03/23/2023
GeoWealth Acquires First Ascent Asset Management
With this acquisition, the two firms now have a collective $21 billion in platform assets.
Wealth and Asset Management
03/23/2023
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices
03/23/2023
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
30-year industry veteran sought full-service support to enhance the client experience
03/22/2023
AlphaCore Wealth Advisory Expands into Colorado with Merger of Denver-Based Johnston & Associates
Firm’s expansion yields increased resources and capacity to meet demand for a diversified investment approach combined with comprehensive wealth planning
03/22/2023
Credent Wealth Management announces 2 new merger deals
Advisors in Oklahoma City, Oklahoma, and River Falls, Wisconsin, capitalize on Credent’s unmatched partnership opportunity
03/21/2023
Here We Go Again
The consequences of the Fed’s crazily loose monetary conditions, even in the face of building inflation pressures, are coming home to roost.
03/21/2023
J.P. Morgan Lures in $4.8-Mln UBS Team, $2.3-Mln Goldman Broker
The duo moved along with a client associate, Charlene Meizoso, and reports to Rick Penafiel, regional director for Boston, Miami, and Palm Beach Gardens.
03/17/2023
Northern Trust’s 2023 Wealth Planning Symposium to Focus on the Power of Resilience
Virtual event will feature Barbara Pierce Bush and Lauren Bush, Convene experts on the future of wealth
03/17/2023
Wealthy Investors, Family Offices Reallocate Funds Following SVB Collapse
Experts say that SVB's collapse has been a wake-up call for wealthy individuals with cash reserves.
03/17/2023
Reinforcing Confidence in First Republic Bank
$30 Billion in Uninsured Deposits Committed from America’s Largest Bank
03/16/2023
Gene Todd Recognized by Wealth Solutions Report as Among the ‘Top Black Industry Leaders of 2023’
Fiduciary Trust International’s Head of Regional Markets Honored with Pathfinder Award for Black Business Development Executive of the Year
03/16/2023
Three European Banks to Hedge Against Silicon Valley Bank Fallout
These banks are well-capitalized and may be less prone to credit contagion.
03/16/2023
Kingswood shares drop 7% after US arm squeeze
Shares in the wealth firm dipped more than 7% on Wednesday as its US business was impacted by a delay to a large deal.
03/16/2023
J.P. Morgan Asset Management Launches JPMorgan Active China ETF
The newest active ETF offering focuses on China equities
03/16/2023
BNY Mellon is Accepting Applications for Grants on Behalf of the Ernest Q. Johnson Trust to Benefit Canonsburg Youth
The fund was established in 1970 to support organizations providing for Canonsburg-area youth. It distributes income to charitable, religious or educational organizations.
03/15/2023
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Morgan Stanley currently OpenAI’s only strategic client in wealth management
03/15/2023
The Mather Group Establishes TMG Innovation Lab
TMG has received recognition from a variety of business and financial publications for its growth and standing in the industry.
03/15/2023
Heller Private Wealth Launches Wealth Management Practice In Fort Lauderdale, Florida
Former Merrill Lynch standout Justin R. Heller, CFP®, ChFC® opens independent firm serving affluent families, business leaders, and sports professionals.
03/14/2023
16 J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top 1,200 Ranking
hey exemplify the top talent we’re looking for as we grow our best-in-class team.
03/14/2023
Five UBS Advisor Teams in Arizona Named to the Forbes Best-In-State Wealth Management Teams List
Three of the five teams are based in Phoenix, and two are in Tucson.