09/12/2024
BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets
Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models
Wealth and Asset Management
09/11/2024
Private Bank Announces Financial Initiative To Support the Creative Community
Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta
09/11/2024
Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners
Titan Unveils Membership Plan and Titan Access
09/11/2024
Apollo Is Selling $1 Billion a Month of Products to the Wealthy
Apollo has added about 200 people who work in wealth in the past three years
09/11/2024
Wealth management veteran wants to help advisors share best practice
New peer-to-peer community launched by former LPL, Thrivent leader.
09/11/2024
Brookfield to Invest Up to $1.1 Billion in Infinium to Scale Ultra-Low Carbon eFuels
Brookfield is a tremendous partner, and we are thrilled to secure this additional capital
09/10/2024
September blues for tech unlikely to last
The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.
09/10/2024
Amalia Todryk Named to BizTimes Milwaukee’s “Notable Women in Wealth Management”
Todryk is on the Milwaukee Symphony Orchestra’s Sound Legacy Campaign Committee and is a supporter of the Wisconsin Humane Society
09/09/2024
BNY plans to acquire Archer and integrate its managed account services
The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.
09/09/2024
Amundi Tie-Up Offers US Private Credit to Wealthy Individuals
It will also be open to other kinds of investors including institutions, family offices and asset managers.
09/09/2024
JP Morgan Asset Management Expands Morgan Money Platform with Treasury, Cash Management Capabilities
This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”
09/09/2024
Breaking The 3rd-Gen Curse: How Family Offices Are Evolving Today
Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.
09/06/2024
What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions
Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs
09/06/2024
Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030
They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.
09/06/2024
CIBC announces leadership changes affecting wealth management
Changes offer leaders broader experience across banking group's operations
09/06/2024
WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards
Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.
09/06/2024
Wealth Enhancement Group Announces Acquisition of Levy Wealth Management Group, LLC
This partnership marks Wealth Enhancement Group's ninth location in Pennsylvania and brings the firm's total client assets to more than $90.5 billion.
09/06/2024
Portland Wealth Management Firm Expands Access to Billionaire-Level Services for All Residents
A McKinsey report published in January 2024 shows a 60% increase among clients looking for holistic financial advice
09/05/2024
J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities
Morgan Money and Kyriba to streamline liquidity management workflows for customers
09/05/2024
Banks are ceding their wealth funnel advantage, says Cerulli
A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.