10/02/2018
Sanctuary Wealth Partners rolls out red carpet for breakaway brokers
Five deals in five months lift fledgling hybrid RIA to $5.5 billion
Wealth and Asset Management
09/28/2018
UBS Private Wealth Advisor John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
JPMorgan Chase to Add 35 Branches in Florida in Next Three Years
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
09/28/2018
Exotic and Vintage Cars: A Passion That Can Build HNW Client Relationships
To build client relationships with HNW auto enthusiasts, wealth managers are not required to know current market values of specific marques
09/27/2018
John Hancock picks Pictet for new thematic fund
It will be managed by Pictet Asset Management’s Hans Peter Portner who heads the firm’s thematic equities team and Gertjan Van Der Geer, who is a senior investment manager on the thematic equities team.
09/26/2018
Ex-Soros PM to Convert Hedge Funds to Family Office
Randall Yuen will shut down Jafra Capital Management’s long-short funds at the end of this month after just two years.
09/26/2018
Fiduciary Trust Wins Industry Award
Fiduciary Trust's trust and estate professionals fulfill trustee and executor responsibilities that multiple generations of high-net-worth families can rely upon.
09/26/2018
Titleist Asset Management Announces Merger Expansion Into New York
Franck Cushner CFP® will oversee operations in the New York market in his role as Director for Titleist Asset Management.
09/26/2018
Adviser Investments Among Barron’s ‘Top Independent Wealth Advisors’ for Sixth Consecutive Year
The Barron’s rankings serve as an industry scorecard for wealth management professionals and a resource for individual investors seeking financial guidance and wealth management.
09/26/2018
Spouting Rock Financial Partners Launches Asset Management Group
Brings Family Office Investment Approach to Retail Investors
09/26/2018
World Finance announces winners of Wealth Management Awards 2018
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/25/2018
Private Ocean Acquires Fellow Bay Area RIA to Create $2.2 Billion Firm
Greg Friedman’s well-known RIA has agreed to acquire Mosaic Financial Partners, founded by Norm Boone
09/25/2018
Global Single-Family Offices Are Increasingly Leveraging Cross-Border Tax Arbitrage Opportunities
With an intense focus among leading tax and investment authorities on cross-border tax arbitrage opportunities, some of the strategies are being reworked to benefit less wealthy families.
09/25/2018
LPL Poaches Another Cetera Team
The Financial Planning Department, an all-women team with $180 million in assets, is the second Cetera team to jump to LPL in as many weeks.
09/21/2018
Rothschild Merchant Banking Closes First US Private Equity Fund with Total Capital Commitments in Excess of $655 Million
Five Arrows Capital Partners completes fundraising above target
09/21/2018
1-Year-Old Cresset Surpasses $3 Billion AUM
Cresset provides its clients with access to sophisticated investment strategies and planning, the next evolution of family office services, private direct investments, and open source credit solutions arranged by Cresset's Chief Credit Officer.
09/20/2018
Peter Bermont Named To Forbes List Of Top Wealth Advisors
The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.
09/20/2018
RBC Wealth Management Launches First National Ad Campaign
Later this year, RBC plans to use its advisors in select markets to personalize the campaign by sharing their RBC Wealth Management story.
09/20/2018
Barron’s Places Destination Wealth Management’s Michael Yoshikami in its Nationwide Top 100 List
For the 10th straight year, Michael Yoshikami has once again made the list of top advisors recognized by Barron’s.
09/18/2018
Captrust, prominent 401(k) advice firm, ramps up its wealth management business
Captrust's CEO wants to grow the firm's annual revenue from wealth management to 50%, up from 30%, within five years