03/12/2020
As Coronavirus Spreads, Wealth Managers Adjust
Morgan Stanley said an employee at its Purchase, N.Y. office, which houses much of the company’s wealth management operations
Wealth and Asset Management
03/12/2020
Cybersecurity challenges for family offices: FWR Family Office Fintech Summit
Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.
03/12/2020
Carlos F. Arias Reaches a Career Milestone at Ameriprise Financial
He has 21 years of experience with Ameriprise Financial.
03/11/2020
PURE Honored as Best High Net Worth Insurance Company at the 2020 Private Asset Management Awards
The winning organizations were selected based on both quantitative and qualitative performance over the last year.
03/10/2020
Beacon Pointe Announces Internal Reorganization
Beacon Pointe Advisors and Beacon Pointe Wealth Advisors are Becoming One Registered Investment Advisor, Selecting Abry Partners as a Strategic Minority Capital Investor, and Expanding with the Acquisition of Ferrell Wealth Management
03/10/2020
Conversant Wealth Management partners with Sanctuary Wealth
New team expands Sanctuary's California reach and adds $255 million in client assets
03/10/2020
US private equity giant completes national wealth firm buy
Carlyle Group has completed its buyout of Harwood Wealth Management after receiving a green light from the court.
03/10/2020
US TO UK: Why the Karger Brothers of Twinfocus Capital Opened their Second Family Office in London
CampdenFB asked the Karger brothers what they had to do to branch out across the pond, what US and UK family investors are searching for and how families can mitigate the predicted global economic downturn.
03/09/2020
JPMorgan CEO 'recovering well' after heart surgery
"It was caught early and the surgery was successful," the bank said in a statement.
03/06/2020
Forget The Market, Wealthy Clients Want More Tax Advice From Their Advisors
Tax minimization strategies are discussed as early as the onset of his relationship with clients describing the potential savings that can be found in a smart strategy as “literally free money, and you don’t have to take market risk for it.
03/06/2020
Wells Fargo Asset Management Wins Seven 2020 Lipper Fund Awards
The winners were announced last night at the fund research and analysis organization’s annual awards dinner in New York.
03/05/2020
LatAm giant Sura targets Brazil for wealth push
The plan is to enter Brazil with Investment Management, its distribution arm in charge of institutional clients.
03/05/2020
Raymond James Nabs $190M Bank Unit
This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.
03/04/2020
The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management
Unlike warnings of the past, the latest projections have startled observers, especially the wealth managers already struggling to find and hire young would-be advisors.
03/04/2020
Franklin Closes Athena Capital Buyout With AUM Worth $6B
Franklin’s inorganic growth activities reflect capital strength and efforts to enhance its performance.
03/03/2020
iA Financial Group focuses high-net-worth growth strategy exclusively on independent advice channel
"Both companies have served the private client needs of Canadian families, pension funds and foundations for generations, and bring a legacy of high-quality client service to their new home at CWB Wealth Management."
03/03/2020
Wells Fargo Works to Shake the Taint of Past Problems
The Securities and Exchange Commission said the wirehouse and independent broker-dealer unit failed to properly train and supervise sales of such products between 2012 and September 2019.
03/03/2020
Fiduciary Trust Company International Completes Acquisition of Athena Capital Advisors
The combination of our firms will enhance the experience we can deliver to high-net-worth and ultra-high-net-worth clients across the country."
03/03/2020
Wealth Managers See Opportunity in Markets Pounded by Coronavirus Fears
With the spread of the coronavirus triggering the pounding of global markets last week, wealth managers are telling clients there is plenty of opportunity to profit.
03/03/2020
‘Do more for me': Clients demanding digital banking options
“With all this ineffectively deployed cash out there, it allowed us to build these solutions really at the request of our clients.”