05/03/2022
Broadridge Reports Third Quarter
Increasing Fiscal Year 2022 Adjusted EPS Growth Guidance to 13-15% from 11-15%
Wealth and Asset Management
05/02/2022
Peak hawkishness for rates, but can the consumer handle it?
With earnings season in full flow, businesses are already beginning to sound cautious regarding their investment plans.
04/29/2022
Raymond James Financial Reports Second Quarter of Fiscal 2022 Results
Quarterly net revenues grew 13% over the prior year’s fiscal second quarter primarily driven by higher asset management and related administrative fees, reflecting the strong year-over-year growth in Private Client Group assets in fee-based accounts
04/28/2022
Suntera Global establishes US presence with strategic fund services acquisition
The acquisition of Socium, which requires no regulatory approval and completes with immediate effect
04/28/2022
True Capital Management acquires $200m boutique wealth advisory firm
They will continue to co-lead the Nashville team as True Capital’s Nashville office.
04/28/2022
What Private Bankers Need to Know Before Moving to Wealth Management
It used to be that large brokerage firms tended to keep their distance when it came to recruiting talent from private banks
04/28/2022
ZEDRA expands global foothold in fund administration services industry with acquisition of Curaçao and US based Atlas Fund Services
Its client base includes emerging and seasoned funds, spanning across private equity, hedge funds and family offices.
04/27/2022
SURA Investment Management and Edmond de Rothschild Asset Management Forge an Alliance
This partnership creates a new opportunity to make the full spectrum of investment capabilities of both firms available to investors in the region.
04/27/2022
Bluespring Wealth Partners Completes Sixth Transaction Of 2022 With Acquisition Of $280 Million Joule Financial
The firm serves over 600 families throughout the nation, and prides itself on its ability to help all clients identify, plan, and reach their financial goals.
04/27/2022
Scotiabank and CDSPI Announce Strategic Agreement
CDSPI will continue to provide insurance, investment and private wealth management advice and solutions to dental association members.
04/27/2022
Prospera Financial Services Launches Advisor Practice Exchange Program (APEX) To Assist Advisors Acquire Practices or Create Succession Plans
The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients
04/26/2022
Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast
A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street
04/25/2022
Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
One of the most important benefits of budgeting is that you always know how your money is being used.
04/25/2022
Arvest Wealth Management named again to list of top $100M adviser teams in U.S.
"As the nation's leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,"
04/25/2022
How the ground is shifting in the financial advice landscape
To improve the client experience, wealth managers and private banks will soon combine people with digital technologies
04/25/2022
RBC Wealth Lures $200M FA from Wells Fargo
Lessard started in the industry in 1989, when he registered with McLaughlin, Piven, Vogel Securities
04/21/2022
FamilyWealth Named to WealthTech 100 List
FamilyWealth recognized in the 2022 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial services industry.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
The firm currently manages $165 million in Assets under Management.
04/20/2022
Itaú Private Bank's Miami flows hit record as Brazilians flock offshore
On the one hand, there was a scenario that benefited them with FX rates going down and on the other hand interest rates are so high [in Brazil] that clients right now do not want to stay on the local fixed income side.’