04/08/2019
JP Morgan to Add 1,000 Financial Advisors
In particular, the firm is looking to expand in high-growth areas such as China, according to the annual report.
Wealth and Asset Management
04/08/2019
Catalyst merges with Sionic Advisors
Market-leading financial services firms set to create global specialist consultancy
04/08/2019
Wealth Enhancement Group continues buying spree
Lightyear Capital-Backed Wealth Management Firm's Third Acquisition in Greater Philadelphia Area Adds Significant Incremental Scale to Regional Footprint
04/08/2019
Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C
The same is happening in financial services outsourcing.
04/05/2019
J.P. Morgan CEO calls for ‘Marshall Plan for America,' floats higher taxes on wealthy
"Republicans need to acknowledge that America should and can afford to provide a proper safety net for our elderly, our sick and our poor, as well as help create an environment that generates more opportunities and more income for more Americans.
04/05/2019
Broadridge Launches Securities Lending Assessment Solution for Mutual Funds
The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.
04/05/2019
MCM Wealth Unveils New Website for Protective Alternative Investments
Wealth Management Firm Helps Investors Build Portfolios That Perform Well in All Market Conditions
04/05/2019
JPMorgan’s Wealth Target: 6,500 Advisors by Year-End
The majority are bank branch-based advisors in its mass-affluent Chase Private Client group, with about 2,800 additional advisers on JPMorgan Private Bank or J.P. Morgan Securities teams servicing high- and ultra-high-net worth clients.
04/04/2019
UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State
Michael has over 30 years of experience and is the founder of The Matthews Group at UBS.
04/04/2019
Asia’s global families and ESG driving Canadian private bank
Royal Bank of Canada Wealth Management sees the Asian wealth market as a key plank for a true global product offering, with the next generation of wealth holding different values
04/03/2019
New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners
The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.
04/03/2019
Cerity Partners Acquires Blue Prairie Group, Creating $21 Billion RIA
Cerity Partners was founded in 2009 with the mission to positively impact the financial wellbeing of its clients
04/03/2019
Nicola Wealth Unveils a New Brand Positioning as It Celebrates 25 Years of Serving Clients
This is an exciting moment in the evolution of our firm,” says President David Sung.
04/03/2019
New York Private Bank & Trust Forms strategic Partnership
Emigrant Partners make minority investment in growing Midwest advisory firm
04/02/2019
Beacon Pointe Wealth Advisors Announces Merger with Heller Wealth Advisors
A Foothold in the Tri-State Area: Beacon Pointe's Largest Deal to Date
04/02/2019
Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand
The new brand reinforces the firm's focus on longevity
04/02/2019
New York-based wealth manager takes big step into the retirement plan space
Cerity Partners now advises on more than $21 billion in client assets across 6 locations
04/02/2019
Wealth Management | Selling Advice Rather than Products
Today’s clients have tons of free data but still want financial strategy advice
04/01/2019
HSBC Enhances Two Fixed Income Funds
It is now benchmarked to the Bloomberg Barclays US Aggregate Bond Index.
03/29/2019
Westwood launches Sensible Fees for active investors
“Fees in efficient asset classes should reflect the market rate for beta at a low cost, while aligning active fees to solve for the probability of outperformance and favourable outcomes.”