05/15/2020
What it takes to break into the UHNW segment
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
Wealth and Asset Management
05/14/2020
UBS Private Wealth Advisor David W. Ellis III Named to the 2020 Barron’s Top Advisor List
Honor recognizes an exceptional career in financial services
05/14/2020
A Decade of Wealth: A Review of the Past 10 Years in Wealth and a Look Toward the Decade to Come
Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth individuals
05/13/2020
Foundations of gold by Rathbones
Prices were volatile following a surge in the dollar and speculation that investors were selling their safest investments
05/13/2020
Envestnet partners with Canaccord Genuity Wealth Management
Our partnership with Envestnet puts Canaccord Genuity at the forefront of wealth management in Canada
05/13/2020
Sanctuary Wealth Launches Advisor Solutions Group
Acquisition of Northview Asset Management creates shared resources and expertise to benefit entire network through new Sanctuary Advisor Solutions Group
05/13/2020
Morgan Stanley’s wealth management business handed $5 million fine
MSSB has agreed to pay a $5 million penalty that will be distributed to harmed investors.
05/13/2020
How Far Will Asset Management Pay Fall?
Johnson Associates projects steep declines in asset management compensation, with hedge funds spared from some of the pain.
05/11/2020
How Bill Ackman Sources New Investment Ideas
“As the business has matured, and I really think it’s a credit to the team and the maturity of the business, many ideas are sourced from members of the team,” Ackman said.
05/10/2020
Indosuez Miami turns to China as hedge for LatAm clients
I do believe that there is a strong need to have exposure to Chinese currency
05/10/2020
The COVID-19 Investor Pulse Check Series
What is the impact of the crisis on investors’ expectations for the US economy, stock market, and business leaders?
05/08/2020
Envestnet Reports First Quarter 2020 Financial Results
As we move forward, we are well positioned to help our clients navigate our new landscape.
05/07/2020
CI Financial reports assets under management for April 2020 and announces completion of One Capital Management acquisition
CI's practice is to report preliminary statistics at each month-end. As a result, statistics for prior periods may not match those previously reported.
05/06/2020
Emigrant Partners Takes Stake in Parallel Advisors
This Parallel/Emigrant combination will also empower us to offer true partnership opportunities through economic incentives and our collaborative culture to attractand retain more of the highest caliber advisors in the industry.
05/06/2020
Hightower Makes Strategic Investment In $1.4B Ohio Advisory Firm
Cincinnati advisory business, with $1.4 billion AUM finds synergy with Hightower's culture and focus on growth
05/06/2020
Milestone Wealth Management Aligns With Purpose Advisor Solutions
Milestone Wealth Management Continues to build out their Wealth Offering through Partnership with Purpose Advisor Solutions
05/06/2020
Wealthy investors are holding more cash, UBS says they're wrong
Wealth manager says that now is the time to diversify into riskier, higher-yield asset classes rather than head to the hills
05/05/2020
Kingswood acquires Californian wealth management firm
As permitted within the original Sale and Purchase agreement, the remaining Chalice shareholder has exercised their put option over the remaining 15% interest, so on closing Chalice is now wholly owned by Kingswood.
05/05/2020
Forbes Recognizes Five Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List
Forbes' Top Women Wealth Advisors list names the top women advisors in America based on an algorithm of qualitative and quantitative criteria
05/05/2020
People Over Products: Why Private Banks Should Focus On Relationships, Not Sales
A PwC report notes that firms are increasingly moving toward a new model of wealth management