06/09/2022
Mercer Advisors Acquires Bivin and Associates, Inc.
They endeavor to know and understand a client's financial situation and provide the highest quality information, services, and investment advice to help clients reach their goals.
Wealth and Asset Management
06/08/2022
Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list
These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.
06/08/2022
BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers
Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.
06/07/2022
Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.
06/07/2022
Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List
These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.
06/03/2022
Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors
Bank welcomes key industry hires in private and commercial banking
06/03/2022
UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams
The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.
06/03/2022
WealthManagement.com Announces 2022 'Wealthies' Finalists
The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.
06/03/2022
Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2022 results
Fiscal 2022 common share year dividend payout increased 28% year-over-year
06/02/2022
UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
06/01/2022
Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients
06/01/2022
Worldsource Wealth Management launches Conquest Planning’s intuitive financial planning solution
Worldsource now offering platform as an enterprise-wide solution to entire Wealth Management segment
06/01/2022
Why Do The Ultra-Wealthy Use Private Banks?
Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.
06/01/2022
Fifth Third Private Bank Demonstrates Its Commitment to Ethical Standards With Inaugural Wealth for Good Award
Fifth Third Private Bank was awarded the “Best Bank ESG Communication Strategy – Americas” at 2022 inaugural WealthBriefing.
06/01/2022
Female Advisors Are The Future Of Wealth Management
During the same period, nearly 40% of financial advisors are expected to retire.
06/01/2022
Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC
GreenUp Wealth Management LLC was founded with the mission to guide and accompany clients through the journey to a fulfilling financial future.
05/31/2022
Credit Suisse's De Ferrari In First Interview as Wealth Management Head
Since starting his role this year, De Ferrari has set up the structure, selected his team, and is now starting to travel to all the major markets to learn about the business in each region
05/31/2022
The Harbourfront Group of Companies Reports First Quarter 2022 Financial Results
Harbourfront continues to maintain a 100% advisor retention rate and onboarded new teams in the first quarter
05/31/2022
Rockefeller Welcomes The Mendoza Group to its Rockefeller Global Family Office
Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.