10/12/2022
A different option in Canadian wealth management
In recent years, a new offering has emerged – one that allows investment advisors to deliver uniquely customized solutions to meet the desired outcomes of their clients.
Wealth and Asset Management
10/12/2022
SageView Advisory Group Agrees To Acquire $415 Million Women-Led Lakeview Wealth Management
Metro-Chicago Based Former LPL Financial Affiliate to Join SageView to Gain Greater Efficiencies and Provide Expanded Capabilities and Enhanced Services to Clients
10/12/2022
HCR Wealth Advisors' Michelle Katzen Wins 'Rising Star of the Year' Award at 2022 Wealth Management Industry Awards
Additionally, Alyssa Phillips spoke on a CTO panel at the 'Wealthies' and was named finalist for CTO of the Year, plus other firm leaders were panelists at other recent key industry events
10/11/2022
Wells Fargo Advisors Moving Clients Out Of Private Banking, Insider Reports
The news is based on internal documents first obtained by Insider, a news site that focuses on financial and political news.
10/11/2022
Investment Strategy
Even the Fed dot plot suggests a growing divergence of views within the Fed, which only spotlights uncertainty.
10/10/2022
Why your art collection should be part of your estate planning
Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.
10/10/2022
How To Evaluate Your Elite Wealth Management Team
An elite wealth management team is composed of leading financial and legal professionals coordinated by your wealth manager who works cooperatively to provide the expertise that creates exceptional value for you.
10/10/2022
UBS Advisors Drew Freides and Michael Kanigher Named Among America’s Top Wealth Advisors by Forbes/SHOOK Research
Their entire team has achieved a remarkable level of success through their dedication, focus, and commitment to their clients.
10/07/2022
Jensen Partners to support asset managers with investment from JB Capital
JB Capital primarily invests in areas that are not adequately served by institutional investors.
10/07/2022
BSSF Wealth and Lighthouse Wealth Management Merge
The new organization will continue under the Lighthouse name.
10/07/2022
BNY Mellon Leaders Recognized by American Banker on 2022 Most Powerful Women in Banking List
Portney is a tireless advocate for talent development and her professional advancement initiatives have resulted in a considerable increase in the diversity of the finance organization over the last year.
10/07/2022
Bluespring Wealth Partners Expands West Coast Footprint With Addition of Welty Capital Management
Firm merges into Bedell Frazier Investment Counselling, further solidifying Bluespring Wealth’s California presence and commitment to supporting meaningful firm growth
10/06/2022
Merrill releases digital tool to match wealth clients with financial advisors
Merrill Advisor Match solves for this need by offering a simple set of questions to answer, serving up a personalized list of advisors and providing the option for the prospect to digitally schedule a meeting with the advisor of their choice.
10/06/2022
Wealth Enhancement Group Grows by Adding Scroggins Wealth Management, an Independent RIA with Over $370 Million in Client Assets
This is Wealth Enhancement Group's 11th Acquisition in 2022, Bringing its Total Client Assets to More Than $57.7 Billion.
10/05/2022
Merrill Advisor Match Transforms the Way People Find a Financial Advisor
New Digital Tool Makes It Easier than Ever to Match People Seeking Financial Advice to Financial Advisors
10/05/2022
Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
10/05/2022
Citi Warns Charities Face Crisis Despite $2.4 Trillion Warchest
Report finds giving was already stagnating before donors were hit this year with declining asset values and elevated inflation.
10/05/2022
How Raymond James Wants to Help Advisors Up Their HNW Game
To participate in the program, advisors must “have a certain number of clients who [are] high net worth,” which Raymond James defines as having $2.5 million and above of investable net worth
10/05/2022
Raymond James Nabs $1.1 Billion Merrill Team
And a former Merrill Lynch advisor who managed $4.5 billion,quit to open a registered investment advisory firm in San Francisco.
10/04/2022
Oak Hill Capital buys Stone Point’s stake in wealth manager Kestra
Following the announcement of the new deal, Kestra has started the process recapitalisation of its alliance with its parents, Oak Hill Capital and Warburg Pincus.