11/30/2018
Kestra CEO James Poer wants to set the record straight on private equity
The 2016 bankruptcy case of RCS Capital, the firm which had bought Cetera from a past PE backer, does stand as a cautionary tale, he says.
Wealth and Asset Management
11/29/2018
Wealth manager to bolster US footprint
The opening of the Florida office will increase Glenmede’s branch network to eight.
11/29/2018
Wealth manager to bolster US footprint
Glenmede currently works with a strong network of local Florida-based intermediaries and industry professionals.
11/28/2018
Bigger is better in wealth management. Except when it’s not
Consider recent deals by two banks.
11/28/2018
Santander in talks to acquire part of Julius Baer’s LatAm book
Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.
11/28/2018
TMF Group to buy FiduPerú, in deal aimed at expanding LATAM capital markets
TMF Group, a leading provider of high value business services to clients operating and investing globally, is to buy FiduPerú S.A., a Peruvian trust and fiduciary services specialist.
11/27/2018
When investing turns into wealth management
The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.
11/27/2018
Northern Capital Management Joins Kovitz Investment Group
The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.
11/27/2018
RBC ups efforts to recruit women as advisors
The wealth management industry has attempted to attract more women as well as minorities into the profession, which has long been dominated by white men.
11/27/2018
Billionaires Leveraging Up in Case of Downturn, Banker Says
Steiner has expanded Abbot Downing into a $43 billion business since the brand started in 2012, and lending has increased by 5 percent in the past year, according to a spokeswoman.
11/23/2018
BNY Mellon investing in more tech to boost private wealth and institutional business
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
11/21/2018
Cadaret, Grant Expands Wealth Management Platform - Launches Lending Solutions
These advanced lending capabilities will provide Cadaret, Grant advisors with the ability to structure personalized lending solutions to meet the ongoing needs of their high net worth clients
11/20/2018
Why Canada's wealth management sector is ripe for disruption
Martin Pelletier: The banks are now using the disruption in the industry to increase their market share by consolidating the independents
11/20/2018
Signature Family Wealth Advisors Joins Brown Advisory
The combined resources and expertise of Signature and Brown Advisory will enhance the platform for our industry-leading multi-family office service.”
11/20/2018
Florida shop acquired by Forbes family office
Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.
11/20/2018
Sanctuary Wealth Partners Expands its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group
"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”
11/19/2018
One of the Fastest Growing RIA Firms Works with an In-House CPA
CPAs are traditionally compliance-oriented professionals focused on the correct application of tax law to file tax returns.
11/15/2018
SEI Named 'Top OCIO Provider'
Company Recognized for Second Consecutive Year
11/15/2018
LPL Financial Welcomes Levy, Daniel and McGee Wealth Management
McGee said of their decision to associate with LPL: "We chose LPL for their service and support and because we wanted an independent partner that gives us the choice and freedom to serve our clients' best interests, which is fundamental to our b
11/15/2018
Glenmede and Stonehage Fleming agree strategic alliance
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.