11/14/2024
Forbes Names Stedmark Partners a Top Wealth Management Team
Receives prestigious recognition for third consecutive year.
Wealth and Asset Management
11/14/2024
Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams
This marks the second year that both teams received this honor from Forbes.
11/14/2024
Steward Partners Continues Florida Expansion with Palm Beach Gardens Office, Formation of G2G Wealth Management
New team will manage approximately $377 million in client assets
11/13/2024
Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors
Waypoint’s UHNW practice grows Mercer Advisors footprint in Minneapolis
11/13/2024
Goldman Sachs Family Office Launches Expanded Family Office Platform
The enhanced family office platform integrates capabilities across the firm to provide à la carte services or an advisor-led holistic solution.
11/13/2024
What is private capital and why is it so attractive for family offices?
This article explores the sources of private capital, how it is being deployed, and ways to navigate these trends.
11/12/2024
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants
11/12/2024
Osaic Welcomes Nova Wealth
New York-Based Team Overseeing $180 Million Joins Osaic
11/12/2024
BlackRock and the Monetary Authority of Singapore (MAS) spearhead collaboration to unlock investment opportunities in decarbonisation in Asia
The Industrial Transformation programme will also seek to catalyse additional concessional and commercial capital to support these projects.
11/12/2024
Sophisticated Resources to Support High-Net-Worth Clients Draws Advisor with $100 Million to Ameriprise Team
Scott Guptill, CFA was seeking to elevate his client experience and found the right fit with Q5 Wealth Management, a top team with Ameriprise
11/12/2024
Allworth Acquires $839M Pacific Northwest Firm
The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.
11/11/2024
Northern Trust Named Best Private Bank in U.S.
Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Ultra High Net Worth Clients
11/11/2024
Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service
The recognition was part of the 2024 Global Private Banking Awards.
11/08/2024
Macquarie Asset Management and Hydro Rein announce commencement of commercial operations for 456MW onshore wind power complex in Brazil
To support this commitment, the projects have established a nursery to produce seedlings of native plants species.
11/08/2024
CI Global Asset Management Honoured with 16 LSEG Lipper Fund Awards
CI GAM earns an industry-leading number of awards for a second consecutive year
11/08/2024
Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français
These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.
11/08/2024
Fifth Third Wealth Advisors Adds Team, Office in Charlotte, North Carolina
Fifth Third Wealth Advisors ranks among the top 500 independent RIAs in the US.
11/08/2024
Elizabeth Hart at U.S. Bank Private Wealth Management
She takes the time to understand her clients’ unique needs and directs teams of specialists to provide services that help her clients work toward their goals.
11/08/2024
Citi revamps pay for wealth bankers
More bonuses will go to those who move client assets into investments, and less to those who sell new loans
11/08/2024
Quintet Private Bank Europe S.A. Raises Position in JPMorgan Chase & Co. (NYSE:JPM)
The institutional investor owned 322,510 shares of the financial services provider's stock after purchasing an additional 45,373 shares during the quarter.