07/26/2021
Big U.S. Banks Are Going All Out on Loans to the Wealthy
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
Wealth and Asset Management
07/26/2021
Bordeaux Wealth Advisors Named to Top 50 Fastest-Growing RIAs List
Boutique wealth management firm is No. 2 in Northern California
07/23/2021
JPMorgan to hire more than 500 wealth management advisers
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.
07/23/2021
Canopy Wealth Management Expands
Advisor duo leaves Northwestern Mutual in pursuit of a more nimble, tech-savvy and forward-thinking advisory framework
07/23/2021
What's Next for Diversity and Inclusion in Wealth Management?
Though more than half of the U.S. population is female and women control one-third of household assets (more than $10 trillion), only about 1 in 5 financial advisors are women, according to Cerulli data.
07/23/2021
Hightower Advisors brings a high-end slice of RIA custody in-house
The Chicago RIA rollup reports regular wins of UHNW as it hits $100 billion of AUM and holding assets in trust can build on that ultrahigh niche, CEO says
07/22/2021
Northern Trust Corporation Reports Second Quarter 2021 Financial Results
Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.
07/22/2021
Trillions of dollars at stake: don’t overlook the Great Wealth Transfer
The generation that is inheriting the world’s wealth has grown up in an environment where social media spotlights
07/22/2021
The Future of Private Market Investing Finds Broader Access, Secondary Market Activity and Increased Liquidity Key for Growth
Private Markets Evolving to Meet Market Demands, Becoming More Mainstream
07/21/2021
PBC Private Wealth Launches With Support of LPL Strategic Wealth Services
Together, they help clients with investments and wealth management, budgeting, education savings, retirement planning and wealth transfer planning, among other services.
07/21/2021
IQ-EQ up for two awards at the Drawdown Awards 2021
This includes the launch of IQ-EQ Compass- our integrated ESG - service offering that helps our clients build sustainable value and reputational resilience.
07/21/2021
Leading independent advisory firms announce strategic merger
Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future.
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.
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.