11/17/2020
Fidelity Rolls Out Comprehensive Wealth Platform for Advisors
The Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
11/17/2020
How transfer agents are pivoting amid new business realities
The changes in the transfer agency go well beyond supporting business as usual, and in many cases, improvements will be felt long after employees have returned to their offices.
11/15/2020
Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients
11/13/2020
UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
The Goldman Sachs 2020 Partner List
27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.
11/13/2020
Investors often don’t understand the difference between ESG, which highlights three specific pillars (environmental, social and governance) and sustainable stewardship, a more blanket term applied to sustainable investing.
11/13/2020
Total wealth management assets as at September 30, 2020 were $66.1 billion
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.
11/12/2020
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/09/2020
The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.
11/06/2020
Doyle Wealth Management acquired by Canadian firm
Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees
11/05/2020
History In The Making: What Are The Trends Among Family Offices?
The U.S. played a significant role in the peace deal between the UAE and Israel.
11/05/2020
Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing
11/04/2020
The news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
11/03/2020
Many banks and asset managers are slowing hiring or laying off workers throughout the pandemic.
11/03/2020
Expect to pay upwards of $100,000 for citizenship of a Caribbean nation, or over double that for residency in an E.U. country like Portugal.
11/02/2020
Rivals cited as possible Wells Fargo AM suitors
Goldman, J.P. Morgan Chase said to be on list of potential buyers of money manager
10/29/2020
Prudence Urged As Families Transfer Wealth Ahead Of The Biden Blue Wave
Biden has announced several proposals to raise taxes on high-income people and businesses.
10/29/2020
New modules arm complex asset allocators with centralized investment research and analytics capabilities.