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Wealth and Asset Management

08/24/2018

Sanctuary Wealth Partners Acquires Winthrop Capital Management

Purchase Expands Sanctuary’s Holistic Platform to Serve Breakaway Teams in the Independent Market

08/24/2018

Sanctuary Wealth Partners acquires Winthrop Capital Management

Joining Sanctuary is a tremendous opportunity to take our business even further

08/23/2018

UBS Launches Social Impact Funds for Private Clients

The equity fund carries a management fee of 75 basis points, while the fixed income fund carries a 15 basis point fee.

08/23/2018

JPMorgan to lay off 100 in asset management division

The spokeswoman declined to comment on which roles or individuals would be involved.

08/23/2018

What Advisors Need to Know About Business Owners and Millennials

In an interview with ThinkAdvisor, David Murphy of Boston Private debunks a misconception about millennials.

08/23/2018

Six UBS Advisors Named to Forbes List of Top Next-Generation Wealth Advisors

Recognition of exceptional careers in Financial Services

08/22/2018

Wells Fargo pushed wealth advisors to use high-fee products, cross-sell

In mid-July, Yahoo Finance reported on increasing sales pressure in the wealth management sector of Wells’s Private Bank.

08/22/2018

Improving financial and physical health

Engaging and encouraging consumers to improve their financial and physical health.

08/22/2018

SS&C GlobeOp Forward Redemption Indicator at 2.73 per cent for August

The August 2018 reading of 2.73 per cent continues the generally favourable trend in asset retention that we’ve seen over the past year and a half, indicating investor confidence in hedge funds remains high.

08/21/2018

Merrill team managing $235 million goes indie with Raymond James

Mr. O'Mailia worked at Prudential, Smith Barney and Merrill Lynch over his 40-year career.

08/21/2018

Optima Asset Management Recognized as Top Investment Advisor

Clients' Interests Come First at Fee-Only Wealth Management Firm

08/20/2018

Ex-Northwestern Mutual team launch new wealth manager

Moosherr started his career in the industry in 1987 at Chesapeake Securities Research Corporation

08/20/2018

UBS Faces Tough Questions on Wealth Mega-Merger

The move burnishes the standing of Naratil the Swiss bank's U.S. head who returned to New York in 2016.

08/20/2018

Mercer to acquire Pavilion wealth management business

For Pavilion’s clients it will mean access to a global consulting and research operation.

08/20/2018

Lido Advisors Honored as “The Most Influential Wealth Managers in Los Angeles”

Three senior executives included in Los Angeles Business Journal’s annual list

08/20/2018

Wealth managers take wait-and-see approach to tariffs

A recession seems at least a year away, but a full-blown trade war could bring one sooner

08/17/2018

Family Wealth Alliance Announces Best in Industry Awards Finalists

Winners to Be Announced at October 17 Awards Gala

08/17/2018

DJ Van Keuren Announced as a Finalist for The Family Wealth Alliances Best in the Industry Awards

"This comes as a major surprise" said DJ

08/16/2018

JPMorgan private bank boosting staff in Columbus

Chase is the second largest bank in Columbus, according to Business First research.

08/16/2018

Evercore Wealth Management expands US presence

Mr. Palles was previously a Managing Director and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management.

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