04/13/2021
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.
04/13/2021
The report attributed the record setting activity to several factors, including strong market conditions, increased competition from buyers and favorable deals for sellers.
04/13/2021
"JaQ is just the kind of advisor that we built Carson Partners to serve,"
04/13/2021
An industry veteran in capital markets, Page joins Carson from KCB Private Equity in Pasadena, Calif., where he led investment development, deal sourcing and origination.
04/12/2021
As part of the transaction, BMO and Columbia Threadneedle will also establish a strategic relationship to offer BMO's North American Wealth Management clients opportunities
04/12/2021
Mainstream Group’s fund and superannuation services complement SS&C’s extensive administration offerings in Australia and throughout the world and demonstrate great revenue growth potential.
04/09/2021
Atria broker-dealer assets increase to nearly $95 billion of AUA
04/09/2021
Julius Baer’s Global Wealth and Lifestyle Report 2021 explores the evolving world of high-end consumption.
04/09/2021
Now, simply sticking to your financial plan and remaining invested for the long-term will lower your advisory fees at Ithaca Wealth Management, regardless of your account size.
04/09/2021
The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.
04/09/2021
The average age of financial advisors has been rising as fewer graduates opt to go down that route
04/08/2021
This acquisition confirms IQ-EQ’s commitment to the U.S. market and takes the Group one-step closer to achieving its strategic objective of becoming the leading independent investor services provider globally.
04/08/2021
This award further honors their outstanding achievements, commitment and dedication to clients
04/07/2021
Coming on the heels of Drive Wealth Advisors' 2020 Fastest-Growing Investment Advisory Firm award from CityWire RIA magazine
04/06/2021
The burgeoning wealth management unit is a spinoff of the family office of the same name
04/06/2021
He started in business as a systems analyst, saying it was really a job that required him to translate between those who write code and those who need new computer systems.
04/06/2021
The Richest in 2021
04/06/2021
FNZ and State Street are collaborating on FNZ Trust Company, a new wealth manager servicing venture, with a majority stake acquired by FNZ in State Street’s Wealth Manager Services business and a minority interest retained by State Street.
04/06/2021
Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.
04/06/2021
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.