04/15/2024
Last Friday, the Chair of BBVA formally opened the new Miami office of BBVA Global Wealth Advisors (GWA), BBVA’s U.S. registered investment advisory unit. Carlos Torres Vila met with the team at this new office, comprised of over 30 professionals.
04/12/2024
The report was enough to immediately send Morgan Stanley shares (MS) down on a day when markets were up.
04/12/2024
This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices.
04/12/2024
Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity
04/12/2024
The trio join the US Federal Reserve, which was already known to be investigating the wealth-management unit’s internal controls.
04/12/2024
BlackRock's AUM surged 15% in the first quarter from a year earlier
04/11/2024
Preliminary net outflows were $1.2 billion for March 2024 and $8.0 billion for the quarter-ended March 2024.
04/10/2024
Additionally, research suggests that this wealth will transfer to a smaller, yet more diverse group compared to previous generations.
04/10/2024
Stratos Private Wealth extends its market footprint Stratos Private Wealth expands to Westchester, New York, and Southern New Jersey
04/10/2024
The stocks of Citigroup, Wells Fargo, JPMorgan and Bank of America have climbed 20%, 17%, 16% and 12% so far this year — outperforming major indexes.
04/10/2024
LPL offers a wide range of investment products, premier platforms, and top-tier technology solutions to serve financial institutions of all sizes.
04/09/2024
Bond ladders can be a useful tool to help investors balance their liquidity needs with stable income generation.
04/09/2024
The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.
04/09/2024
There are more than 2,600 billionaires in the world, almost all of them requiring a family office.
04/09/2024
The firm is rebranding a pair of Stratos-affiliated practices to boost its presence on the East Coast
04/09/2024
This strategic collaboration aims to empower advisors with enhanced capabilities
04/08/2024
They just don’t own giant vaults and swim in gold like Scrooge McDuck.
04/08/2024
Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.
04/05/2024
Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.
04/05/2024
The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.