05/09/2023
Goalsetter & Envestnet bring wealth building tools for financial advisors
This partnership aims to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.
Wealth and Asset Management
05/09/2023
Rothschild & Co advises on four winning deals, The Banker Deals of the Year
Four of our transactions were named Deals of the Year by The Banker Deals of the Year, which considered deals completed in the 12 months to March 2023.
05/09/2023
IG Wealth Management Mortgage Study: Most Canadians Are Not Receiving the Financial Advice They Need When Getting a Mortgage
"In today's climate, with rising rates and real estate market shifts that are impacting many areas of the country, mortgages are likely one of the largest debts for many Canadians – and their house their largest asset,"
05/09/2023
Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM).
05/09/2023
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse
05/08/2023
The role of customer experience in wealth management strategy
New consumer groups offer a great deal of growth potential for wealth firms
05/08/2023
Ultra-Rich Investors Ready To Put Cash To Work, Goldman Says
The survey was the second bi-annual “Eyes on the Horizon” report, designed to uncover trends among 166 Goldman Sachs family office clients around the world, where the threshold is $500 million in assets but 72% have at least $1 billion.
05/08/2023
IGM Financial Inc: A Leading Wealth and Asset Management Company in Canada
The firm has an impressive market cap of C$9.17 billion and boasts a price-to-earnings (P/E) ratio of 10.86, against the P/E ratio growth of 14.05.
05/08/2023
Goldman Sees Family Offices Beefing Up on Stocks, Private Equity
About 12% of family office portfolios on average are in cash or cash equivalents, a level that’s higher than other institutional investors’ positioning, according to the report, which surveyed 166 firms globally.
05/08/2023
Hightower Makes Strategic Investment in TEN Capital Wealth Advisors in Spokane, Wash.
With a motivated team and fast-growing clientele, the $1 billion firm has become a center of influence in the Pacific Northwest
05/05/2023
Fear is the path to... underperformance?
In honor of Star Wars Day (May the Fourth be with you!), let's ignore Han Solo's request (“Never tell me the odds!”) and look at the historical probability of gains and losses for the S&P 500, using different time horizons.
05/05/2023
Wells Fargo is pushing for quantity over quality in its private bank
Today, we've got stories on Goldman Sachs shaking up leadership in its investment bank, a new executive role in Bank of America's tech division, and what the most expensive home in the US looks like.
05/05/2023
Julius Baer senses opportunity in Brazil
UBS’s acquisition of Credit Suisse will further reduce the number of large international private banks in Brazil.
05/05/2023
Modera Wealth Management LLC Invests in Cybersecurity Leader CrowdStrike Holdings, Inc.
CrowdStrike offers cloud-delivered protection across endpoints, cloud workloads, identity and data, along with threat intelligence.
05/05/2023
Pictet announces the closing of its private equity flagship Monte Rosa Fund VI at $1.6 billion and its Monte Rosa Co-Investment V at $900 million
These fundraisings sawsubstantial interest from existing investors in the Monte Rosa franchise and from a new and geographically diversified set of clients.
05/04/2023
Three UBS advisor teams in the Philadelphia D.C. Wealth Management Market recognized by Barron’s
The team operates offices in Philadelphia, New York City and Dallas.
05/04/2023
Fixed Income Strategist: Incorporating high yield into your portfolio
Most clients own a combination of equity and fixed income assets within their portfolio.
05/04/2023
Ty J. Young Wealth Management Acquires Financial Practice of Timothy Nicksick
This is the 32nd acquisition of Ty J. Young Wealth Management in the past five years
05/03/2023
Franklin Templeton Acquires Managed Options Capabilities for Advisors Serving Wealth Management and Institutional Clients
Acquisition of volScout Reinforces Franklin Templeton’s Position as a Top SMA Provider and Enhances Its Custom Solutions Capabilities
05/03/2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023 May 2, 2023