10/30/2024
The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors.
10/30/2024
This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.
10/30/2024
Marty Bicknell will remain the RIA's chief executive.
10/30/2024
A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.
10/29/2024
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
10/29/2024
Boca Raton, Florida-based firm joins Kestra Financial’s platform, gaining access to leading service and technology platforms
10/29/2024
New Wealth Management Entity Leverages A&M's Legacy as Trusted Advisors in Value Creation to Redefine the UHNW Client Experience
10/29/2024
The traditional investor profile is changing, and this newer, younger, globally connected investor is willing to take on more risk than the baby boomers.
10/29/2024
Hightower to Enable $1.1B Wisconsin RIA to Grow Yet Maintain Boutique Sensibility
10/25/2024
Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue
10/25/2024
Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run
10/25/2024
Sara Naison-Tarajano developed the Apex group, a small but growing cadre of bankers with outsized influence on how the wealthiest people on Earth invest.
10/25/2024
Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.
10/25/2024
The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity investment.
10/24/2024
Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments
10/24/2024
Early and thorough planning will help ensure our end-of-life instructions are carried out.
10/24/2024
This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.
10/24/2024
The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.
10/24/2024
Modern Wealth Management Acquires $1.4 Billion RIA Petso Financial, Surpasses $6 Billion in AUM
10/23/2024
Waverly expands into Ohio with 25 locations nationwide