12/04/2018
Top private client expert joins Alliant Amid Private Client Growth Strategy
Private client expert to provide personal insurance and risk consulting services to a growing portfolio of high-net-worth clients throughout the Southeast
Wealth and Asset Management
12/04/2018
LPL Cuts Small Market Platform Fee Amid Competition for Talent
By cutting the fee for its small-plan investment outsourcing solution to 10 basis points, the firm says it will better position its advisers to grow their practices by serving untapped retirement plan markets.
12/04/2018
Woodbrook Group acquires US firm and eyes Nasdaq listing
Advisory firm confirms reverse IPO merger plans
12/03/2018
Akram & Associates continues to focus on emerging managers and US family offices
Pass-through entity owners can pay up to an effective tax rate up to 37 per cent on income.
12/03/2018
TD launches Specialized Wealth Management and Business Banking Service for Health Care Professionals
New portfolio of services expands on the bank's expertise in serving the financial needs of Health Care Practitioners
11/30/2018
U.S. Trust's Evan Beard Reveals How to be a Top Collector
Trust survey, more collectors are making art part of their wealth management strategy, and this newfound clout may be one reason why.
11/30/2018
Kestra CEO James Poer wants to set the record straight on private equity
The 2016 bankruptcy case of RCS Capital, the firm which had bought Cetera from a past PE backer, does stand as a cautionary tale, he says.
11/29/2018
Wealth manager to bolster US footprint
The opening of the Florida office will increase Glenmede’s branch network to eight.
11/29/2018
Wealth manager to bolster US footprint
Glenmede currently works with a strong network of local Florida-based intermediaries and industry professionals.
11/28/2018
Bigger is better in wealth management. Except when it’s not
Consider recent deals by two banks.
11/28/2018
Santander in talks to acquire part of Julius Baer’s LatAm book
Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.
11/28/2018
TMF Group to buy FiduPerú, in deal aimed at expanding LATAM capital markets
TMF Group, a leading provider of high value business services to clients operating and investing globally, is to buy FiduPerú S.A., a Peruvian trust and fiduciary services specialist.
11/27/2018
When investing turns into wealth management
The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.
11/27/2018
Northern Capital Management Joins Kovitz Investment Group
The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.
11/27/2018
RBC ups efforts to recruit women as advisors
The wealth management industry has attempted to attract more women as well as minorities into the profession, which has long been dominated by white men.
11/27/2018
Billionaires Leveraging Up in Case of Downturn, Banker Says
Steiner has expanded Abbot Downing into a $43 billion business since the brand started in 2012, and lending has increased by 5 percent in the past year, according to a spokeswoman.
11/23/2018
BNY Mellon investing in more tech to boost private wealth and institutional business
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
11/21/2018
Cadaret, Grant Expands Wealth Management Platform - Launches Lending Solutions
These advanced lending capabilities will provide Cadaret, Grant advisors with the ability to structure personalized lending solutions to meet the ongoing needs of their high net worth clients
11/20/2018
Why Canada's wealth management sector is ripe for disruption
Martin Pelletier: The banks are now using the disruption in the industry to increase their market share by consolidating the independents
11/20/2018
Signature Family Wealth Advisors Joins Brown Advisory
The combined resources and expertise of Signature and Brown Advisory will enhance the platform for our industry-leading multi-family office service.”