08/10/2020
President-proof your wealth, investors warned
The warning from Nigel Green, chief executive and founder of deVere Group, comes with just 84 days to go until the U.S. Presidential election on November 3.
Wealth and Asset Management
08/06/2020
Sanctuary Wealth Expands International Network Capabilities
Merrill Veteran Susan Graybeal Joins Team Offering Partnered Independence to Advisors Working with Offshore Clients
08/06/2020
Canaccord Genuity Group Inc. Reports First Quarter Fiscal 2021 Results
The Company's effective tax rate returned to a normalized level of 22%, following the recognition of deferred tax assets in fiscal 2020 that had previously been unrecognized due to historical losses.
08/06/2020
Bank of America targets $3,000/oz as gold shatters price record
The prediction comes after the precious metal passed the $2,000 mark for the first time.
08/05/2020
Guggenheim Investments Announces August 2020 Closed-End Fund Distributions
The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).
08/05/2020
How To Decide What Your Family Office Should Outsource
Half of these family offices have been established in the last 15 years, fueled by the global rise in the number of ultra-wealthy as well as dissatisfaction with the limitations of the off-the-shelf financial products and services provided by the financia
08/05/2020
Research Findings: How Executives Make Wealth Decisions
The Northern Trust Institute is dedicated to helping executives achieve more with their wealth through tailored strategies backed by research and innovation.
08/04/2020
Morgan Stanley Launches Property & Casualty Insurance for High Net Worth Clients
Firm collaborates with industry-leading insurance brokers HUB International, Marsh Private Client Services, and Willis Towers Watson to offer a comprehensive insurance solution
08/03/2020
What the data tells us about the shape of the US economic recovery
Looking at high-frequency data in the US, the key question is whether momentum in consumer spending can be sustained.
08/03/2020
HSBC Bank Canada Second Quarter 2020 Results
Operating income and expected credit losses show impact of COVID-19, customer deposits up significantly
08/03/2020
Cary Street Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
08/03/2020
FBB Capital Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers
Bethesda-based firm with independent investment management and wealth advisory services makes sixth FT 300 list
08/02/2020
Gold/Silver: the early stages of a long-term bull market
Despite the impressive 30% rally for gold and 70% rally in silver from the March lows, the precious metals are likely still in the early stages of a long-cycle bull market.
08/02/2020
Miyashita named to Forbes list of top next-gen wealth advisers
Miyashita is adjunct faculty and an international conference speaker for the Asia Pacific Association for Fiduciary Studies.
07/31/2020
Growing Smart(ly) in a Way That Matters
Pathstone Announces the Addition of Cornerstone
07/31/2020
Gold has ‘no role’ in portfolio of wealthy clients, says Goldman manager
‘Our view is that gold is only appropriate if you have a very strong view that the U.S. dollar is going to be debased. We don’t have that view,’ says Mossavar-Rahmani
07/31/2020
Hightower Makes Strategic Investment in Private Vista
Private Vista is Hightower's 4th transaction in 2020. Including this transaction, Hightower now has 109 advisory businesses in 33 states.
07/31/2020
Campbell Wealth Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
07/30/2020
Refinitiv acquires Advisor Software Inc., further expanding its digital capabilities for the Wealth Management industry
Acquisition of Advisor Software Inc. further enhances Refinitiv’s digital assets with digital portfolio analysis and advisory capabilities.
07/30/2020
Higher for longer gold prices
Doing so would require that central banks signal higher tolerance for inflation and an ability to stop interest rates from following it upwards.