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
Wealth and Asset Management
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.
03/25/2019
Global investor services provider rebrands
Our new name unifies our brands under a unique and vibrant new identity. It bonds our staff under one promise: global technical expertise combined with a deep understanding of the needs of our clients.
03/25/2019
Onex swoops on wealth manager
Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada
03/25/2019
UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings
We have been evaluating numerous third-party funds
03/25/2019
Northland Wealth Management Recognized as Best Family Office in North America - Under $2.5B in AUM
We are honoured and wish to thank our clients for placing their trust in Northland Wealth
03/21/2019
Russ Prince: Accounting Firms Benefit With Family Office Practices
When an accounting firm creates a dedicated business line to address the needs of very wealthy clients, there is substantial evidence that it can increase the firm’s overall profitability
03/21/2019
Wells Fargo could be putting more of its focus on wealth management
Speculation is mounting that the bank is dumping some lines of business to focus on just a few areas, including financial advice
03/21/2019
Market pressure blurs the line between US asset and wealth managers
Should regulators step in? Time will tell and no doubt there will be some bad actors
03/21/2019
Blucora to purchase tax-focused wealth manager
The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.
03/20/2019
Janney to acquire FIG Partners
The transaction, expected to close in the second quarter, is Janney’s second investment bank acquisition in less than 12 months, following the addition of HighBank Advisors in May 2018.
03/19/2019
Hong Kong voted world's top international financial centre
BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.
03/19/2019
Andrew Graham launches SEC Registered Investment Advisor and fiduciary firm Jackson Square Capital
Jackson Square Capital advises over $250 million in assets under management.
03/15/2019
Morgan Stanley Widens Roles of Finn, Other Wealth Executives
The new unit will include Morgan Stanley Wealth’s call-center business for less affluent investors that has been rebranded Virtual Advisor and its “robo” automated investment platform called Morgan Stanley Access Investing.
03/15/2019
CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor
Recognition follows recent launch of the practice's CSsports division
03/15/2019
Wealth managers ignore 401(k) plans at their peril
Wealth managers may scoff at 401(k) clients but they become susceptible to losing current clients as a result
03/15/2019
UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems
In this op-ed, he says if the US doesn't invest in next-generation infrastructure, the well-being of our citizens is at risk.
03/15/2019
Gorman Spends Big To Reach Next-Gen Wealth
Everyone wants a piece of the millennial market.