Non-Custodial RIA Support Platform Category for Become a Warrior Advisor Podcast & Support Program
08/12/2021
Array Technologies, Inc. Announces $500 Million Capital Commitment from Blackstone
Reinforces leadership position and positions company to be industry consolidator
08/12/2021
Comprehensive Wealth Management’s Brian Lockett, CFP Named IFG Elite Advisor in 2020
Firm honored with additional IFG awards for excellence in client service through its website presence
08/12/2021
AllianceBernstein and LSV Advisors Announce Strategic Partnership
As a part of the broader strategic partnership, AB will become the exclusive private wealth partner for LSV.
08/11/2021
CI Financial Reports Record Financial Results
For the first time ever, CI’s total assets have exceeded $300 billion and wealth management assets have surpassed our assets under management, due to the rapid progress in building out our U.S. private wealth platform.