03/26/2019
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
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
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
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
Should regulators step in? Time will tell and no doubt there will be some bad actors
03/21/2019
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
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
BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.
03/19/2019
Jackson Square Capital advises over $250 million in assets under management.
03/15/2019
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
Recognition follows recent launch of the practice's CSsports division
03/15/2019
Wealth managers may scoff at 401(k) clients but they become susceptible to losing current clients as a result
03/15/2019
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
Everyone wants a piece of the millennial market.
03/15/2019
More recently, Shinohara and his team have been focusing their efforts on the platform's alternatives offering.
03/14/2019
Morgan Stanley has “refocused and repositioned” its international wealth management business over several years “to serve a higher net worth client segment”