04/03/2019
New York Private Bank & Trust Forms strategic Partnership
Emigrant Partners make minority investment in growing Midwest advisory firm
Wealth and Asset Management
04/02/2019
Beacon Pointe Wealth Advisors Announces Merger with Heller Wealth Advisors
A Foothold in the Tri-State Area: Beacon Pointe's Largest Deal to Date
04/02/2019
Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand
The new brand reinforces the firm's focus on longevity
04/02/2019
New York-based wealth manager takes big step into the retirement plan space
Cerity Partners now advises on more than $21 billion in client assets across 6 locations
04/02/2019
Wealth Management | Selling Advice Rather than Products
Today’s clients have tons of free data but still want financial strategy advice
04/01/2019
HSBC Enhances Two Fixed Income Funds
It is now benchmarked to the Bloomberg Barclays US Aggregate Bond Index.
03/29/2019
Westwood launches Sensible Fees for active investors
“Fees in efficient asset classes should reflect the market rate for beta at a low cost, while aligning active fees to solve for the probability of outperformance and favourable outcomes.”
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/28/2019
Morgan Stanley Wealth Management Names 18 to MAKERS Class of 2019
We congratulate these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients
03/28/2019
‘Where have you been all day?’ Why advisors may be taking unusually long lunches
Consequently, advisory firms are offering more generous non-cash perks and innovative incentives to attract and retain professionals in the tight labor market.
03/28/2019
NBA Star Launches RIA For Sudden Wealth Recipients
We will not only focus on helping athletes manage their money, but all types of sudden wealth recipients
03/28/2019
JPMorgan whistleblowers get $50M from SEC in high-net-worth case
The SEC didn’t name the company involved or the people getting the awards, citing federal law that protects confidentiality.
03/28/2019
Addepar Expands Senior Services Leadership
Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations
03/28/2019
Pitcairn Wins Best Multi-Family Office (Client Initiative) at Family Wealth Report Awards 2019
Firm Also Recognized in Best Overall Multi-Family Office, Thought Leadership and Leading Individual Categories
03/27/2019
Tamarind Partners Receives Two Accolades
Tamarind Partners, Inc. was recognized by the judges for its unstinting contribution to the industry in terms of the quality of the thought leadership among the company's principals.
03/27/2019
Tiedemann Advisors Wins Multiple Family Wealth Report Awards
Excellence recognized across Responsible Investing/ESG/Impact Investing, Best Outsourced CIO and Individual of the Year Categories
03/27/2019
Boeckermann Grafstrom & Mayer Launches Family Office Services Group
Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
NFP To Acquire Bronfman Rothschild
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.