05/09/2024
Brookfield Asset Management Announces Strong First Quarter Results
Insurance Flows and Castlelake Add $75 Billion of AUM Since Quarter End
Wealth and Asset Management
05/09/2024
First Citizens Wealth Launches Enhanced Private Investments Capabilities
Private Investments reflects our commitment to delivering outstanding options and advice to our clients.
05/09/2024
LPL Closes Acquisition of $6.5B Wealth Business
Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets
05/08/2024
Wealth Enhancement Group Partners with The Retirement Group, LLC, a Hybrid RIA with Over $809 Million in Client Assets
This partnership marks Wealth Enhancement Group's newest office in San Diego, California bringing the firm's total client assets to more than $82.7 billion.
05/08/2024
Key Private Bank Wins Best Regional Private Bank At The 2024 Family Wealth Report Awards
This is the second time Key Private Bank has received this award.
05/08/2024
The AmeriFlex Group acquires The W Source
AmeriFlex Group purchases a women-to-women professional networking platform.
05/08/2024
How do Canada's cities rank among the world's wealthiest?
New data reveals where the millionaires and billionaires hang out
05/07/2024
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation
Financial Times and PWM Announce Wealth Tech Awards
05/07/2024
Key Private Bank wins 'Best Regional Private Bank' at the 2024 family wealth report awards
The award recognizes industry-leading firms providing best-in-class services and innovative wealth management solutions to clients.
05/03/2024
Macquarie Group announces $A3,522 million full-year profit
Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million
05/03/2024
Mirabaud Bank Targets Expansion in Brazil’s Wealth Management Sector
With plans to triple its managed assets in Brazil within the next two years, the firm is positioning itself to capture the burgeoning wealth management market in the region.
05/03/2024
Mathis Wealth Management Acquires Ventura, California Wealth Management Practice Phoenix Wealth Management firm expands into California.
RH Wealth recognized this need, and the acquisition assured its clients that their best interests will continue to be well-served into the future.
05/03/2024
LPL ‘Reimagining’ Alts Platform: CEO
LPL Financial CEO Dan Arnold says the firm is developing a variety of solutions for advisors to expand their businesses.
05/02/2024
Asset managers focusing on enhancing product quality, accuracy – Northern Trust
A spokesperson for Northern Trust explained that "accuracy" refers to "having the right product for the right client."
05/02/2024
StratiFi and Altruist form strategic alliance
Tech platforms collaborate to enhance wealth managers' practices.
05/02/2024
Sanctuary Wealth acquires Tru Independence
Sanctuary Wealth redefines its RIA channel with their latest purchase.
05/02/2024
JPMorgan Embraces Family Offices, With 'Very Tailored' Advice
The global private banking division has been advising family offices for more than 200 years
05/02/2024
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
Avantax continues investing in advisor practices, complementing its suite of succession and buyout options
05/02/2024
Advisors can't expect client loyalty, TCR may be the catalyst to switching
JD Power report warns that fee transparency could fuel attrition
05/02/2024
Wealth Management Firms in Canada at Increased Risk of Losing Younger Affluent Clientele as Fee Transparency Regulation Looms, J.D. Power Finds
The regulation is intended to make the cost of owning investment products more transparent to investors in Canada.