01/05/2024
For one wealth practice, reimagining the workspace has done wonders
Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team
Wealth and Asset Management
01/05/2024
Savant Moves into Florida with $440M FirstWave Financial
The deal with FirstWave represents Savant's 11th acquisition in the last year.
01/04/2024
Goldman Sachs Asset Management raises $650 million for life sciences fund
The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.
01/03/2024
Dakota Wealth Management Acquires C2C Wealth
Strategic acquisition adds a third Massachusetts office for the firm
01/03/2024
Mercer Advisors snaps up Transitions Wealth Management
Mercer Advisors has made a deal to snap up a US-based firm.
12/29/2023
Top 100 wealth management and other financial services firm visitors to TWM in 2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic
12/29/2023
BTG-Backed Brokerage Is Hunting for a Multifamily Office to Buy
The firm is interested in buying an established business working with families away from the main state capitals
12/28/2023
Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia
The addition of Foundational Wealth Advisory marks Wealth Enhancement Group's third office in Georgia.
12/27/2023
Baby boomers over 70 hold more than 30% of wealth in the US
There are about 2.3 million people over 70 in the country in 2019
12/27/2023
Wealthy Individuals Most Worried About Loss Of Investment Value, Chubb Says
Eighty percent of respondents said the loss of value to their investments was their top concern
12/27/2023
10 stories about DEI in wealth management in 2023
Scroll down to see how the Financial Planning team has covered matters of race, diversity and inclusion in 2023.
12/22/2023
Private banking and markets in 2024: what’s the outlook?
Will interest and inflation be a burden to private banking markets in 2024?
12/22/2023
Outgoing Morgan Stanley CEO James Gorman sums up JPMorgan's Jamie Dimon as 'the best bank executive in the world'
His remarks marked a relatively rare instance of one master of the universe on Wall Street acknowledging the accomplishments of another.
12/21/2023
Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors
Wealth Enhancement Group has entered into the Kentucky market and has chosen to acquire Landmark Financial Advisors to gain a foothold in the region.
12/21/2023
Stephen Skokos Named as Top Next-Gen Wealth Advisor for Second Consecutive Year
The award recognizes financial advisors who are under the age of 40.
12/20/2023
How to Invest in 2024: Insights from Wealth Managers and Stock Market Experts
Wealth managers advise clients not to panic about interest rates, inflation and other challenges as 2024 approaches. Instead, here are a few tips.
12/20/2023
Generative AI in asset and wealth management: The art of possible
Generative AI has the potential to reshape investing and change how money managers advise, inform, and engage their clients.
12/19/2023
Swiss private bank Mirabaud aims to double LatAm wealth assets
The group is aiming to hit $8bn in assets under management in Latin America over the next six years.
12/19/2023
ASIC issues infringement notice to Northern Trust Asset Management for greenwashing
ASIC was concerned the information in the PDSs was misleading because the Carbon Emissions Exclusion Screen was not properly applied.
12/19/2023
Wealth Enhancement Group Expands with the Acquisition of Asset Management Resources
As expansion continues in the northeast, this marks Wealth Enhancement Group's 18th acquisition of 2023.