11/20/2018
"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”
11/19/2018
CPAs are traditionally compliance-oriented professionals focused on the correct application of tax law to file tax returns.
11/15/2018
Company Recognized for Second Consecutive Year
11/15/2018
McGee said of their decision to associate with LPL: "We chose LPL for their service and support and because we wanted an independent partner that gives us the choice and freedom to serve our clients' best interests, which is fundamental to our b
11/15/2018
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
11/14/2018
The office has eight employees and is led by Scott Canuel, a former national managing director at PNC Financial Services Group Inc. who oversaw wealth management for the Annapolis area and the Eastern Shore.
11/14/2018
Investment firm Alexandria Capital has partnered with specialist investment manager Eagle Point Credit Management (Eagle Point) to provide access to collateralised loan obligation (CLO) investments via its family office and high net worth client platform.
11/13/2018
enTrust Wealth Advisors, LLC has officially launched as an independent SEC-Registered Investment Advisor (RIA).
11/13/2018
A new job role will be created to manage the merged unit, which does not yet have a name.
11/09/2018
Leaders of the three units, who have not yet been named, will report to Jon Weiss, head of wealth and investment management.
11/09/2018
Mutual funds and ETFs both recognized
11/09/2018
The Financial Times Group Awards Northern Trust with Best Private Bank for Family Offices Globally and Best Private Bank for Customer Service in the U.S.
11/09/2018
Employees of Rocaton will continue to operate from their existing Norwalk base following completion of the acquisition.
11/09/2018
The new firm is the RIA boutique arm of E. Cohen and will combine wealth management and financial planning offerings with E. Cohen’s tax planning and accounting services.
11/09/2018
Milwaukee-Based Investment Adviser Further Enhances First Midwest’s Wealth Management Business
11/08/2018
From working with accredited investors in a broker-dealer to then advising in a management consulting firm, Rosplock's career has progressed and evolved.
11/08/2018
Citi Private Bank obtains top honour as well as upholding Best Private Bank for Customer Service title
11/06/2018
To be named to this inaugural list recognizes his exceptional dedication, accomplishments and expertise in meeting client expectations.
11/06/2018
RIA Acquisition Expands Mercer's Presence in the Northeast & Southeast And Expands Personnel
11/06/2018
“We are extremely honored that Paul and David chose Sanctuary as their partner to help launch Navis Wealth Management,” says Jim Dickson, President and Founder of Sanctuary.