06/21/2022
Insurance broker Hub International snaps up Heritage Wealth Management
“Their experience both on the plan side and serving wealth management clients with their “client first” approach which aligns to the HUB RPW service model.”
Wealth and Asset Management
06/21/2022
SageView Advisory Group Agrees To Acquire $321 Million Los Angeles-based Wealth Management Firm
Summit Financial Consultants To Join SageView For RIA's Expertise in Retirement, Wealth Management
06/20/2022
Growing An Advisory Practice With The Wealthy During A Bear Market
The only flaw in this logic is that very likely, the clients see themselves as down and are unhappy about it.
06/20/2022
High- And Ultra-High-Net-Worth Clients Require An Innovative Approach
Clients are motivated to focus on their immediate goals and needs first.
06/17/2022
Wealth Management Firms Thinking Happy Thoughts Amid Ugly Bear Market
Erdmann, who was the top ranked advisor nationally last year, as well as many economists and advisors across the major firms on Wall Street are striking a positive tone despite the recent drawdown.
06/17/2022
What the next generation of millionaires want from their wealth management firm
It found that millennials coming into wealth are far more price-sensitive than the previous generation, especially in a bear market.
06/17/2022
BMO EMEA to be rebranded as Columbia Threadneedle Investments
Follows £615m acquisition
06/17/2022
Ensuring Your Impact Investments Deliver Impact
ESG funds should provide a double bottom line of eliciting a positive social and/or environmental change and a market-rate financial return.
06/17/2022
Millennial millionaires are delaying home, car purchases due to inflation
Millennials are three times more likely to be cutting back on big purchases compared with their baby boomer counterparts.
06/17/2022
From $125 Million for The Met to $3.5 Billion for Climate Change: The Best in Philanthropy
We honor today's esteemed philanthropists who are aiding climate change, overlooked communities, hunger and more.
06/17/2022
Robo-advisor Wealthsimple lays off 13% of staff
Katchen also revealed Wealthsimple plans to reduce its investment in non-core businesses ‘like peer-to-peer payments, tax, and merchant services,’ and sharpen its focus on investing, banking and crypto.
06/16/2022
Icon Wealth Partners to Join Focus as a New Partner Firm, Broadening Focus’ Presence in the Texas Wealth Management Market
Icon Wealth Partners has built its reputation by serving and advising a select group of high net worth families, business owners, corporate executives, law firms and foundations throughout the United States.
06/16/2022
Northern Trust Announces Leadership Changes
Fradkin announced additional leadership changes in Wealth Management.
06/15/2022
Sanctuary CEO Willing to Pay 'Huge Premiums' for These Kinds of Advisory Firms
Sanctuary Wealth CEO Jim Dickson talks about what he sees in the RIA M&A landscape, what he looks for in an acquisition target and where he thinks the industry is headed.
06/15/2022
Wells Fargo Team Goes Independent With Raymond James OSJ Concurrent
A former Wells Fargo team managing $630 million in client assets has created their own independent practice, Vision Wealth Advisors, with the support of Concurrent Advisors, a Raymond James super OSJ backed by Merchant Investment Management.
06/15/2022
Marianne Rodriguez of Round Table Wealth Management Makes "40 Under 40" List
InvestmentNews judges recognize her accomplishments, leadership and commitment to clients and the financial planning profession
06/15/2022
Former BNY Mellon Consultants Launch North River Wealth Advisors
The firm provides comprehensive investment management and financial planning
06/15/2022
Northern Trust Selected by Wilmington Trust to Support Market-Leading Collective Investment Trust Platform
The agreement offers Wilmington Trust a competitive edge by implementing the customized solutions, deep expertise, and innovative technologies provided by the Northern Trust team.
06/14/2022
AssetMark to Buy Adhesion Wealth from Vestmark
AssetMark has been looking to grow for some time, with Wolfsen saying in November that the firm was actively looking for acquisitions that would help it add technologies and services for advisors.
06/14/2022
Insigneo Financial Group to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Capital Raise to Support Company’s Continued Growth and Expansion