06/23/2020
The winners of tomorrow – the wealth advisors who succeed in building highly successful bionic sales and distribution functions – will not be those who stumble serendipitously on some goldilocks recipe of human and machine.
06/23/2020
Credit Suisse has agreed a deal with digital broker modalmais that could see it buy a stake of up to 35% in the Brazilian company, the Swiss bank said in a statement on Tuesday. Modalmais has nearly 1 million clients, to whom Credit Suisse expects to sel
06/22/2020
The annual ranking from financial news leader Barron's is an exclusive list of highly esteemed firms that specialize in serving individuals and families across the country.
06/19/2020
Goldman has also raised the three-month and six-month price forecasts to $1,800 and $1,900, respectively, from the previous projection of $$1,600 and $1,650.
06/19/2020
Globally, personal financial wealth has nearly tripled over the past two decades, rising from US$80 trillion in 1999 to US$226 trillion at the end of 2019.
06/18/2020
Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.
06/17/2020
The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.
06/17/2020
The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.
06/17/2020
Prior to launching Cyndeo Wealth Partners, Mr. Kilgroe worked at UBS.
06/16/2020
Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.
06/16/2020
The program served approximately $200 million in brokerage, advisory and retirement plan assets*. It was previously affiliated with MML Investors Services (Mass Mutual).
06/15/2020
BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.
06/11/2020
Itau Unibanco Holding SA has adopted a similar strategy, with its volume in stand-by letters of credit to rich clients more than doubling from a year ago.
06/10/2020
In wealth management, Morgan Stanley still expects to complete its acquisition of E*Trade Financial Corp. by the end of the year
06/10/2020
Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model
06/09/2020
For example, 16.1% of millennials have an offshore account, compared to only 3.6% of baby boomers.
06/09/2020
The company, however, envisions a recovery throughout the rest of the year
06/09/2020
The ranking is based on an algorithm of qualitative data
06/08/2020
Geneva, where Goldman poached two super-rich bankers from UBS this week, is emerging as a linchpin in those plans.
06/08/2020
The new study, which surveyed nationally a statistically relevant group of 1,000 individual investors age 18 or older, examined the degree to which investors want to have a social impact and the degree to which they are willing to make trade-offs to achie