03/08/2022
"My partners and I decided to form an independent firm because this business model allows us to do so much more for our clients. We spent a couple of years on our due diligence before we chose to join Steward Partners,"
03/07/2022
Jim O'Donnell, the head of Citi Global Wealth Management, said the group is planning to significantly increase its number of client advisors over the next five years.
03/07/2022
Other major shareholders including General Atlantic could also consider joining Fairfax in selling their own stakes, the people said.
03/04/2022
CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations
03/03/2022
Bank details wealth expansion at virtual investor day
03/03/2022
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos
03/03/2022
Solution will support advisors, while enriching the Canadian investor experience
03/03/2022
Yellow Cardinal Advisory Group is built on over 90 years of history in investment advisory services.
03/03/2022
Rapidly Growing Independent Wealth Management Firm Acquires Family Office in Baltimore and Recruits Atlanta-Based Financial Advisors, Increasing Assets Under Management by $215 Million to $3.6 Billion
03/02/2022
Completion of the Griffin acquisition is subject to customary closing conditions, including approval by stockholders of the Griffin Institutional Access Real Estate Fund and the Griffin Institutional Access Credit Fund.
03/02/2022
Dallas-based firm will serve as a key hub for continued expansion in Texas and the Southwest
03/02/2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.
03/02/2022
Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.
03/02/2022
California and Colorado-Based Practices Provide Range of Holistic Wealth Management and Financial Planning Services
03/02/2022
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
03/01/2022
The two companies are reportedly set to bid for the big bank's wealth management business
03/01/2022
Honors Industry Leaders from Onyx Advisor Network, Atria Wealth Solutions and Stifel Independent Advisors
03/01/2022
The team helps affluent individuals and families choose neighborhoods, schools and doctors.
02/28/2022
Mr. Stenner, whose team works closely with ultra-wealthy clients with $25-million-plus net worth across Canada and the U.S., has just over 40 clients today – and the capacity to take on about a half dozen more each year.
02/25/2022
After a strategic review, the Swiss group concluded the wealth manager will grow and develop better under a different structure.