06/29/2021
Harness Wealth raises $15 million to democratize the power of family offices
That high bar means there are still a lot of people with a lot of resources who need hand-holding.
06/29/2021
The Impact Partnership launches Impact Partnership Wealth
The sub-advisor partnership with Market Guard provides a proprietary investment methodology for portfolios
06/29/2021
George Ferizis Group to Join Focus Partner Connectus Wealth Advisors
Joining such a highly collaborative consortium is an exciting new phase for our firm.
06/29/2021
Consulting/Wealth Management Real Estate Survey
Investors that Outsource Fund Administration Value Industry Knowledge, Experience and Client Service, According to Outsourcing and Commercial Real Estate Investment Findings
06/29/2021
JP Morgan to acquire values-based investment specialist
Accelerates ESG investing capabilities for Wealth Management clients
06/28/2021
LaTrobe Financial’s wealth arm the focus for bidders
As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.
06/28/2021
Introducing SS&C Lyric. Bold. Ambitious. Real.
Lyric is the natural—yet ambitious—next step to revolutionize the back end of the operation.
06/28/2021
Digital Mindset Moves into Mainstream
Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda
06/28/2021
CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to C$298 billion
06/25/2021
Citigold Offering Highlighted in Kiplinger’s Fifth-Annual "Best Bank for You" Edition
06/25/2021
These advisors work tirelessly to serve their clients and help them achieve their financial goals.
06/23/2021
Bank and credit union investment programs increasingly are seeking to outsource compliance and operational tasks while dropping their own BDs and RIAs or cutting them drastically.
06/23/2021
The multi-family office's Asset Management division expands its Outsourced Chief Investment Office (OCIO) services with a focus on small- to medium-sized foundations and single family offices
06/23/2021
Acquisition of AFI Wealth Strategies Increases Mercer Advisors' Central United States Presence
06/23/2021
A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.
06/23/2021
Oil magnate Sergey Bogdanchikov claims the bank lost half his $150 million portfolio in a kickback scheme.
06/23/2021
Agreement strengthens North American reach of CIBC's Capital Markets business and supports Loop Capital's growth ambitions
06/22/2021
Led by Former Wells Fargo Vet, Tony Esses, The Esses Group Is the Seventh New Team to Join Snowden Lane This Year
06/22/2021
She has achieved significant accomplishments for her clients and her practice over the years, and I'm honored to congratulate her on yet another notable accolade.
06/22/2021
Envestnet allows us to expand our definition of advice and address our clients’ entire financial lives in an intelligent, connected way.