03/22/2024
Raymond James signs $300M trio from UBS
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
Wealth and Asset Management
03/21/2024
Voyant Debuts New Wealth Management Solutions
Social Security Optimization, Roth Conversion and Advanced Insurance Modeling are the latest additions to Voyant’s core product
03/21/2024
Blackstone Billionaire Tony James’ Family Office Spawns New Firm
The fund is set to close this year, said the person, who asked not to be identified as the details are private.
03/21/2024
BNY Mellon Expands Private Credit Access in Asia
In Asia, private banks remain positive on investing in private credit
03/21/2024
ACA Group Launches Dedicated Practice Group Providing GRC Solutions for Wealth Managers
ACA Wealth sets a new standard in GRC support for wealth managers, providing unmatched expertise and comprehensive solutions to address evolving regulatory requirements.
03/21/2024
Savant Wealth Management named among 10 Best Financial Advisors
It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country
03/21/2024
Keebeck Wealth Management Partners with Qdeck to Revolutionize Client Experiences Through AI Technology
The partnership will enable Keebeck to enhance the overall client experience and set new standards in wealth management by harnessing Qdeck's AI-driven technology, Qadvisor.
03/21/2024
Asset & Wealth Management M&A Expected to Accelerate in 2024 and Beyond
Acquisitions remain a preferred strategy for asset managers
03/20/2024
$2B MultiFamily Office Goes Robo With New AI Fintech Qdeck
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
03/19/2024
HSBC Global Private Banking moves overweight global equities
HSBC Global Private Banking moves overweight global equities
03/19/2024
Blackstone Billionaire Tony James’ Family Office Spawns New Firm
The fund is set to close this year, said the person, who asked not to be identified as the details are private.
03/18/2024
Wealth Managers Bet on More Fuel For Private Credit
Wealth Managers Bet on More Fuel For Private Credit
03/18/2024
Blackstone-backed ASK launches hedge fund for UHNWIs, family offices
The open-ended category 3 long-short Alternative Investment Fund (AIF) has no fixed tenure, and positions itself as a core portfolio holding.
03/18/2024
Neuberger Berman and Key Wealth Announce A Proprietary Customized Direct Investment Offering For Key Private Bank Clients
In an evolution of direct indexing, Neuberger Berman's Customize Direct Investing solution will be integrated into Key Wealth's Equity Strategies to help customize portfolios and manage tax impact for Key clients
03/18/2024
BBVA Group establishes a new investment advisory subsidiary in Miami
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/18/2024
CI Financial Reports Total Assets of $465.9 Billion for February 2024
Canadian wealth management assets of $91.9 billion, Canadian custody assets of $27.1 billion, and U.S. wealth management assets of $218.9 billion.
03/15/2024
OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions
This collaboration marks a leap forward in delivering next-gen wealth management technology solutions to banks and financial institutions across North America.
03/15/2024
EFG Agrees to Pay the US for Possible Sanctions Breaches
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures
03/15/2024
Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management
This expansion highlights Carson Wealth's commitment to delivering exceptional wealth management services nationwide.
03/14/2024
Baird Adds The Palm Financial Group to Madison West Office
The firm also has an office in Downtown Madison.