02/09/2023
Atria Wealth Solutions Adds Two Teams with Over $220 Million in Client Assets
Atria continues growth momentum by welcoming Cypress Private Wealth and Marshall Wealth Management Group to Cadaret Grant
Wealth and Asset Management
02/08/2023
Investment Strategy
The positive trend observed in the last quarter of 2022 has persisted into the new year.
02/08/2023
Wealthtech partnership opens new engagement opportunities for advisors
Mackenzie Investments and CapIntel say new Link offering injects conviction and storytelling into the KYP experience
02/07/2023
Goldman Sachs Asset Management Completes Final Close of West Street Capital Partners l
One of the largest first-time Growth Equity fund in history
02/06/2023
RBC named Caribbean's best private bank
The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.
02/06/2023
Winning Advisory Clients From Major Institutional Brands
The advisors at major brands have institutional limitations enabling smaller high-quality advisory firms to consistently win clients away from them.
02/06/2023
Credit Suisse acquires luxury resort in Florida
The partnership aims to capitalize on the recovery in the US convention hotel market and the strength of the Florida economy.
02/03/2023
Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
02/02/2023
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
02/02/2023
The Case For More Expansive Wealth Management
This was not strictly about wealth management. The client was facing an emotional issue and was in an uncertain position where he needed help from someone he could trust.
02/02/2023
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion
02/02/2023
JPMorgan asset management unit makes $500m timber belt acquisition
The wealth manager said its Campbell Global uni will manage the commercial forests in Mississippi, Oklahoma and Arkansas for wood production as well as carbon capture
02/02/2023
UBP teams up with US group for long/short credit strategy
The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.
02/02/2023
Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
02/01/2023
Wealth Professional’s Top 50 Advisors for 2023 revealed
Industry's finest excelled in steering clients' portfolios through economic storms
02/01/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
02/01/2023
10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets.
02/01/2023
Canaccord Genuity Group Inc. Brief : Announcing Agreement To Buy Mercer's Canadian Private Wealth Business
The acquisition is expected to add approximately $1.5 billion to Canaccord Genuity Wealth Management's total client assets.
02/01/2023
259 Ameriprise Financial Advisors Named to the Forbes Best-in-State Wealth Management Teams List
The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.
01/30/2023
Gaining A Competitive Advantage Because Of The Continuing And Expanding Bifurcation Of The Wealth
For advisors, one of the most effective ways to excel is to work with ever-wealthier individuals and families.