04/08/2021
Three UBS Private Wealth Advisors in Greater Florida named to the Barron's Top 1,200 Financial Advisors list
This award further honors their outstanding achievements, commitment and dedication to clients
Wealth and Asset Management
04/07/2021
Utah's Fastest-Growing Investment Advisory Firm Drive Wealth Advisors Acquires Magellan Capital
Coming on the heels of Drive Wealth Advisors' 2020 Fastest-Growing Investment Advisory Firm award from CityWire RIA magazine
04/06/2021
Hiring of UBS Team Helps Rockefeller Capital Management Pass Milestone
The burgeoning wealth management unit is a spinoff of the family office of the same name
04/06/2021
Herman and Sandy Tiemens bring family approach to Wells Fargo wealth management
He started in business as a systems analyst, saying it was really a job that required him to translate between those who write code and those who need new computer systems.
04/06/2021
World's Billionaires List
The Richest in 2021
04/06/2021
FNZ Launches New US Wealth Management Venture
FNZ and State Street are collaborating on FNZ Trust Company, a new wealth manager servicing venture, with a majority stake acquired by FNZ in State Street’s Wealth Manager Services business and a minority interest retained by State Street.
04/06/2021
Goldman Sachs Cryptocurrency Endorsement Boosts Wealth
Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.
04/06/2021
Wealth management needs more female advisers
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.
04/06/2021
Women are leading the charge for Environmental, Social and Governance (ESG) investing in the U.S. amid growing demand for responsible investing solutions
RBC Wealth Management – U.S. client survey reveals growing interest in ESG and responsible investing, especially among women, with financial advisors ranked as a top source for information to guide investment decisions
04/01/2021
The focus of the IRS global high-wealth group
The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.
04/01/2021
Sharon L. Klein Named to Forbes Best-In-State Wealth Advisors 2021
This selection of the top advisors from thousands of candidates across the country was based on factors such as revenue trends, assets under management, client experience, and industry expertise.
03/31/2021
Envestnet | PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients
PMC Broadens Suite of Services for High-Net-Worth Clientele with High-Touch, Customized Portfolio Solutions & Overlay Features
03/31/2021
Forbes names Watt a top woman wealth advisor
Watt offers financial services including retirement and financial planning, estate planning, wealth management, tax planning, business succession planning, and more.
03/30/2021
Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list
Andrea joined UBS Private Wealth Management in 2015.
03/30/2021
Forbes Recognizes Seven Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List
Forbes recognizes the top women advisors in America based on an algorithm of qualitative and quantitative criteria
03/30/2021
Archegos, a family office, brings Nomura and Credit Suisse big losses
More bad news may follow. But the episode already raises disquieting questions
03/30/2021
Western Asset Named Leader in U.S. Institutional Investment Management Service
Western Asset attributes this recognition to the Firm’s distinctive team-based, client-centric approach to investing and service.
03/30/2021
Advisor Group Welcomes Rosenblum Wealth Management
Firm with Locations in New Jersey and Florida Joins Advisor Group through Subsidiary SagePoint Financial
03/30/2021
Are We There Yet? Not Quite by Oppenheimer & Co.
A mixed bag of positive and negative components
03/29/2021
Lombard Odier expands into Brazil with new office in São Paulo
The new office in São Paulo is an important step in the Group’s growth, and reflects Lombard Odier’s objective to have a local market presence to enhance proximity to clients.