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Wealth and Asset Management

01/19/2021

iA Financial launches iA Private Wealth brand

iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform

01/19/2021

To Everything (Turn, Turn Turn) by Oppenheimer & Co.

Vaccine distribution and The Inauguration in Washington move to center stage

01/19/2021

BMO Recognized with 2021 BIG Innovation Awards for Digital Leadership Franç

The bank received an award for its development of a new digital solution aimed at simplifying charitable donations.

01/18/2021

Global Hedge Funds Struggle Even in a More Open China Market

Regulators face battle to attract capital without adding risk

01/18/2021

President Biden - And Now For Something Completely Different

As much as putting money into people’s pockets is essential, they also have to have the confidence to spend it. Hence the stimulus programme must work in tandem with the rollout of the vaccine.

01/16/2021

Citigroup Q4 profit down 7%, revenue drops by 10%

Net Income of $4.6 Billion ($2.08 per Share)

01/16/2021

Exchange Thoughts - 2020 Year In Review: Laying the Groundwork for a Breakout in Active ETFs

Through it all, it was a year for the record books: the U.S. ETF market took in a record $507 billion in new assets through year-end.1 It has been a wild ride for sure, but it could turn out to be just the beginning.

01/16/2021

Merrill’s New Household Growth Fell 40% in 2020–Sources

Account growth totals may have climbed slightly higher in the closing days of the year after the call.

01/15/2021

Rockefeller Capital Management Announces Partnership with PGA Tour Golfer

Mitchell to debut the Rockefeller Capital Management brand at Sony Open in Hawaii this weekend

01/15/2021

North American Wealth Managers Have Not Fully Embraced AI

In addition, 85% of surveyed executives believe AI is more hype than reality.

01/15/2021

Citi Unifies Global Wealth Management Business

“Citi Global Wealth” to Deliver Full Spectrum of Products and Services Globally

01/15/2021

JPMorgan, Nation’s Largest Bank, Posts Record $12.1 Billion Profit–Shattering Expectations Despite Pandemic Highs

The financials industry was one of the hardest-hit sectors during the pandemic

01/15/2021

Hill Investment Group to Join Focus as a Partner Firm, Further Strengthening Focus' Presence in the Midwest

Hill is respected as one of the outstanding boutique, evidence-based firms in the country.

01/15/2021

How firms should handle Spacs as they eye wealth management

Though they have been around in some form since the 1990s, Spacs have grown in popularity in recent years.

01/14/2021

Citi Unifies Global Wealth Management Business

“Citi Global Wealth” to Deliver Full Spectrum of Products and Services Globally

01/14/2021

EFG readies AT1 with eye on capital enhancement

The AT1 is being launched in conjunction with an any-and-all tender offer for EFG's US$400m 5% Tier 2 notes, which mature in 2027 and are callable in April 2022.

01/14/2021

PE-backed Mercer Advisors acquires Rowland Carmichael Advisors

Like Mercer Advisors, RCA is a multi-family office of financial experts who have acquired generations of knowledge and diverse skill sets to provide industry leading financial guidance for their clients.

01/13/2021

Free advice on ESG to encourage clients towards socially responsible investments

In June last year, deVere revealed that 26% of clients around the world are eyeing exposure to or are now part of the ESG megatrend.

01/13/2021

Westwood Holdings Group Selects Northern Trust as Outsourced Trading Partner

Our capabilities are a great fit for an investment manager

01/13/2021

Campden Wealth and GDA Group Announce Strategic Partnership

This partnership between two organizations, once operating in different verticals, signals a new era of portfolio allocation and asset diversification.

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Focus Wealth Management Announces Four Appointments to its Advisory Board

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The Great Wealth Flight: Millionaires Relocate in Record Numbers

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Ex-Goldman wealth veteran focuses on family values

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New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks

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07-01-2025

Antonia Murga appointed Market Head Latin America

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07-01-2025

Northern Trust Asset Management Appoints Head of International and Responsible Investing

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