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
07/06/2021
With the acquisition of Boston Private, SVB Private Banking & Wealth Management provides the guidance and solutions that fuel its clients to build wealth and expand opportunities for today and tomorrow.
07/06/2021
Bank has made almost as many acquisitions this year as in the whole of 2020
07/05/2021
The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.
07/04/2021
The lack of growth momentum and limited signs of corporate earnings momentum have hampered market performance.