02/06/2025
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
Insignia confirmed Brookfield’s offer, which matches those previously submitted by Bain and CC Capital.
02/06/2025
Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties
02/06/2025
Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.
02/05/2025
Tennessee-based firm strengthens Mercer Advisors' Southeast presence
02/05/2025
Apollo is aiming by 2029 to have at least $150 billion in assets
02/05/2025
Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs
02/04/2025
They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
02/04/2025
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/04/2025
Waveland provides a range of family office services, including investment management, financial planning, and tax compliance.
02/03/2025
With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.
02/03/2025
The three partners join Pitcairn alongside two other staffers.
02/03/2025
Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.
02/03/2025
As part of the deal, Credence Family Office will take over Equirus Wealth's Family Office business, and the combined entity will be branded as Equirus-Credence Family Office.
01/31/2025
As a result, private equity continues to attract investors seeking higher returns and diversification.
01/31/2025
Market trends are rapidly evolving under the influence of a range of factors, both macroeconomic and geopolitical.
01/31/2025
The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology
01/31/2025
NMC is building Wealth Solutions team and platform to service the private wealth market
01/31/2025
New submission categories celebrate innovation in AI, data management, estate planning, and more
01/31/2025
Our clients will continue to receive the same high level of personalized service