04/16/2021
Family Offices Targeting 800% Returns With SPAC Economics
The SPAC boom has attracted financiers, former politicians, athletes and celebrities willing to use their fame to attract retail and institutional investment.
Wealth and Asset Management
04/15/2021
Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC
The firm also offers a built-in succession plan solution so that financial professionals have peace-of-mind in the event of an unforeseen exit or retirement from the business.
04/15/2021
IG Wealth Management Enhances Client Diversification with New iProfile Private Investment Mandate
The iProfile Private Portfolios are managed solutions that provide individuals with the same institutional wealth management and diversification opportunities as large pools of capital, such as pension funds.
04/15/2021
Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
04/15/2021
First Republic Reports First Quarter 2021 Results
Revenues Increased 24% Year-Over-Year Tangible Book Value Per Share Increased 14.5% Year-Over-Year 10% Quarterly Dividend Increase Marks 10th Consecutive Year of Dividend Increases
04/15/2021
Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company
Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)
04/15/2021
Citigroup profit triples on reserve release, to exit some consumer unit
Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.
04/14/2021
A Focus on Intergenerational Leadership in Family Offices
With the coronavirus pandemic accelerating digital transformation in every home and Family Office
04/14/2021
Canaccord Prepared to Raise Offer for RF Capital, CEO Says
The current proposal values RF at C$367 million ($292 million).
04/14/2021
Goldman Sachs profit soars on global deals frenzy, trading boom
Total revenue more than doubled to $17.7 billion in the quarter, while financial advisory revenue came in at $1.1 billion.
04/13/2021
Pacific Asset Management teams with BlackRock to launch five additional multi-asset model portfolios
For large advisers and consolidators, this 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulat
04/13/2021
Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
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
Wealth Management M&A Activity Hits Record High In First Quarter
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
Jacqueline Campbell's Alexander Legacy Private Wealth Management Joins Carson Partners
"JaQ is just the kind of advisor that we built Carson Partners to serve,"
04/13/2021
Carson Group Appoints Vice President of Mergers and Acquisitions
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
BMO refocuses Wealth Management business for North American growth, announces sale of EMEA Asset Management business
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
SS&C Offers to Acquire Mainstream Group
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 Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.
Atria broker-dealer assets increase to nearly $95 billion of AUA
04/09/2021
Global Wealth and Lifestyle Report 2021: Key Findings
Julius Baer’s Global Wealth and Lifestyle Report 2021 explores the evolving world of high-end consumption.
04/09/2021
Ithaca Wealth Management Announces Launch of Innovative Auto-Pilot Pricing Platform to Celebrate its One-Year Anniversary
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.