08/21/2023
Wealth and asset firms expect US recession, weakened industry growth
Dual-industry surveys reveal some big challenges ahead.
Wealth and Asset Management
08/18/2023
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
SEI to Power Continued Business Transformation for Community Bank
08/18/2023
UBS Welcomes Clients to New Philadelphia Office
David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market
08/17/2023
Exciting times for Canada's wealth technology space
New president of Broadridge Canada speaks out on growing AI opportunity, risk of 'spaghettification' in wealth tech, and more
08/16/2023
Forbes Names Micah Kelley A Top Next-Generation Wealth Advisor In 2023
The Kelley Financial Group is excited to announce that Forbes named Micah Kelley a Top Next-Gen Wealth Advisor for 2023.
08/15/2023
Sequoia Financial Group to Acquire Affinia Financial Group
Upon completion of the transaction, Affinia's clients will have access to a broader range of investment opportunities
08/11/2023
Brown Shipley hands court of protection business to Charles Stanley
The firm’s three-strong CoP team heads over to Charles Stanley amid a wider reorganisation.
08/11/2023
The Disappearing Credit Suisse Trademark
The process has already begun.
08/11/2023
Sustainable investing with Hamilton Reserve Bank
One of the issues that private banks face today is the requirement for customisation when incorporating sustainability into their business strategies.
08/10/2023
CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital
CI continues to expand and enhance its services for affluent investors
08/10/2023
America's Top Next-Gen Wealth Advisors
This well regarded group currently manages in excess of $457 billion in assets.
08/10/2023
Why wealth deposits remain a sore spot for banks
Bank customers with excess cash are increasingly choosing money-market funds and Treasury bills over traditional wealth accounts.
08/09/2023
Equilibrium Wealth Management Expands Capabilities Through Alliance With John K Consulting, LLC
Equilibrium Wealth Management and John K Consulting, LLC Join Forces to Redefine Retirement Planning
08/08/2023
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients
08/04/2023
Canaccord capital markets revenue slumps but wealth unit is a bright spot
The firm will take a restructuring charge amid challenging times for revenue generation
08/04/2023
Morgan Stanley establishes a presence in Munich
Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.
08/03/2023
Hightower Facilitates Fifth Sub-Acquisition for Fairport Wealth, Adding New Jersey-based Wealth CMT
Fairport Wealth continues expanding by adding $300 million registered investment advisory firm in Cherry Hill, NJ
08/03/2023
Prospera Financial Welcomes Three Wealth Management Firms With A Combined $539 Million In Client Assets
Southwest, East Coast and Mountain West Firms Expand Prospera's National Footprint
08/03/2023
Mercer Advisors Acquires Steward Wealth Management, LLC
The union expands Mercer Advisors' Texas Presence and deepens advisory talent providing tax and estate planning guidance
08/03/2023
Focus Financial Partners Reports Second Quarter 2023 Results
These revenues typically consist of family office type services, tax advice and fixed fees for investment advice, primarily for high and ultra-high net worth clients.