09/22/2021
Asset manager M&A means technology providers must keep up
As a result, the firm ended up with a smoother process, with a single touchpoint for clients and executing across markets and jurisdictions while meeting each market's relevant rules and regulations.
09/22/2021
Dealmakers tell Mergers & Acquisitions that proprietary deal sourcing pipelines are one way to keep multiples low
09/22/2021
Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion
09/22/2021
Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year
09/21/2021
Both practices join Kuttin Wealth Management, a well-established team in Ameriprise’s independent channel, led by Barron’s Hall of Fame advisor Jon Kuttin
09/21/2021
UBS advisor named to the Forbes/SHOOK Top 250 Wealth Advisors list
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.
09/21/2021
Citi, IFC and Global Bank Partner to Finance Women’s Economic Empowerment in Panama
Proceeds from Landmark $90 Million Loan to Finance Low-Income Mortgages for Women-Led Households and Women-Owned Enterprises
09/21/2021
Wealth Enhancement Group Partners with Hybrid RIA
Addition of Northern California Practice is Wealth Enhancement Group's Fourth West Coast Location
09/21/2021
Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.
09/21/2021
Advisors Previously Managed $1.75 Billion in Client Assets
09/21/2021
West Coast wealth management firm CEO recognized for the 12th year
09/21/2021
CAIS recognized as the leading marketplace where advisors and asset managers engage and transact at scale
09/20/2021
The acquisition extends MAI’s footprint to the Greater Baltimore region and strengthens MAI’s presence in the mid-Atlantic region.
09/20/2021
Michael Tiedemann will serve as Alvarium Tiedemann’s Chief Executive Officer. Alexander de Meyer will chair the firm’s executive committee which includes industry-leading professionals who have a breadth and depth of global expertise and exper
09/17/2021
Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.
09/17/2021
Petershill Partners announces plans for initial public offering
09/16/2021
The ultra-wealthy feel the—and their money—can help fight climate change, according to a new survey.
09/16/2021
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/15/2021
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges.