02/01/2023
Wealth Professional’s Top 50 Advisors for 2023 revealed
Industry's finest excelled in steering clients' portfolios through economic storms
Wealth and Asset Management
02/01/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
02/01/2023
10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets.
02/01/2023
Canaccord Genuity Group Inc. Brief : Announcing Agreement To Buy Mercer's Canadian Private Wealth Business
The acquisition is expected to add approximately $1.5 billion to Canaccord Genuity Wealth Management's total client assets.
02/01/2023
259 Ameriprise Financial Advisors Named to the Forbes Best-in-State Wealth Management Teams List
The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.
01/30/2023
Gaining A Competitive Advantage Because Of The Continuing And Expanding Bifurcation Of The Wealth
For advisors, one of the most effective ways to excel is to work with ever-wealthier individuals and families.
01/30/2023
Raymond James Draws $435M Team from UBS
The New Jersey–based group joins Raymond James Financial Services, the firm’s independent advisor channel, according to Raymond James.
01/27/2023
BMO Wealth Management Selects FactSet as Primary Market Data Provider
FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation
01/27/2023
IG Wealth Management Announces Portfolio Management Changes
These changes reflect IG's ongoing commitment to continually enhancing its product shelf and will be described in further detail in an amendment to the prospectus and annual information form of the Funds.
01/26/2023
What could a US recession mean for gold and gold equities?
We look at how gold and gold equities have fared historically during US recessions.
01/26/2023
Charles Schwab snaps up The Family Wealth Alliance
Members of FWA can avail updated research and educational materials along with exclusive events and leader forums, among others.
01/26/2023
New Partnership Integrates Alkymi Automation into Ledgex Platform to Raise Family Office Efficiency and Performance
Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market
01/26/2023
Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Stifel CEO Wants Stock to Reach Morgan Stanley-esque Heights with Wealth Gains
Stifel’s Global Wealth Management division comprised 64% of its parent company’s revenue in 2022.
01/25/2023
The Charles Schwab Corporation Expands Capabilities to Serve Multifamily and Single Family Offices Through Acquisition of The Family Wealth Alliance
Schwab Advisor Services and The Family Wealth Alliance will continue mutual focus on building community and offering value-added knowledge and resources for multifamily and single family wealth firms
01/25/2023
UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
01/25/2023
16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List
These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition
01/25/2023
Seventy2 Capital Named in Forbes 2023 Best-In-State Wealth Management Teams
Despite a difficult market, Seventy2 Capital had a strong year.
01/24/2023
UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List
The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.
01/24/2023
Next-Gen Advisors Say They Are Ready (Predecessors Not So Sure)
Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.