09/20/2024
Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms
In creating its Top 100 RIA Firms list, Barron’s says its goal is to shine a spotlight on the nation’s best financial advisors
Wealth and Asset Management
09/19/2024
Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List
Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.
09/19/2024
Northern Trust boss: we’re only human after all
One of the key lessons of economic history is that technology alone cannot determine investment performance
09/18/2024
Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
Global family offices open more physical offices in different jurisdictions
But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.
09/18/2024
Over 25% of HNW Baby Boomers lack savings for later-life care costs
More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.
09/18/2024
EP Wealth Advisors Continues National Expansion With Acquisition of Atlanta-Based CornerCap Investment Counsel
Partnership is EP’s largest in the Southeast – adds talent and tools to enhance current offerings
09/17/2024
AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City
New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience
09/17/2024
BNY to launch Alts Bridge wealth platform for private markets
Alts Bridge creates a powerful solution for investors, advisors, and the home office.
09/17/2024
Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices
At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.
09/17/2024
Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek
Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.
09/17/2024
Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing
Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally
09/17/2024
Financial Designs Wealth Celebrates Doubling Assets Under Management In Under Three Years
The pair’s experience with financial planning and business ownership helps clients achieve their financial goals and peace of mind.
09/17/2024
Enhancing the client experience drives operational growth
Creating greater and more efficient touch points with clients is key for advisors, says Snowden Lane COO.
09/17/2024
d1g1t Unveils Wealth Management Billing Solution
Flexible, scalable revenue management solution drives operational excellence
09/16/2024
Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios
09/16/2024
UBS shifts focus away from corporate bonds as yields drop, risks increase
Yields move inversely to prices.
09/16/2024
Creating the Family Office Framework: Three Keys to RIA Success
Clients increasingly expect white-glove concierge services from their advisors.
09/13/2024
Hightower Makes Strategic Investment in Charles D. Hyman & Co.
$2.3 Billion RIA has been advising families on their wealth for 30 years
09/13/2024
HSBC Private Banking Cheuk Wan Fan Expects Fed to Start Rate Cut Cycle in Sep
Central bank rate cuts will have a positive impact on bond, equity and asset valuations.