01/12/2022
Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year
01/12/2022
Mercer Advisors acquires wealth management firm
Expands Mercer Advisors' Florida and Northeast Presence
01/12/2022
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence
01/11/2022
The firm manages approximately $2.2 billion of investment assets and $9 billion of family net worth on behalf of clients
01/11/2022
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community
01/11/2022
Modernization can be game changing when it targets the role of RMs.
01/11/2022
The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.
01/11/2022
New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas
01/10/2022
The man who helped invent modern management was at the height of his fame in the late 1960s, but his emphasis on the moral quality of an organisation predates today's ESG agenda.
01/10/2022
SIX has completed in mid 2020 the acquisition of BME in an operation that valued the Madrid market operator at 2.8 billion euros.
01/10/2022
Our USD 200 million strong strategic fintech initiative made its fourth investment.
01/10/2022
Industry-leading firms join forces to expand client service offerings
01/10/2022
The partnership enhances Merit's presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 b
01/07/2022
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners
01/07/2022
Financial services group towers above its broking rivals following the acquisition of TD Ameritrade
01/07/2022
Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business, which will be renamed Choreo.
01/06/2022
Capital markets, economic recovery seen powering banks’ growth in 2022
01/05/2022
As part of the transaction, Hightower has also acquired Trust Company of Illinois, a TC Wealth subsidiary.
01/05/2022
"We continue to grow our firm to better serve our clients and provide more career path trajectory opportunities for our staff. Our expansion to New York with Greystone supports our continued commitment to the fee-only approach and independence.&
01/05/2022
Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities