03/27/2025
Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List
Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.
Wealth and Asset Management
03/27/2025
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.
03/27/2025
Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
03/27/2025
Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs
The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.
03/26/2025
Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth
Bloomberg's post-trade operations capabilities allow the firm to complete inbound reconciliation processes from their custodian partners, as well.
03/26/2025
Waverly expands with acquisition of GGM Wealth Advisor
The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.
03/25/2025
The art of getting a job in a family office
People want to work for family offices because they can be more interesting than other employers in finance.
03/25/2025
Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund
There is no change to the investment objective of the Fund.
03/25/2025
2025 Wealth Industry Survey: The eve of disruption
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
03/25/2025
The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams
To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.
03/25/2025
Som Seif's Purpose to acquire $1.3 billion AUM Steadyhand
It's Purpose's first acquisition of a CIRO-registered firm
03/25/2025
AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services
The strategic partnership expands multi-generational family office capabilities across all client segments
03/25/2025
Stratos Wealth Holdings Recruits $3.5 billion in Client Assets Across Network in 2024 Tripling Prior Year's Total
Our strong momentum this past year is a testament to our attractive value proposition in the market.
03/25/2025
Bluespring Wealth Partners Acquires $400 Million Charter Capital Management
The Wisconsin-based firm partners with Bluespring to enhance capabilities by leveraging its strategic support
03/21/2025
Ever Wealth joins Osaic network to scale operations
The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.
03/21/2025
CFRA Research Chosen by LGT Private Banking as Exclusive Global Equity Research Provider
CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.
03/20/2025
Zephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards Program
Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World
03/20/2025
Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium
Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.
03/20/2025
11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
03/20/2025
Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.