11/02/2017
Billion-Dollar RIAs Now Hold More Than Half the Channel’s Assets
Less than 4 percent of firms oversee 60 percent of all assets in the channel.
Wealth and Asset Management
11/01/2017
Broker Protocol Administrator Delayed Public Notice of Morgan Stanley’s Exit
Morgan Stanley’s Protocol Administrator Appears To Delay Public Announcement Of Pullout.
11/01/2017
Prudential's U.S. life business enters private wealth market
Global consultancy firm Capgemini defines high net worth individuals as those with investable assets of $1 million or more, excluding their primary residence, collectibles and consumables.
11/01/2017
Jackson Enters Private Wealth and Trust Market
New trust team and investment-only variable annuity establish company’s presence in trust, private wealth space
11/01/2017
Fidelity Expands High Net-Worth Private Investment Program
Fidelity Private Investment Program offers disciplined investment approaches for high-net worth investors.
11/01/2017
Active Managers Should Welcome Cold Shoulder From Harvard MBAs
Decisions Of Top Graduates Emerge As Sound Contrarian Indicator
11/01/2017
BTG Pactual has no plans to cash in $300 mln EFG gain
The BSI deal helped EFG nearly double in size to compete better in Switzerland’s crowded private banking market.
11/01/2017
Jim Goodland of GPS Wealth Management to Attend Barron’s 2018 Top Advisory Teams Summit in Las Vegas
GPS Wealth Management, LLC is excited to announce that Jim Goodland will be attending the exclusive Barron’s Top Advisory Teams Summit in Las Vegas.
11/01/2017
Financial Services Advisory Upgrades Client Experience with Award-Winning Envestnet | Tamarac Technology
Integrated Technology Allows FSA to Streamline Workflows and Increase Efficiencies
10/31/2017
Wealth Advisors Find New Partner In Success With SDIRA Wealth
This service has been in high demand from investment advisors, wealth planners, and other offices over the last 18 months and has reportedly spurred an evolution for the company, which exclusively offers its service and product through non-competitive, pa
10/30/2017
RBC earns five wealth management honours at industry award galas
RBC is the first Canadian financial institution to bring this type of digital enablement to investment advisors.
10/30/2017
Stifel to Acquire Ziegler Wealth Management
Established in 1902 and headquartered in Chicago, Illinois, Ziegler Wealth Management has 57 private client advisors in 12 branches
10/30/2017
Legacy Planning Is Changing
Lessons learned from family offices, private banks and best-of-breed independent advisors.
10/30/2017
Morgan Stanley Announces New Talent Investment Strategy to Deliver Added Value to Clients
Morgan Stanley will exit the Protocol for Broker Recruiting.
10/30/2017
Guggenheim Investments Recognized for Best Fixed-Income Initiatives at WealthManagement.com Industry Awards
The firm was awarded Outstanding Achievement in Fixed Income in the category of asset managers.
10/27/2017
Eleven JOYN Financial Advisors Named Atlanta Top Wealth Managers
Five Star Professional uses a comprehensive vetting and research process.
10/26/2017
HighTower gets 'vote of confidence' from PE firm
The deal comes at a time when mounting costs for technology and compliance have squeezed margins at small and mid-sized independent wealth management firms across the industry.
10/26/2017
Most Trusts And Estates Practices Are Sitting On Multiple Millions Of Dollars In New Revenues
The Biggest Obstacle To Great Success Is Connecting With The Wealthy
10/26/2017
The future of the registered investment advisor
Some planners and money managers may only manage assets without making recommendations.
10/26/2017
Chicago Firm RMB Capital To Acquire Jacobus Wealth Management
Jacobus Wealth Management Will Merge With RMB Capital