09/08/2021
Hightower makes sixth deal in 2021
The $1.5 billion advisory business will leverage Hightower's organic growth offerings.
Wealth and Asset Management
09/08/2021
Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution
Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves
09/07/2021
State Street to Acquire Brown Brothers Harriman Investor Services
The acquisition is expected to be accretive to earnings per share in year 1.2
09/06/2021
Sanctuary Wealth Welcomes Crosswaters Wealth Management
10th Merrill breakaway this year adds Oregon office and $230 million AUA to Sanctuary's continually expanding network
09/03/2021
Family offices should review their outbound investment structures
Family offices are the private investment vehicles that currently report the highest growth.
09/03/2021
Seven Ameriprise Financial Advisors Named to the Forbes “America’s Top Wealth Advisors” List
The honor is a testament to their unwavering focus on helping clients achieve their goals by harnessing the broad capabilities and support we offer at Ameriprise.
09/02/2021
Wealth Advisory Firm joins Focus Financial Partners
Ancora will significantly expand Focus’ presence in the Midwest high net worth market.
09/02/2021
UBS Offers U.S. Advisors «Golden Hellos»
One tool used to poach staff is so-called «forgivable cash loans», which are nothing more than advance payments.
09/02/2021
UBS Lifts U.S. Ultra-Wealthy Bankers
UBS is promoting several private bankers in its business with U.S. wealthy.
09/01/2021
EP Wealth Advisors Acquires Homewood Capital Management
The acquisition expands EP Wealth’s footprint in the Greater San Francisco region and enhances its overall financial planning expertise
09/01/2021
The Top Three Benefits Of Establishing A Family Office
One of the main advantages of having a family office is that you have a dedicated team that analyzes and tracks your investments.
09/01/2021
AllianceBernstein Forms Partnership with LSV Advisors
Prior to LSV, from 2002 to 2005, David Tisch served as a Director at Deutsche Bank, where he helped grow the DB Advisors, LLC platform.
09/01/2021
Pure Financial Advisors Establishes Partnership with Lee Equity Partners
"We started the firm in order to provide family office type services to the mass affluent,"
08/31/2021
Fieldpoint Private Unveils Its New Look
Modern new identity and website signal the firm’s transformation and expansion
08/31/2021
Mariner Wealth Advisors Outfits its Financial Advisors Firmwide with Riskalyze Elite
The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.
08/31/2021
Heritage Financial Honored As One of America's Top Wealth Advisors
The 2021 list includes 250 advisors who collectively manage hundreds of billions of dollars in client assets.
08/31/2021
SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum
08/30/2021
Two UBS Advisors Named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.
08/30/2021
Wealth firms are missing a chance to engage with young investors
New analysis reveals strong interest in financial matters, offering opportunity for advisors
08/27/2021
Richardson Wealth to adopt Fidelity Clearing’s advisor tech platform
The platform will provide custody, clearing and trade settlement services