10/27/2016
Private Client Resources Lands Fintech Veteran As Chief Technology Officer
Our data services have been unbundled and are available separately so that the pristine data we produce can be brought into any system.
Wealth and Asset Management
10/27/2016
Northern Trust Named Best Private Bank in U.S.
Financial Times Group also awards Northern Trust with Best Technology Initiative and highly commends Global Family Office and Ultra-High-Net Worth Capabilities
10/27/2016
Nicola Wealth Management announced as one of the Top 10 Private Business Growth Award Finalists by Grant Thornton LLP & Canadian Chamber of Commerce
This distinguished award honours the integral role that Canada's private businesses play in growing our country's economy.
10/26/2016
Technology Disruption Driving M&A in Wealth Management
Firms are responding to changing client expectations by snatching up other tech providers
10/25/2016
Scottrade Sale Nearly Doubles Owner’s Wealth to $4 Billion
Riney, owner of closely held Scottrade Financial Services Inc., will be ranked on the Bloomberg Billionaires Index
10/24/2016
Financial advisory firms are missing their growth target for assets under management, revenue
After falling short of their goals, advisers are trying to figure out how to get back on track
10/21/2016
Chicago & Hinsdale Wealth Management Firms Merge into Private Vista, LLC
One of First Wealth Managers to Reshape the Entire Client Experience
10/21/2016
US and China family office giants to collaborate
It has really been a very eventful year for us.
10/21/2016
Northern Trust Survey: Investment Managers Expect Fed Rate Hike, Increased Market Volatility
U.S. elections could lead to portfolio shifts
10/21/2016
SEI Reports Third-Quarter 2016 Financial Results
Our current investments are aimed at preparing for large client implementations and creating a sustainable competitive advantage for all of our services.
10/20/2016
Banking Brokers Boost Morgan Stanley’s Wealth Unit
Morgan Stanley has been trying to motivate its brokers to help build up its bank, including offering bonuses
10/20/2016
Echelon Wealth partners with boutique investment firm
A boutique investment management firm, SIC caters to ultra-high-net-worth family offices and trusts with minimum mandates of $3 million.
10/20/2016
Morgan Stanley may not follow Merrill Lynch's lead to ban IRA commissions
The firm will announce details of its strategy to comply with the DOL fiduciary rule in next two weeks
10/20/2016
How the next generation is shaping a new future with old money
Giving Pledge signatories promise to devote at least half their fortunes to philanthropy.
10/20/2016
Vanguard Sways Financial Advisers to Bring $1 Trillion on Board
The wave of investments comes as several forces are shifting the mutual fund industry
10/19/2016
Private bankers reassuring clients about Clinton v. Trump
Clients are worried about the election but more focused on the long term issues that affect portfolios
10/18/2016
Morgan Stanley Brokers Use Treaty to Flee With Clients
A team of advisers overseeing $2.2 billion in assets quit last month to start their own shop
10/18/2016
CAIS Wins WealthManagement.com Industry Award for Hedge Funds/Private Equity
The CAIS team is honored to accept this award.
10/18/2016
Laserfiche Wins WealthManagement.com 2016 Industry Award
The awards recognize outstanding companies and organizations that support financial advisor success.
10/18/2016
WSFS Announces Strategic Acquisition of West Capital Management
The firm has a proven, scalable business model, providing fully-customized solutions tailored to the unique needs of institutions and high net worth individuals.