11/05/2021
Northern Trust Named Best Private Bank in U.S.
Also Named Best Private Bank for Family Offices in U.S.
Wealth and Asset Management
11/05/2021
Purpose Advisor Solutions Partners With Westmount Wealth Management Inc.
Westmount Wealth Management Inc. selects Purpose Advisor Solutions’ platform to launch independent Investment Counsel business
11/05/2021
First Internet Bancorp to acquire First Century Bancorp
The transaction is expected to be 21% accretive to 2023 earnings per share and 7% dilutive to tangible book value per share, with a tangible book value earnback period of approximately 3 years.
11/04/2021
Zoe Financial partners with wealth management firm
Aims to support their clients through each of life's stages, from building wealth to enjoying retirement, and even developing strategies to continue one's legacy.
11/04/2021
Creative Planning Passes $100 Billion in AUM
The Kansas City Based RIA serves clients in 50 States and 65 Countries
11/04/2021
The Bahnsen Group to open new office
Growing firm’s fourth office location to launch in Q1 2022
11/04/2021
LPL Financial Welcomes Integrity Wealth Team
Together, they provide comprehensive financial planning and socially-responsible investment advice for their client base of retirees and successful young entrepreneurs.
11/04/2021
Wells Fargo Private Bank Awarded Best Global Private Bank for Philanthropy Services
Recognized by peers, industry subject matter experts, and journalists for serving clients through pandemic
11/03/2021
BNY Mellon Wealth Management Named Tim Sanville Principal, Wealth Manager in Boston
"Tim is a seasoned wealth management portfolio manager with deep investment acumen,"
11/03/2021
CI Financial to acquire $4.1 billion private client RIA
Agreed deal takes CI's U.S. assets to more than US$87 billion
11/03/2021
Morgan Stanley Publishes Comprehensive Cryptocurrency Guide for Wealth Management Clients
In the document, strategists at Morgan Stanley Research gave a detailed analysis of the various activities, sectors, and trends that currently make up the highly speculative crypto industry.
11/02/2021
Two UBS advisors in South Florida named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list
Their expert industry insights, tireless work ethic, and long-standing commitment to their clients is what makes them stand out as advisors, and we are honored to have them distinguished for their industry leadership.
11/02/2021
Is There A Mini-Tantrum Brewing
The ECI is not always the most likely data release to move markets, and this one was no exception.
10/31/2021
Eighteen Canaccord Genuity Wealth Management Investment Advisors Honoured
The full list of Canada’s Top Wealth Advisors 2021 winners, and related editorial coverage, will be published in print and digital editions ofthe November 2021 issue of Report on Business magazine, which will be made available to subscribers today.
10/28/2021
Hightower Facilitates Merger for Lexington Wealth Management, Adding Freed Investment Group of Boston
Well-aligned with Lexington's client-first culture, Freed Investment Group will leverage Lexington and Hightower's institutional-class services and solutions
10/28/2021
Financial Resources Group Investment Services Announces Partnership with Valley Wealth Group
Valley Wealth Group to Become First Cross-Platform Practice to Join Financial Resources Group
10/28/2021
Ameriprise Wealth Management Assets Grow 22% As Recruiting Picks Up
Ameriprise took in $10 billion in new client assets during the quarter, while its advisor headcount grew 2% year-over-year.
10/28/2021
UBS: Wealthy warm to sustainability; aim to protect assets from Biden tax changes
Climate change is becoming an increasingly pertinent topic driving policy and markets.
10/27/2021
UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street
UBS currently has about 2 million customers in the U.S. that it calls workplace wealth clients -- people with large pension funds and stock options -- and plans to use the new digital wealth manager to do more business with those clients as well as captur
10/27/2021
Fidelity Institutional Launches The Decade of Generational Wealth to Help Advisors Drive Deeper Engagement With Clients and Their Families
The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.