01/31/2022
Arvest Wealth Management announces year-end results, digital tool
King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.
Wealth and Asset Management
01/31/2022
How To Avoid The Multi-Family Office Bait And Switch
To be confident you are working with a multi-family office—and, more importantly, a high-performing multi-family office—you are going to have to take some initiative.
01/28/2022
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Bolstered by VC funding, Compound mixes human advice with a technology approach.
01/27/2022
IG Wealth Management Wins Five Awards
These awards are a great validation of their ongoing efforts to provide clients with innovative investment solutions that deliver performance and help build financial well-being.
01/27/2022
Tristate Capital Reports EPS of $1.71 for Full Year
The company continued to expand the client base utilizing its asset management, private banking, commercial banking, and treasury and liquidity management capabilities, while all of its businesses enter 2022 with strong new business pipelines
01/26/2022
Robertson Stephens Doubles Assets, Continues National Expansion
The firm's expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning technology
01/25/2022
Envestnet Takes Stake In Sallie Krawcheck's Ellevest
Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.
01/25/2022
NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/24/2022
Centura Wealth Advisory expands to Mid-West
The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota
01/24/2022
RBC Wealth Draws $327M Practice from JPMorgan
Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.
01/24/2022
NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/21/2022
Wealth Management Firm Announces Seven New Shareholders
Crestone's 14 shareholders continue to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.
01/20/2022
2022: A critical year for growth and transformation for asset and wealth managers
Alpha FMC’s Asset and Wealth Management 2022 Outlook explores the headwinds that managers are facing because of Covid-19 and how they should respond to succeed this year
01/20/2022
RVW Wealth announces merger
Combined firm to have additional focus on women and wealth
01/20/2022
Bank of America wealth unit reports strong Q4 with record inflows
Total client balances were $3.8trn in Q4 2021, up 15% from the previous year, of which Merrill Lynch contributed $3.2trn.
01/18/2022
Astorg raises a €1.3 billion Continuation Fund in partnership with AlpInvest and Goldman Sachs Asset Management Vintage Funds to support portfolio company IQ-EQ
The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.
01/18/2022
The only man who can save Credit Suisse bonuses. Career advice from the ex-CEO of HSBC
If you work for Credit Suisse's investment bank in America, having Meissner in the locality is a good thing.
01/18/2022
JPMorgan’s offshore shift in LatAm reaps strong growth in private banking
Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.
01/14/2022
Zoe Announces partnership with wealth manager
Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.
01/14/2022
How can hedge funds work more effectively with wealth firms as assets soar?
This pool of money – which is spread across wealth managers, private banks and other providers of investment services to high net worth individuals – is not only unlikely to dissipate anytime soon, but is also one that is increasingly looking