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Wealth and Asset Management

01/27/2017

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

01/27/2017

FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions

Wealth management is an area of strong, continued growth

01/26/2017

BNY Mellon Wealth Management takes a chance on North Virginia

The office has five staff members but expects to add eight more as it grows over the next couple of years, according to BNY Mellon.

01/26/2017

Private Client Group announces record quarterly net revenues

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

01/26/2017

Modera Wealth And Cambridge Wealth Unite

The two have been discussing the merger for several years.

01/25/2017

RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®

The new system allows advisors to better help clients identify, quantify and prioritize their goals.

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

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Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

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01-07-2026

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01-06-2026

LPL affiliate adds $650m pair of advisors from JP Morgan

01-06-2026

Brian Cayne Joins Goldman Sachs as a Partner and Co-Head of Software Investment Banking

01-06-2026

Barclays invests in Ubyx to advance digital money connectivity

01-07-2026

Cerity Partners Announces Merger with Austin Private Wealth

01-07-2026

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

01-07-2026

Wealth Management Announces "Ten to Watch in 2026" List

01-13-2026

AllianceBernstein appoints Onur Erzan as President: key step in strategic transformation

01-13-2026

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

01-13-2026

RIA moves: Focus integrates Kovitz, Rothschild acquires Windgate in Chicago shakeup

01-13-2026

Trump’s plan to cap credit card interest rates alarms bank shareholders

01-13-2026

Creative Planning Acquires First International RIA, Baseline Wealth Management

01-13-2026

Wealth manager Fidelis Capital to roll out private markets options via Opto

01-13-2026

Pearson and Deloitte announce new alliance

01-13-2026

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