07/24/2024
Credent Wealth Management to Accelerate Growth with Capital Infusion from Crestline Investors
Investment to Drive Further M&A Activity and Growth for the Leading RIA
Wealth and Asset Management
07/24/2024
New Altrata Report Finds Growth in the Ultra Wealthy Population Globally
Their collective wealth now totals an immense $49trn — more than the combined GDP of the US and Chinese economies.
07/23/2024
Private Banks Call For Trimmed «Trump Trades»
Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.
07/23/2024
RBC Wealth Management congratulates advisors named to 2024 Barron’s “Top 100 Women Financial Advisors” list
The annual award recognizes top financial advisors across the country using criteria such as assets under management, revenue generated by advisors and client retention.
07/23/2024
Six J.P. Morgan Advisors Make Barron’s Top 100 Women Financial Advisors
All have been on this ranking for at least three years, and have a combined 40 years on this list.
07/23/2024
Deutsche Bank to Hire More US Private Bankers in Wealth Push
They already brought on wealth advisers from rivals such as Citigroup Inc. and Bank of America Corp. since the start of last year.
07/23/2024
Expected Drop in Interest Rates Fuels Wealth Management M&A
An Echelon Partners report showed robust activity in mergers and acquisition in Q2.
07/22/2024
Modern Wealth Surpasses $4B in Less Than 2 Years
The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement business in tandem, says co-founder and co-CEO Mike Capelle.
07/19/2024
Ashton Thomas Private Wealth Announces Strategic Relationship with iCapital® to Manage and Scale Private Market Investments
Ashton Thomas, part of Arax Investment Partners, empowers its independent advisors and their clients with access to iCapital’s operating system
07/19/2024
The world’s best bank for wealth management: JPMorgan Private Bank
Few banks have navigated turbulent times so well, posting record revenues on the back of strong net inflows and rising markets.
07/19/2024
Blackstone's real estate arm drags on Q2 results
High interest rates impact property valuations and inflows, affecting Blackstone's Q2 earnings
07/18/2024
Foundation Wealth Partners announces expansion with new office
Private wealth services firm welcomes a new advisor from a major Canadian bank
07/18/2024
Whittier Trust Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year at the 2024 STEP Private Client Awards
This recognition is a testament to Whittier Trust's commitment to prioritizing clients' needs, goals, and legacies and providing the utmost professional service in wealth advising.
07/18/2024
Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation
Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.
07/18/2024
World Investment Advisors Acquires $3.5B Raymond James Team
Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.
07/17/2024
Bank of America rises, Morgan Stanley falls on Q2 earnings
The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.
07/16/2024
Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032
The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.
07/16/2024
Glen Smith, CEO and CIO of GDS Wealth Management, Celebrates 20 Years in the Financial Services Industry
The last twenty years of Glen's career have been marked by tremendous blessings.
07/16/2024
Goldman Sachs’ Wealth Management Revenue Up 8% in Q2
The bank's Asset & Wealth Management segment is becoming a bigger contributor to the firm’s overall growth.
07/16/2024
Morgan Stanley’s wealth business stumbles even as profits jump
Bank reports 40% rise in quarterly profits but wealth unit struggles to attract assets with interest rates higher