08/21/2019
Bluespring Wealth Partners acquires Asset Manager
Led by Daniel G LeScoezec, CHFC, President, who has over three decades of financial services experience.
Wealth and Asset Management
08/21/2019
RBC Q3 helped by personal & commercial banking, wealth management
Compared to last quarter, net income was up $33 million with higher earnings in Personal & Commercial Banking, Wealth Management and Insurance, largely offset by lower earnings in Capital Markets and Investor & Treasury Services.
08/20/2019
Pictet assembles new LatAm team led by ex-Julius Baer banker
Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.
08/20/2019
Revealed – which firms the wealthy choose for insurance
Of the more than 600 respondents, 121 were emerging HNWI from the UK; 197, HNWI (UK); 87, emerging HNWI (US); and 227, HNWI (US).
08/20/2019
HighTower Makes Strategic Investment in Wealth Manager
Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.
08/20/2019
Bluespring Wealth Partners Acquires Hickory Asset Management
RIA chooses Bluespring Wealth Partners as succession partner
08/19/2019
Signature Bank Named to Inc. Magazine's List of America's Fastest-Growing Private Companies--the Inc. 5000
The companies on this year's Inc. 5000 have followed so many different paths to success
08/19/2019
Single Family Office Market Expected to Witness the Highest Growth 2025 with Top Key Players
In addition to investment management, some Family Offices provide personal services such as managing household staff and making travel arrangements.
08/15/2019
Cetera Financial Group adds 1,000 advisers, $19 billion in assets so far in 2019
The broker-dealer network is adding both new and experienced advisers
08/15/2019
LPL Financial Selects Wealthbox CRM for Vendor Affinity Program
Vendors are selected for inclusion in the program based in part on the interest of LPL-affiliated advisors as well as technology security and compliance requirements.
08/14/2019
Mercer Advisors acquires wealth manager
David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli
08/14/2019
Van Leeuwen & Company wins Best Boutique Wealth Management Firm
The Wealth & Money Management Awards are determined by a rigorous and objective vetting process that measures the team's expertise within the wealth management industry, dedication to customer service and commitment to excellence within their com
08/14/2019
Raymond James pumps out recruiting loans. Will advisors bite?
Of the firm’s current formal offers, $128 million consisted of unfunded commitments to prospective hires who had accepted positions with Raymond James.
08/14/2019
Forbes Magazine recognizes 25 Bham professionals in wealth advisers list
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data that weighs factors like in-person interviews, industry experience, compliance records, revenue produced and assets under managem
08/13/2019
UBS Private Wealth Advisor Named to Forbes' List of Top Next Gen Wealth Advisors
Recognition of an exceptional career in Financial Services
08/12/2019
Integris Aviation Consultancy expands to serve Family Offices
The move represents a strategic shift in the broker market where private aviation users, the consumer side of the market, demand more of those who help them acquire and sell their aviation fleets.
08/09/2019
Two Important Real Estate Lessons For The Family Office
Tax-wise, the most significant benefits available to investors are the 1031 exchange and 721 exchange.
08/09/2019
LPL Financial Welcomes Lumen Financial Planning & Wealth Management
Fakoury named his Camden, S.C. firm Lumen to represent his approach to planning support by shining a light on clients’ finances through education and earnest wealth management.
08/08/2019
Newest Carson Partner is California’s Parsons Wealth Management
Parsons had reached a point where they realized they would need to either run their investment business through their own RIA, become a hybrid or join a team like Carson.
08/08/2019
Intertrust expands its services in the US
The expansion leverages Funds Services technology adopted through Intertrust's recent acquisition of Viteos, as well as new proprietary software developed in-house, providing clear, user-friendly, and secure access to global entity management.