07/21/2021
JP Morgan Wealth CEO Says Clients See Bitcoin as Asset Class to Invest In
The remarks came in a video clip from "Bloomberg Wealth with David Rubenstein” released Tuesday by the media outlet, but that was first recorded on June 7.
Wealth and Asset Management
07/21/2021
SIX expands its international custody services reach to the US
Following the successful formation of SIX SIS USA Inc. and with the opening of its US office, SIX takes a major step forward in its international growth strategy.
07/20/2021
Basepoint Wealth Extending Reach with Des Moines Acquisition
McKee, and his team of licensed and certified accountants will remain with the newly named company.
07/20/2021
Gideon Strategic Partners Affilates With Leading Independent Broker-dealer
The transition is effective immediately.
07/16/2021
CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales
Strongest net sales in nearly six years led by $530 million in net flows in Canadian retail asset management; assets exceed $300 billion for the first time
07/16/2021
Campden Wealth Americas and Ey announce strategic North American Family Business Partnership
“With this in mind, we are thrilled to partner with EY,”
07/16/2021
Wealth Enhancement Group Acquires Fitzgerald Wealth Management, a Houston-Based Advisory Practice with $513 Million in Client Assets
Latest Acquisition Brings Fast-Growing Wealth Management Firm's Total Assets to Nearly $38 Billion
07/16/2021
Merrill’s Sieg Nods to ‘Competitive’ Attrition Issue in Call with Brokers
The remarks came as attrition of experienced brokers rose to around 5% in the second quarter from an average of around 4% that executives had cited in prior quarters.
07/15/2021
Allworth Financial Continues National Expansion - Partners with Giordano Wealth Management Group
The agreement marks Allworth’s 9th office location in Northern California
07/15/2021
Carson Group, Financial Technology & Services Leader, Selects Bain Capital as Strategic Partner
Bain Capital has a long history of investing in and partnering with founders and management teams to accelerate the growth of companies.
07/15/2021
Vanguard to offer direct indexing capabilities through acquisition of Just Invest
Just Invest’s platform uses sophisticated portfolio management tools traditionally available only to institutional or ultra-high-net-worth investors.
07/15/2021
Goldman Sachs Asset Management Announces Launch of Goldman Sachs Future Planet Equity Exchange Traded Fund
Goldman Sachs intends to invest in the Fund alongside its clients.
07/15/2021
UBS Advisor Wendy Spinner Recognized for Local Philanthropic Work by Invest in Others
It’s truly gratifying to see her acknowledged for her long-standing dedication to the communities she serves.
07/15/2021
Morgan Stanley wealth unit revenues offset trading slowdown
Wall Street bank benefited from higher fees in second quarter
07/14/2021
JPMorgan has big wealth-management growth plans
Still, bank execs cautioned that loan growth could remain sluggish because consumers have been saving more, paying down debts like credit cards and mortgages, and borrowing less.
07/14/2021
Tiedemann Acquires Leading London Multi-Family Office
Holbein joins Tiedemann Constantia as part of Tiedemann's broader international growth strategy
07/14/2021
Family Offices Say IPOs Are Nothing But An Exit Strategy
64% said the majority of companies go public in order to facilitate an exit strategy
07/14/2021
John Darden on Wealth Management
The whole goal of investing for retirement is that the money has time to work for you.
07/14/2021
Wells Fargo to Announce Second Quarter 2021 Earnings on July 14, 2021
The Company will host a live conference call on Wednesday, July 14, at 11:30 a.m. Eastern Time.
07/14/2021
Citi rolls out self-directed investment offering
The offering will expand in the coming months to provide access to additional types of investments, including mutual funds.