05/25/2022
Rockefeller Lassoes $2.2-Mln Solo UBS Private Wealth Broker in Dallas
A spokeswoman for UBS declined to comment on Langhorst’s departure or whether he was still working with Puri, who remains registered at UBS.
Wealth and Asset Management
05/24/2022
Morgan Stanley Wealth Management Vice Chair Rick Skae Dies at Age 65
The cause of death was not disclosed. In the memo, Saperstein said he had “lost a lifelong friend” and called it “a true tragedy that his life was cut short prematurely.
05/24/2022
BNY Mellon Wealth Management Expands New York Tri-State Region with Four New Hires
They all report to John Ippolito, regional president, New York Tri-State.
05/23/2022
Bringing The Family Office Framework To Business Owners And Clients Of CPAs
He works extensively with accounting firms to help them optimize their financial and personal lives of their clients.
05/23/2022
Are corporate credit markets at once-in-a-generation yields?
Inflation is proving very high in the short term, whereas longer term growth is trending downward.
05/20/2022
Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services
The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.
05/20/2022
Wealth Management Solutions Is Now an RIA
Becoming a registered investment advisory firm furthers Wealth Management Solution LLC's commitment to its clients and the community.
05/20/2022
26 of America’s Richest Billionaires Paid 4.8 Percent Tax Rate in Recent Years
The report demonstrates the vast disparities between the tax code for the rich and for regular Americans.
05/20/2022
Debunking the Myth of the Fleeing Millionaire
As it turns out, high-earners won't leave if you increase their taxes.
05/19/2022
Light at the End of the Tunnel?
The maximum drawdown in the current fall of 2022 has been 16%
05/19/2022
Ally Invest launches wealth management advisory service
Ally Invest Wealth Management sets new standard with accessible, dedicated financial advice
05/19/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/18/2022
Wealthy Donors Are Adjusting Philanthropy Plans
The majority of the 200 respondents (160) reported assets of between $5 million and $24.9 million.
05/18/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/18/2022
Samson Wealth Management Group to Join Focus Partner Firm XML Financial Group
This transaction will expand the infrastructure and support resources for both Samson Wealth Management and XML, positioning the combined firm for future growth opportunities.
05/17/2022
Independent firm adds new advisor talent to its roster
Two practices bring with them combined assets of $335 million
05/17/2022
FNZ makes investment in GIST to accelerate sustainable investing globally
This means retail investors, their advisers and wealth managers can better understand the issues that matter most to them and address these by allocating capital accordingly, making investment part of the solution to global challenges.
05/15/2022
JPMorgan builds global bet on wealth of the ultra-rich
JPMorgan has hired at least a dozen private-banking executives in the past year from rivals including Credit Suisse Group, Citigroup and UBS Group to achieve that goal.
05/13/2022
Manulife's wealth management business gains as demand rebounds
The firm also reported double-digit growth for its Canada and US insurance operations
05/13/2022
Plugging Tech Into Wealth Management
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.