12/12/2024
WSR Honors The COO 5: Top Wealth Management COOs Of 2024
WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives
Wealth and Asset Management
12/12/2024
Northern Trust Releases Third Business Owner Benchmark
2025 promises to be a consequential year for business owners who face decisions about growth, family and legacy
12/12/2024
EFG Private Bank: Trump bringing bold but not wise policy
While there are economic issues to discuss, "people only want to talk about Trump".
12/12/2024
Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a “Rule-Breaking” Expansion
The report offers detailed perspectives on the global economic, market and geopolitical landscape ahead.
12/11/2024
LPL Financial Celebrates its Growing Network of Women in Wealth Management
Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals
12/11/2024
UBS Casts Wider Client Net with US Wealth Unit Shakeup
The firm on Tuesday announced wide-ranging leadership changes in its U.S. wealth operations and plans to devote more attention to pursuing clients below its typical ultra-high-net-worth neighborhood.
12/11/2024
3 reasons to consider launching a European private market fund
Strategic growth is often synonymous with new products and distribution channels.
12/11/2024
Sanctuary Wealth Expands and Enhances its Sanctuary One platform with BNY
Integration of BNY Pershing’s Wove Platform Allows Sanctuary Partner Firms to Elevate Client Experience
12/11/2024
UBS revamps US wealth management business
This will enable decisions to be made more quickly and a better response to customer needs will be possible.
12/11/2024
The Future of Wealth Management: Pension Funds and the Promise of Tokenized Assets
This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.
12/11/2024
Lazard CEO Sees 2025 as ‘Inflection Point’ for Asset Management
The firm outlined plans last year to double revenue and earnings by the end of the decade by boosting performance at its investment-banking and asset-management businesses.
12/11/2024
LPL Financial Celebrates its Growing Network of Women in Wealth Management
Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals
12/10/2024
Dow announces partnership with Macquarie Asset Management to launch Diamond Infrastructure Solutions
Dow announces partnership with Macquarie Asset Management to launch Diamond Infrastructure Solutions
12/10/2024
Vanguard to accelerate wealth management drive in restructuring
World’s second-biggest asset manager will break advice business into separate unit
12/10/2024
Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024
Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge
12/09/2024
Active ETFs gain ground on more passive benchmark trackers
Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds
12/06/2024
Wealth management a key growth target for CIBC as banking group reports earnings
Third big six Canadian bank announces earnings for the fourth quarter
12/06/2024
J.P. Morgan’s data platform to incorporate FactSet analytics
The move helps clients focus on investment insights and alpha generation while leveraging modern data management.
12/06/2024
Choreo unveils tax platform to shift wealth management
New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.
12/06/2024
Concurrent Snags Six New Advisors, $885M in AUM
The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.