02/26/2024
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
Wintrust Plans to Transition Two of its Wealth Management Businesses to LPL’s Institution Services Platform.
Wealth and Asset Management
02/26/2024
Blackstone CEO Schwarzman collected $1.4b last year
Blackstone slowed its pace of cashing out of deals last year, as would-be buyers stayed on the sidelines and high interest rates curbed valuations.
02/26/2024
Keebeck Wealth Management and iCapital team to expand investing opportunities
Keebeck Wealth Management and iCapital collaborate to increase family and entrepreneur investment options.
02/23/2024
Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-In-State
This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.
02/23/2024
Morgan Stanley wealth chief touts the benefits of being big
Morgan Stanley COO Jed Finn touted his wealth management team’s multiple advantages over rivals at this week's Bank of America Financial Services conference in Miami.
02/23/2024
JPMorgan CEO Dimon sells about $150 million of his shares, SEC filing says
The sale is not related to leadership succession and the bank chief had no current plans to sell more stock, but could consider doing so in the future, a company spokesperson said in October.
02/22/2024
Blair White Group named to Forbes best wealth management teams list
Merrill Lynch has served the community with an office in Wilson since 1923.
02/22/2024
SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence
Strategic Investment and Partnership Fosters Industry Talent, Innovation, and Growth
02/22/2024
Wealth Management: Baker Tilly Partners with Wealthtech Addepar to Diversify Revenue Streams
They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.
02/22/2024
PUER Joins Campden Wealth As a Corporate Partner to Provide Multigenerational Health Resources
PUER is joining the Campden Wealth community as one of Campden Wealth's select corporate partners for 2024.
02/21/2024
J.P. Morgan Private Bank grows presence in Scotland
The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.
02/21/2024
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families
02/21/2024
HSBC Holdings plc Annual Results 2023
This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.
02/21/2024
Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs
The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions.
02/21/2024
UBS Wealth Management pushes back Fed rate-cut forecast to June
U.S. consumer prices rose more than expected in January amid a surge in the cost of rental housing, recent data showed, while job growth accelerated and wages increased by the most in nearly two years.
02/20/2024
Goldman Sachs Asset Management unveils innovative Global Green Bond ETF
The Fund’s introduction is a strategic move by Goldman Sachs Asset Management to build upon its active green bond offering.
02/20/2024
CI Financial Reports Total Assets of $450.8 Billion for January 2024
All financial amounts in Canadian dollars unless stated otherwise.
02/19/2024
Dissatisfied Citi Forces New Telephone Drill on Private Bankers
The new rules are part of efforts to boost the wealth management business.
02/19/2024
Hilton Group named to Forbes Best-in-State Wealth Management Teams list
The Hilton Group recognized by Forbes for second year in a row
02/16/2024
Perigon Buys $425M Prudeo Partners
The deal is Perigon’s first acquisition after selling a minority stake to Karl Heckenberg’s RIA-focused investment venture.