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Wealth and Asset Management

05/24/2024

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.

05/24/2024

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

05/24/2024

BTG tight lipped on digital banking growth

But Brazil’s BTG Pactual is seemingly swimming against the tide by remaining tight-lipped about the growth in its digital retail banking business.

05/24/2024

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

05/24/2024

Raymond James snags $435M Merrill Lynch team

The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.

05/23/2024

TD Bank tops profit, says U.S. still key market as anti-money laundering probe drags

TD, Canada's second largest bank, said net income at home rose 7%.

05/21/2024

Lazard AM adds AI-enhanced US small-cap equity fund to UCITS range

The fund will typically hold 350 to 400 stocks

05/20/2024

Vanguard defends dominance of US equities in EU-domiciled funds

Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations

05/17/2024

How wealth managers are responding to the impact of AI in the industry

The potential use of AI in financial planning is rapidly evolving.

05/17/2024

Bluespring Wealth Partners Acquires $750 Million KDI Wealth Management

KDI's decision to join Bluespring was fueled by several factors

05/16/2024

UBS asset management leadership gets a refresh

The unit is undergoing streamlining, cost reductions.

05/16/2024

Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare

Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.

05/16/2024

Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams

The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.

05/15/2024

JPMorgan, RBC Grab Merrill Teams With $30B in Assets

Their stated goal in the relocation is to better help ultra-high-net-worth clients and their families navigate complex wealth needs.

05/15/2024

William Blair scores $1.2B multigenerational team

Global investment and wealth firm William Blair has enhanced its presence in the Northeast US as it welcomes a boutique high-net-worth practice.

05/14/2024

Seven J.P. Morgan Advisors and 10 Teams Named Barron’s Top 100 Financial Advisors and Top Private Wealth Management Teams

These rankings are two of the most selective in the industry

05/14/2024

AlTi Tiedemann Global extends US footprint with Envoi acquisition

AlTi Tiedemann Global bought Midwest Family Office and Envoi to increase its presence in the US.

05/14/2024

Edelman Financial Engines Acquires Soundmark Wealth Management

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

05/13/2024

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.

05/13/2024

Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List

All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.

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