01/12/2024
Rothschild is cutting bankers in the US
This year, sources say cuts there are likely to be more dramatic, particularly in the US, where we understand they have already begun.
01/12/2024
This year, sources say cuts there are likely to be more dramatic, particularly in the US, where we understand they have already begun.
01/12/2024
Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.
01/12/2024
This is the second consecutive year it has been named to the distinguished list, which recognizes teams from national, regional and independent firms.
01/12/2024
“When investors have such high expectations, there is very little margin for error.”
01/12/2024
Advisors say estate planning and tax planning are key areas of interest for such clients.
01/12/2024
BlackRock announced 600 job cuts earlier this week.
01/11/2024
$1.5 Billion RIA partnership marks Waverly’s largest acquisition
01/11/2024
The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.
01/10/2024
The honors were announced by Global Finance for the 2024 World’s Best Private Bank Awards.
01/10/2024
This is Hightower’s first announced deal of 2024 after announcing 12 transactions in 2023.
01/10/2024
The award can be clawed back if Reilly leaves before that time or under other circumstances, according to the filing.
01/09/2024
Zappas had produced $2 million in annual revenue from $500 million in client assets when he left UBS for First Republic, which was acquired by JPMorgan in May.
01/09/2024
Impax has entered into an asset purchase agreement with the Formuepleje Group, an existing client and distribution partner of Impax, with respect to the acquisition.
01/09/2024
Annual award is given to wealth management professionals demonstrating a commitment to client services and strong industry credentials
01/08/2024
The Cypress Group will operate out of RBC's office in Wilmington, North Carolina
01/05/2024
The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.
01/05/2024
Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team
01/05/2024
The deal with FirstWave represents Savant's 11th acquisition in the last year.
01/04/2024
The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.
01/03/2024
Strategic acquisition adds a third Massachusetts office for the firm