02/23/2022
Schwab launches digital financial planning action centre
The Financial Planning Action Center is available as of February 23rd, 2022.
Wealth and Asset Management
02/23/2022
Family Offices See Next Leaders Ceding Profit in Succession Rift
Most family offices had trouble getting qualified executives
02/22/2022
CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion
02/21/2022
Why Personalized Advice at Scale is the Next Evolution of Wealth Management
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
Family offices should consider multiplying their giving with impact investing
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue
02/21/2022
Meet The World’s Most Powerful Banker: Jamie Dimon, CEO Of JPMorgan Chase
Despite the above constraints, J.P. Morgan Chase has a significant competitive advantage.
02/18/2022
Northern Trust’s 2022 Wealth Planning Symposium to Focus on Bold Ideas for Redefining Wealth
Virtual event will feature author Adam Grant, convene experts on the future of wealth
02/18/2022
Goldman Creates Family Office for Its Executives
The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.
02/17/2022
BlackCloak Named a Finalist by the Family Wealth Report Awards for Best Cybersecurity
Recognition comes as family offices and wealth managers are increasingly being relied upon by their clients to help reduce the skyrocketing risks from modern cyber attacks, financial fraud, and personal privacy exploitation
02/17/2022
Harbourfront Wealth Holdings Reports Fourth Quarter and Full Year 2021 Results
The Company employs 202 employees operating out of 24 locations across the country.
02/16/2022
Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management
Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.
02/16/2022
Citi’s Jane Fraser ditches ambition to break into Wall Street’s big league
Hopes of becoming top-three investment bank conceded in order to focus on more profitable areas
02/16/2022
Simon Markets secures strategic investment from Citi
Citi’s financial professionals under its wealth management division use Simon’s investment platform and the lender has been an issuer of the firm’s structured investments.
02/16/2022
The US has the oldest millionaires as biggest ever wealth transfer looms
The US holds 7,472,364 millionaires as of 2021, according to GlobalData.
02/16/2022
Creative Planning continues buying spree with JBJ Invest acquisition
Creative Planning CEO Peter Mallouk noted that JBJ’s presence in South Carolina and 40 other states will help the firm drive its reach in these markets.
02/15/2022
Sanctuary Announces First Deal in Partnership Program
Sanctuary has taken minority stakes in those firms and helped them create an entity called 6 Degrees with the intention that the firms launch an acquisition strategy in the Southwest.
02/15/2022
Cumberland County wealth management firm has new owners, leadership
RWA’s partnership with Merchant, which was announced this month closed in September.
02/15/2022
Pence Wealth Management Announces Laila Pence Heads Forbes List Of Top Women Wealth Advisors In Southern California
The Pence Wealth Management President Was Also Ranked Fifth Nationally
02/15/2022
How the world’s most influential central bank impacts markets
It turns out that for nearly five decades the US stock market has tended to perform strongly after the Fed has begun a new hiking cycle.
02/15/2022
FNZ raises $1.4b in one of largest ever funding rounds in wealth management
This was one of the largest ever primary equity raises in the wealth management sector as FNZ looks to firmly expand geographically and innovate.