04/13/2022
Creative Planning adds $644 million in Keystone Wealth Partners deal
Keystone's team-based approach is described as having sealed the deal; the firm's 29 employees include advisers, attorneys and CPAs.
Wealth and Asset Management
04/13/2022
Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors
Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products
04/12/2022
Nine Sanctuary Wealth Advisors Named to 2022 Forbes Best-In-State List
This year almost 35,000 advisors applied to be considered for the annual ranking which narrows down to approximately 6,500 advisors managing a collective $10 trillion who are researched
04/12/2022
US Investment Firm Stephens Takes Stake in CRUX
We are excited to make an investment in CRUX Asset Management
04/12/2022
Morgan Stanley Added $25B to Family Office Unit in 2021
The company has revamped the platform it uses for hedge fund clients for the family office unit.
04/11/2022
RBC Global Asset Management Launches China Equity Fund
The Fund's investment team looks to invest in Chinese companies with reliable management and track records in risk management and capital allocation.
04/11/2022
Advisor Group Welcomes Gallagher's Retirement Plan Consulting Practice To Its Network
New member adds 90 advisors, 50 support staff to independent wealth management network
04/08/2022
Goldman Sachs offers former partners exclusive access to ‘1869 fund’
Vehicle for ex-members of elite group has raised $1bn and invests in alternative assets
04/08/2022
MJP Wealth Advisors President Brian Vendig Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
MJP Wealth Advisors develops customized financial solutions for each client’s needs.
04/08/2022
Sanctuary expands footprint with NYC office launch
The New York office will allow the firm to cover the whole of the US with a particular emphasis on the Tri-State area, said Dickson.
04/08/2022
Morgan Stanley aims to serve the richest of the rich as family offices grow to $5.5 trillion in assets
The bank is also working on a matchmaking platform where start-ups can raise funds directly with the bank, tapping capital from family offices and other ultra-high net worth clients.
04/07/2022
Ares Launches Private Markets Fund Focused on Investing in Private Equity through Secondary Market Transactions
Offers Individual Investors Access to a Diverse Portfolio of Leading Private Equity Sponsors’ Fund Investments to Complement Ares’ Existing Alternative Investment Products
04/07/2022
Lincoln Financial Network Financial Professionals Recognized as Leaders in Diversity and Inclusion
Angela Ribuffo and Lawrence T. Smith awarded 2022 ‘See It, Be It’ Role Models by InvestmentNews
04/07/2022
CI Financial Announces Intent to Take its U.S. Wealth Business Public
IPO expected to unlock value of the business; proceeds to be used to pay down debt
04/06/2022
Asia has the most billionaires as Elon Musk tops annual richest list for first time
A total of 329 people dropped off the list this year—the most in a single year since the 2009 financial crisis.
04/06/2022
Summitas Wins Private Asset Management's 2022 "Best Technology Platform for Family Offices" Award
Innovative client portals provide a single point of access for secure collaboration.
04/06/2022
Bogart Wealth Included In The 2022 InvestmentNews Best Places To Work For Financial Advisers Rankings
In addition, independent wealth management firm announces new hires and open positions
04/05/2022
WSFS Announces Combination of Christiana Trust Company of Delaware and The Bryn Mawr Trust Company of Delaware Wealth Management Franchises
Robert W. Eaddy, who has led The Bryn Mawr Trust Company of Delaware since 2010, will remain in his role leading the combined company as its President.
04/04/2022
Sanctuary Wealth Expands Latin American Client Base With Addition of Fuentes Hondermann Wealth Management
Miami-based team brings more than 90 years cumulative experience in advising international clients along with $250 million in AUM from Morgan Stanley
04/04/2022
Two UBS advisors in Houston, Texas named to Barron's Top 1,200 Financial Advisor List
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.