04/04/2019
UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State
Michael has over 30 years of experience and is the founder of The Matthews Group at UBS.
Wealth and Asset Management
04/04/2019
Asia’s global families and ESG driving Canadian private bank
Royal Bank of Canada Wealth Management sees the Asian wealth market as a key plank for a true global product offering, with the next generation of wealth holding different values
04/03/2019
New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners
The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.
04/03/2019
Cerity Partners Acquires Blue Prairie Group, Creating $21 Billion RIA
Cerity Partners was founded in 2009 with the mission to positively impact the financial wellbeing of its clients
04/03/2019
Nicola Wealth Unveils a New Brand Positioning as It Celebrates 25 Years of Serving Clients
This is an exciting moment in the evolution of our firm,” says President David Sung.
04/03/2019
New York Private Bank & Trust Forms strategic Partnership
Emigrant Partners make minority investment in growing Midwest advisory firm
04/02/2019
Beacon Pointe Wealth Advisors Announces Merger with Heller Wealth Advisors
A Foothold in the Tri-State Area: Beacon Pointe's Largest Deal to Date
04/02/2019
Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand
The new brand reinforces the firm's focus on longevity
04/02/2019
New York-based wealth manager takes big step into the retirement plan space
Cerity Partners now advises on more than $21 billion in client assets across 6 locations
04/02/2019
Wealth Management | Selling Advice Rather than Products
Today’s clients have tons of free data but still want financial strategy advice
04/01/2019
HSBC Enhances Two Fixed Income Funds
It is now benchmarked to the Bloomberg Barclays US Aggregate Bond Index.
03/29/2019
Westwood launches Sensible Fees for active investors
“Fees in efficient asset classes should reflect the market rate for beta at a low cost, while aligning active fees to solve for the probability of outperformance and favourable outcomes.”
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/28/2019
Morgan Stanley Wealth Management Names 18 to MAKERS Class of 2019
We congratulate these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients
03/28/2019
‘Where have you been all day?’ Why advisors may be taking unusually long lunches
Consequently, advisory firms are offering more generous non-cash perks and innovative incentives to attract and retain professionals in the tight labor market.
03/28/2019
NBA Star Launches RIA For Sudden Wealth Recipients
We will not only focus on helping athletes manage their money, but all types of sudden wealth recipients
03/28/2019
JPMorgan whistleblowers get $50M from SEC in high-net-worth case
The SEC didn’t name the company involved or the people getting the awards, citing federal law that protects confidentiality.
03/28/2019
Addepar Expands Senior Services Leadership
Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations
03/28/2019
Pitcairn Wins Best Multi-Family Office (Client Initiative) at Family Wealth Report Awards 2019
Firm Also Recognized in Best Overall Multi-Family Office, Thought Leadership and Leading Individual Categories