09/16/2021
The Ultra-Wealthy Say Their Money Is Essential To Fighting Climate Change
The ultra-wealthy feel the—and their money—can help fight climate change, according to a new survey.
Wealth and Asset Management
09/16/2021
JTC Acquires US Fund Services Business
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/15/2021
NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint
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
Adhesion Wealth Takes Home Industry Award for Model Marketplaces
Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges.
09/15/2021
Pictet's thematic private equity fund draws $350m
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
09/15/2021
Shift from third-party products not “dramatic” says TD wealth head
TD is one of several banks that is focusing on its own products and ending third-party offerings
09/14/2021
Shoreline Wealth Management Launches
They are joined by office support staff member Brittany Forte.
09/14/2021
Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office
Winners were selected from more than 900 entries received from more than 340 companies.
09/14/2021
J.P. Morgan Wealth Management Eliminates Upfront Fee on 529 Plans
Industry-leading commitment makes education investing more accessible
09/14/2021
Hunt for small asset management deals hottest since 2007
Groups eschew big complicated acquisitions that come with integration problems and risks
09/14/2021
Investors turn bearish on global economy though positioning upbeat - BofA survey
Rare disconnect between asset prices, fundamentals
09/14/2021
CI Financial aquires Silicon Valley wealth management firm
It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.
09/14/2021
Morgan Stanley at Work and Empower Retirement Join Forces
The Empower partnership will expand Morgan Stanley at Work’s ability to serve advisor-sold plans under $50 million in assets with comprehensive retirement solutions to attract and retain talent.
09/14/2021
UBS’s Naratil Doesn’t Rule Out M&A to Grow U.S. Wealth Biz
Naratil said UBS may have historically missed out on around 500 basis points in pre-tax profit margin because of its smaller size, but the productivity gains it has made recently have narrowed that gap to about 300.
09/13/2021
SignatureFD’s Heather Robertson Fortner Named CEO of the Year by WealthManagement.com
This is a testament to Heather’s leadership and ability to shepherd an organization through challenge and change.
09/13/2021
iCapital and Grayscale Partner on Crypto Access
Partnership will meet growing investor demand for burgeoning asset class
09/10/2021
Four UBS advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List
We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list
09/10/2021
Key Family Wealth Business Advisory Services Awarded Best Client Intiative For A Family Office From WealthManagement.com
The award recognizes the achievements of Key Family Wealth's Business Advisory Services which has helped dozens of owners successfully transition their privately held businesses over the past several years.
09/09/2021
Forbes recognizes Terry Cook on America’s Top Wealth Advisors 2021
Cook is one of only three wealth advisors in Washington state to crack the top 100 list.
09/09/2021
Apella Capital to Establish Partnership with Wealth Partners Capital Group
Connecticut-based RIA will receive investment to fuel acquisition-based growth