07/19/2023
This heightened focus on client experience and more specifically the digital client experience stems from evolving client expectations and the threat of digital disruptors.
07/18/2023
AdvisorHub recognizes elite financial advisors who manage more than $1 billion in client assets based on their innovation, professionalism, and success in the business.
07/18/2023
Citi includes in that tally not only brokers but also private bankers, so-called financial client advisors, relationship managers, and investment counselors.
07/18/2023
Apollo has assembled a roughly 10-person family office unit over the past year and plans to increase that number in the future.
07/18/2023
Revenue of $13.46 billion vs. expected $13.08 billion.
07/17/2023
In past years, IT stocks and US real rates had a strong negative correlation—i.e., when US real rates rose, US IT stocks declined and vice versa.
07/17/2023
The review was prompted by the presence of inactive wealth management clients with assets under $1 million, which led to a reassessment of the business.
07/17/2023
Gresham House shareholders will receive 11.05 pounds cash for each share held, Searchlight said, representing a 62.5% premium to the stock's last closing price.
07/17/2023
Money market assets will ‘flood fixed income market’
07/14/2023
The data also showed a 115% year-over-year increase in the hiring of capital-raising private wealth professionals at alternative asset managers from 2021 to 2022.
07/14/2023
High-volume of nominations reflect Kestra’s ongoing commitment to providing superior service, cutting-edge technology, and a suite of resources to deliver value to its nationwide ecosystem of financial professionals
07/14/2023
The wealth and investment management arm of Wells Fargo saw revenue drop 2% year-on-year in Q2 2023, from $3,705m to $3,681m.
07/13/2023
Quality income equities have lagged traditional stock indexes. Is now time to abandon them? We think not, and outline three reasons why they can help navigate a more challenging second half.
07/13/2023
It has a strong local presence in each of those markets except Peru, which it serves, along with Ecuador, Colombia and Bolivia, from its Miami hub.
07/13/2023
Due diligence may not be the top priority when wealthy clients seek a financial advisor, but they can also be quick to switch
07/11/2023
The potential for further US policy tightening ahead is just one reason why we foresee more muted equity returns, higher uncertainty, and a rise in cross-asset volatility in the second half.
07/11/2023
The phenomenon brought the focus back on how human activity is causing a rapid deterioration in global climate.
07/11/2023
The firm has launched two brands to differentiate between high-net-worth and ultra-high-net-worth clients
07/10/2023
Both programs consist of a complimentary suite of benefits providing dedicated and specialized service, pricing advantages, and other rewards to meet the unique needs of these wealthy clients.
07/07/2023
AJ Wealth was advised on the transaction by Park Sutton Advisors, which manages assets totaling $65 billion, Cerity said.