07/13/2021
Nearly a decade earlier, Captrust expanded its initial acquisition focus on retirement plan firms to wealth management practices as well, Rush Benton, the firm’s senior director for strategic growth, said in an interview.
07/13/2021
The recruiting binge comes as South Florida takes on an increasingly important role in the wealth management industry.
07/13/2021
Lower US 10 year yields due to technicals – inflation still alive
07/13/2021
Expands access to personalization and tax-management capabilities for wealth separately managed accounts
07/13/2021
Envestnet to provide access to a curated menu of alternative investments by UBS and iCapital Network through new Alternatives Exchange, leveraging iCapital's turnkey technology solution
07/12/2021
This differs from most wealth managers who tend to steer clients toward what they view as best-of-breed managers outside their firms.
07/12/2021
The Agreus Survey revealed that 29% of Family Offices invested in new geographical regions over the last 12 months with Asia being the most popular investment spot.
07/11/2021
Banks say the wealthy are borrowing more than ever, using low-interest loans backed by their investments
07/09/2021
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients
07/09/2021
The July Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.2%, which is equal to June's 7520 rate, but is significantly higher than the 7520 rate of 0.6% in July of 2020.
07/09/2021
"NNP has built a notable practice in South Carolina, a state where we have long had clients, and are excited to now have a physical presence,"
07/08/2021
After closing on the M&A deal, Colony will have a total of 16 offices nationwide and over 275 team members.
07/08/2021
Strong Net Flows—Especially from Retail Investors—and Market Growth Led to $103 Trillion in Assets Under Management by the End of 2020, Although Profits Remained Flat, Says New Report by Boston Consulting Group
07/08/2021
Since the acquisition of Naples Wealth Planning, the combined firms have had great success in recruiting key advisors in affluent communities.
07/08/2021
Terms of the acquisition were not publicly disclosed.
07/08/2021
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to exceed $37 billion.
07/07/2021
The company has more than 3,000 customers in more than 100 countries.
07/07/2021
Wealthy Americans tend to be less globally mobile than their counterparts around the world.
07/07/2021
Follows Broadridge's investment in TIFIN's Series B round in April
07/07/2021
Former Merrill Lynch Advisors go independent with assistance from TruClarity Wealth Advisors