02/20/2019
Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019
Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms Choose St. Pete /Tampa
Wealth and Asset Management
02/19/2019
When the Ultra-Wealthy Give, It Is ‘Almost Like Starting a Business’
It’s no surprise that the types of charitable causes the two groups support overlap, with education the top cause for both.
02/19/2019
Mercer Advisors acquires $350 million Asset Manager
RIA Acquisition Expands Mercer Advisors' Presence in the Mid-West
02/19/2019
Linda Mack Named Women in Wealth Advocate of the Year at 2019 Private Asset Management Awards
To have been chosen among the other outstanding women shortlisted for this award is truly an honor.
02/18/2019
Multi-Single-Family Offices Are the Future for UHNW Families
A comprehensive look at the past, present and future of family offices.
02/18/2019
Toronto-based multi-family office joins Focus Financial Partners
We expect Prime Quadrant to be a great platform for additional M&A activity in the ultra-high net worth independent space in Canada.
02/18/2019
Exchange Bank expands wealth management business with another acquisition
Joining Exchange Bank from American Trust and Savings Bank are Senior Trust Officer Cathleen Colgan
02/15/2019
Ritholtz Wealth Management launches new advisor conference
The conference will focus on investing and technology, which the firm believes to be ‘the future of wealth management.’
02/15/2019
First Republic extends CEO's contract, but hints at succession plan
The $99 billion-asset private banking and wealth management company said Thursday that Herbert, 73, would remain CEO until Dec. 31, 2021, and serve as executive chairman until the end of 2028.
02/14/2019
HighTower Partners With Green Square Wealth Management
The $2.6 billion fee-only advisory firm brings HighTower's total client assets to $68.6 billion
02/14/2019
Canaccord Genuity Group Reports Third Quarter Fiscal 2019 Results
Revenue of $331.6 million, an increase of 7.2% or $22.2 million from $309.4 million
02/14/2019
Canaccord Genuity Group takes over advisory firm
Agreement brings complementary advisory expertise in Technology and Healthcare sectors and provides capital light and high margin critical mass to the Company's U.S. operations
02/13/2019
Santander Private Banking, named ’Best Private Bank’ in Latin America, Spain, Portugal, Argentina, Chile and Mexico
It won ‘Best Private Banking Overall’ in Latin America and five country awards in its main markets (Spain, Portugal, Mexico, Chile and Argentina).
02/13/2019
Itaú Miami private bank boss plans tech overhaul
One area he is looking to grow is the private bank's assets under management.
02/12/2019
Compass CFO Solutions Client Base Surpasses $20 Billion in AUM
Company reaches key growth milestone by offering CFO and accounting solutions tailored to the wealth management industry
02/12/2019
UBS Forming Business to Service Independent Advisors
The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices and
02/12/2019
PAM AWARDS: Mercer Advisors Awarded Best Private Wealth Manager Over $5 Billion
We are incredibly grateful to receive the Private Asset Management Award for Best Private Wealth Manager
02/11/2019
PAM AWARDS: Key Private Bank Awarded Best Private Wealth Manager Client Service
Key Private Bank receives its second Private Asset Management award for client service
02/11/2019
Foster Dykema Cabot to Join Focus Financial Partners
The transaction is expected to close in the first quarter of 2019, subject to customary closing conditions.
02/11/2019
Lombard International Assurance is adapting with the Millennial wealth evolution
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing