03/18/2022
Why are more family businesses turning back to the family office model?
Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.
Wealth and Asset Management
03/18/2022
Eleven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list
UBS Private Wealth Management has announced that eleven Private Wealth Advisors in firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.
03/18/2022
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Among the team's specialties are helping business owners and corporate executives diversify their assets and prepare for a transition.
03/17/2022
Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors
Newly Added Firms Raise Wealth Enhancement Group's Total Client Assets to $55.1 Billion, Continuing Robust M&A Growth Momentum
03/17/2022
Charles River Launches Tailored Portfolio Solutions to Power Portfolio Personalization at Scale, Integrates Axioma Portfolio OptimizerTM
Tailored Portfolio Solutions addresses the growing industry demand for personalized portfolios.
03/17/2022
EdR WM shuts Uruguay office, pulls out of LatAm
Edmond de Rothschild has closed its representative office based in Montevideo, Uruguay, effectively bringing to an end its presence in Latin America.
03/17/2022
KKR to Aquire Leading Japanese Real Estate Asset Manager
Japan is one of the most important and high-volume real estate markets in the world, and is a market we have been dedicated to investing in with a local team since 2006.
03/17/2022
Wealth Enhancement continues acquisition streak with double deals
It also offers investment services for nonprofits and clients going through divorces and career changes.
03/16/2022
Sixteen J.P. Morgan Wealth Management Advisors Make Barron’s Top 1,200 List
Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
03/16/2022
CI Financial Reports Total Assets of $370.2 Billion for February 2022
All financial amounts in Canadian dollars unless stated otherwise.
03/16/2022
Celent Names Bank of America a Leader in Banking and Wealth Management Innovation
Erica® receives Model Bank Award for Customer Engagement; Client Engagement Workstation from Merrill Lynch Wealth Management receives Model Wealth Manager Award for Emerging Technology
03/16/2022
UBS advisor Michael Carr Jr. earns designation for advising clients in the sports and entertainment industries
He has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list every year since 2019.
03/16/2022
Eton Solutions Recognized as a Family Office Solutions Leader in the 2022 Private Asset Management Awards
Company Wins Top Award for Best Partnership Accounting System and Is Honored in the Best Family Office Service Provider and Best Family Office Technology Platform Categories
03/16/2022
J.P. Morgan agrees to acquire Global Shares, a leading provider of share plan management software
Acquisition will bolster the range of services offered to corporate clients and creates a new client acquisition channel for J.P. Morgan's wealth management businesses
03/16/2022
Edward Jones Accelerates Journey Toward Human-centered Complete Wealth Management
Announces Investments Designed to Deliver Enhanced Client and Branch Experiences
03/15/2022
Stratos Wealth Enterprises Announces Strategic Investment in Georgia-Based Wealth Manager
Investment to Deepen Partnership with Robert Patti, a financial advisor with Stratos Wealth Partners since 2013
03/15/2022
10 Northwestern Mutual Advisors Named Among Nation's Best in Latest Barron's Ranking
Driven by the efforts of Northwestern Mutual's advisors, the Barron's distinction follows a year of record-setting business results at the company.
03/15/2022
Canada-based Fairfax may sell stake in IIFL Wealth Management: Report
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
03/15/2022
Macquarie Asset Management acquires Central Park Group
Central Park Group will form the cornerstone of Macquarie’s efforts to serve US high-net-worth investor demand for alternative investments.
03/15/2022
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies