06/02/2023
Dakota Wealth Management Acquires Stillwater Investment Management, LLC
Strategic acquisition brings AUM to approximately $3.2 billion
Wealth and Asset Management
06/02/2023
UBS advisor Matt Odom named to Forbes Best-In-State Wealth Advisors List
Matt has over 20 years of experience providing high-net-worth individuals and families with holistic wealth management advice and solutions that address their short and long-term financial goals.
06/02/2023
LDJ Capital Introduces New Crypto Wealth Management Service for Discerning, Tech-Forward Investors
The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.
06/02/2023
Goldman Sachs to Hire More Advisors for UHNW Unit: Exec
Waldron was speaking specifically about the group of around 1,000 advisors and support staff at its ultra-high net worth Private Wealth business, a spokesperson confirmed.
06/02/2023
Morgan Stanley’s Profit Goal for Wealth Management Division
However, it recently set a goal of $12 billion in pretax profits for its wealth management division in the coming years.
06/01/2023
Scotia Global Asset Management announces risk ratings changes on some of its Funds
There is no change to the investment objective or strategy of the funds associated with their new risk ratings.
06/01/2023
A bumpy path to US dollar weakening
As an unexpectedly resilient US economy keeps kicking expectations of a recession into the future, the dollar has been supported in recent months.
06/01/2023
End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry
"Customer demands for personalized wealth solutions are steadily rising along the value chain, requiring wealth and asset managers to make further investments,"
06/01/2023
With a debt ceiling deal in view, now what?
US policymakers responded quickly to 2023 banking sector turbulence with liquidity measures, verbal intervention, and rescue deals. Now, a compromise bipartisan debt ceiling extension deal is coming together in Congress.
06/01/2023
Veteran Recruiting & Leadership Team Launches Growth-Focused Firm Momentum Wealth Partners with LPL Affiliation
Kevin R. Frank and S. Asif Hussain are the Co-Founders and Managing Partners of Momentum Wealth Partners
05/31/2023
Hightower Makes Strategic Investment in Vigilant Wealth Management
Hightower expands partnership footprint in the northeast
05/31/2023
Credit Suisse Shares Breach NYSE Rules
Under the terms of the agreement, Credit Suisse shareholders will receive one UBS share for 22.48 shares.
05/31/2023
Mariner Wealth Advisors Acquires Financial Wellness Platform Spring
First Acquisition of its Kind for the Firm Will Support Employee Retention and Experience
05/30/2023
Canaccord Genuity Group Inc. announces completion of its acquisition of Mercer's Canadian Private Wealth Business
The former clients of Mercer Private Wealth will benefit from access to the extensive range of services offered by Canaccord Genuity Wealth Management in Canada, in addition to global research and expertise from across Canaccord Genuity Group.
05/30/2023
American Bank & Trust partners with Marstone to enhance wealth management offering
American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.
05/29/2023
How top banks like JPMorgan and Goldman Sachs train young wealth managers to work with ultra-rich clients
Insider spoke to 4 top banks about how they prepare bankers to work with their most prized clients.
05/26/2023
Three UBS advisors in Florida named to Forbes/SHOOK Top 250 Wealth Advisors list
The list was developed by SHOOK Research and is based on a variety of qualitative and quantitative factors, including in-person interviews, industry experience, compliance records, assets under management, and revenue.
05/26/2023
Four UBS wealth management advisors in Hawaii named to Forbes and Barron’s Top Advisor Lists
This acknowlegment recognizes their experience, professionalism and dedication to providing clients with high quality advice and service.
05/26/2023
JPMorgan pushes wealth management goals with private bank's Midwest and South regions
The New York-based banking giant announced plans Wednesday to set up Midwest and South divisions within its private bank's Central Region.
05/26/2023
Ten Capital reaches $1 billion in managed assets
New milestone coincides with Hightower strategic partnership