03/04/2021
Greed driving retail investors into riskier assets: Money manager
I want to be in on SPACs, I want to be in on crypto, I want to be in on the hot new issue.
Wealth and Asset Management
03/04/2021
JP Morgan Reportedly Shutters its Wealth Management Business in Mexico
Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.
03/03/2021
Forbes Ranks Jeffrey Fratarcangeli The Top Private Wealth Advisor In Michigan
It's a privilege to help them navigate life's key milestones and to accomplish their financial goals while preserving their wealth for future generations of their family.
03/03/2021
Broadridge Next-Gen Technology Adoption Survey
Financial services leaders are taking steps to gain a clear advantage.
03/02/2021
Guardian Capital Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business
Both will continue to work together across Guardian’s Wealth Management platforms, leveraging all of Guardian to bring leading solutions to its clients and partners.
03/02/2021
Morgan Stanley Closes Acquisition of Eaton Vance
“We are excited to welcome Eaton Vance. Our combined organization is exceptionally well positioned to deliver differentiated value to our clients and growth opportunities for our employees,”
03/02/2021
Atlantic Union Bank Rebrands Wealth Management Division
Atlantic Union Bank Wealth Management provides a life-centered approach to working with families, individuals and institutions.
03/02/2021
Are we in a global stock market bubble?
At US$275bn, Toyota, the next-largest auto company, has forecast 2022 sales around four times those of Tesla, yet its market valuation is less than a third of Musk’s behemoth*.
03/01/2021
Can You Endure the Duration?
Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.
02/26/2021
Northern Trust Announces Wealth Management Leadership Changes
These leadership transitions continue to build on the extraordinary talent and expertise across our Wealth Management business.
02/26/2021
Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida
Financial employees join migration to the Sunshine State
02/26/2021
Focus Financial Partners Announced that Matheys Lane Capital Management Will Join Partner Firm SCS Financial, Expanding SCS's Presence in the Ultra-High Net Worth Market
Gaining access to SCS's infrastructure, resources and deep bench of talent will enhance Matheys Lane's current service offerings and promote continuity for its clients.
02/26/2021
Two UBS Private Wealth Advisors Named to Forbes/SHOOK Best-In-State Wealth Advisors List
“Their team continues to make a profound impact on their clients’ lives, and being named to this list for the third year in a row is reflective of their outstanding work.”
02/26/2021
Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard
Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.
02/26/2021
Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors
A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.
02/26/2021
Banks carve out gains from wealth management, mortgages even as some sectors languish
“There is an element to it that is related to the frenzy that everybody saw,” said Gagnon on Wednesday.
02/25/2021
Succession planning trends for LatAm (U)HNW individuals and families
Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.
02/24/2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm
Offering an array of products and services for high-net-worth and ultra-high net worth clients, Rockefeller Capital Management has the welcome mat out for elite advisors nationwide.
02/24/2021
HSBC wealth management revenues fall
The firm added that it would invest close to $6bn in its wealth management and international wholesale banking businesses over the next five years, with most of the investment directed toward Asia.
02/24/2021
Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”
Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.