11/21/2024
Summitas integrates with Risclarity to enhance the Family Offices Client Experience.
Family offices face the challenge of managing diverse and often complex financial data for ultra-high-net-worth clients.
Wealth and Asset Management
11/20/2024
Fieldpoint Private Bank plans to move HQ to new Greenwich location
The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.
11/19/2024
Leading Financial Services Firms Choose Broadridge for Corporate Actions and Income Processing
Seamless integration across global markets and lines-of-business, enhanced operational efficiency through AI-driven automation, and advanced risk management capabilities.
11/19/2024
StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.
This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast.
11/19/2024
Asset and wealth management revolution 2024
Unleashing the transformative power of disruptive technology
11/19/2024
Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management
Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms.
11/18/2024
Julius Baer: Succession Planning is the Leading Family Topic
Intergenerational wealth transfer and succession planning has moved up from second place [in 2023] to emerge as this year’s top family-related topic across every single region
11/18/2024
Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s
With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.
11/18/2024
Wealth management industry set for double-digit growth, led by North America
Fintech firms will see strong gains but traditional wealth firms continue to lead
11/15/2024
BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker
The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.
11/15/2024
Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management
Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount.
11/15/2024
AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions
First State Bank Achieves Significant Results Through Innovative Collaboration
11/14/2024
Wealthspire Advisors Launches Art InSpired
As part of the expansion of its Family Office Services, new initiative elevates awareness of the arts & collectibles and promotes financial literacy around art investing
11/14/2024
Forbes Names Stedmark Partners a Top Wealth Management Team
Receives prestigious recognition for third consecutive year.
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