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Wealth and Asset Management

01/25/2017

Family offices see event driven hedge funds, emerging markets as promising in 2017

The result of the survey revealed a diverging outlook for 2017 taken by managers, family offices and funds of funds.

01/24/2017

Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry

Wealth Access innovative platform has been recognized with multi-awards in 2016.

01/24/2017

Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firmms For 2017

Regulatory changes and technological advances are shifting the wealth management landscape

01/24/2017

Single-Family Offices Are Hiring Hedge Fund And Private Equity Investment Talent

There are many attraction of single-family offices to these proven investment professionals

01/23/2017

Merger activity for independent US wealth managers up 10%

The actual number is likely much higher, the study found.

01/20/2017

Lazard Asset Management Launches Real Assets Fund

The Multi-Asset team manages more than $4.2 billion in assets across a wide range of solutions tailored to meet each client's specific needs.

01/20/2017

Where Is Ken Fisher Spending His Billions- and Why?

What can you fathom others find unfathomable?

01/20/2017

RBC recognized as 'Best Trade Finance Provider in Canada' for fifth consecutive year by Global Finance magazine

The winners were selected by the Global Finance editorial review board and based on input from industry analysts, corporate executives and technology experts.

01/20/2017

J.P. Morgan CEO to Get $28 Million in 2016 Compensation

His base salary is unchanged at $1.5 million, according to the filing.

01/19/2017

Cincinnati money managers merge with national firm

The Haires and Mitchell have plenty of experience in wealth management for high-net-worth individuals and families.

01/19/2017

Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)

"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"

01/19/2017

Boston wealth manager acquires 5th firm in as many years

The firms have long admired each other and shared similar values

01/19/2017

Canada's Royal Bank boosts focus on AI with new research lab

A type of machine learning that uses reward and punishment.

01/18/2017

HighTower Adds $1 Billion Firm

Fortress Wealth Planning provides individuals and families with financial planning services

01/18/2017

PagnatoKarp Scales Concierge Services for High Net Worth Clients with New PK Perks Program

Services include travel and entertainment recommendations and exclusive discounts on transportation and fine gifts.

01/18/2017

Wall Street is witnessing a 'third wave of computerization'

Automated investment services utilize algorithms to manage and allocate people's assets

01/18/2017

Opportunity Network Shortlisted for “Best New Product for HNW Advisory” Award by Private Asset Management

Selection based upon the FinTech firm's innovative global investment matchmaking platform for family business owners and high net worth investors

01/13/2017

Millennials Demand More Advisor Efficiency

We have a way to do a screen share with the client so they can be at home and we can be at the office and share ideas.

01/13/2017

Women advisers not attracting as many assets as male colleagues

Females in RIA channels especially coming up short

01/13/2017

Oakbrook Solutions Shortlisted in Two Categories for the 2017 Private Asset Management Awards

We are honored to be included among the prestigious roster of industry leading firms shortlisted for this year's PAM Awards

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Private markets to account for more than half of global asset management industry revenues by 2030 – with global AuM to hit $200 trillion: PwC 2025 Global Asset & Wealth Management Report

11-24-2025

Pinnacle Financial And Morris State Bancshares To Merge In Major Georgia Community Banking Combination

11-24-2025

Wealth management employee class action settlement reaches $25.5m accord

11-24-2025

Wells Fargo, Manulife John Hancock, Savant announce leadership appointments

11-24-2025

Lazard Sustainable Private Infrastructure Fund Completes Sale of Shawton Energy

11-24-2025

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

11-24-2025

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

11-24-2025

Strategy and Bitcoin supporters call for ‘boycott’ of JP Morgan

11-24-2025

Cetera Financial Specialists adds Callero Capital Management

11-27-2025

Michael Kwak joins BRG as managing director in securities practice

11-27-2025

Private Assets to Be Half of Industry Revenues by 2030, PwC Says

11-27-2025

SEI appoints Patrick Donegan as Philadelphia office head

11-27-2025

CIBC Asset Management announces estimated 2025 annual reinvested capital gains distributions for CIBC ETFs and ETF Series

11-27-2025

Cetera Financial Specialists adds Callero Capital Management

11-27-2025

"Multistrategy hedge funds are hiring armies of insufferable clones"

11-27-2025

US agencies issue final capital rule for banks

11-27-2025

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