11/18/2021
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape
11/17/2021
The pressure for a rate increase is evident from the US bond market re-pricing the implied level of inflation 21bps higher on the week at 3.11%
11/17/2021
Strutzel Family Wealth Management and Martingale Investment Group affiliate with Cetera through Summit Financial Networks, driving record year for recruiting
11/17/2021
Selected from a pool of more than 10,000 companies, Hightower is recognized for excellence in performance, value creation, market penetration, customer engagement, talent and leadership
11/17/2021
Data from the US Bureau of Labor Statistics, available since 1983, show the share of workers that are either members of or are represented by unions has halved in the last 40 years.
11/16/2021
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast
11/16/2021
Kalyn joined UBS in 2014 and has more than a decade of experience in the financial services industry.
11/16/2021
When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.
11/16/2021
As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship
11/15/2021
First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021
11/15/2021
This latest acquisition advances JTC’s strategic objective to strengthen its presence in the US and makes the country JTC’s second largest jurisdiction by revenue.
11/15/2021
Castle Asset, headed by owner John Caffrey, concentrates on financial, tax and estate planning.
11/12/2021
These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.
11/12/2021
The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors.
11/12/2021
Moynihan didn’t elaborate on the wealth management opportunities in Los Angeles and the bank’s plans for the expansion of its advisor roster there.
11/12/2021
Lombard Odier is closing its wealth management business in Uruguay four years after opening its office in Montevideo.
11/11/2021
Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence
11/10/2021
Year One Results Outpace Plan to Deliver on the Three-Year Commitment
11/09/2021
The wealth manager said its new Impact Assessment and Contribution Tool (IMPACT) will provide an analytical foundation for manager selection in impact investing.
11/07/2021
Earnings of Berkshire Hathaway Inc. and its consolidated subsidiaries for the third quarter and first nine months of 2021 and 2020 are summarized below.