11/15/2023
How one advisor to the ultra-affluent successfully manages his practice
Ultra-high-net-worth advisor Thane Stenner shares practice management wisdom – both inherited and hard-earned – that's steered him well
Wealth and Asset Management
11/15/2023
Cognicor Receives Multiple 2023 Wealth Management Technology Awards
Firm Earned Recognition from WealthManagement.com and Datos Insights as an Elite Provider of AI-Enabled Wealth Solutions
11/15/2023
Quorum Private Wealth Named "Partner Firm of the Year" and Listed on Forbes America's Top RIA Firms and Wealth Advisor Best-In-State Rankings
Plus, volunteer work in community results in donation to Financial Women of San Francisco
11/15/2023
Alpine Private Wealth Unveils New Brand, Reaches $1 Billion in Assets
The firm remains affiliated with Alpine Capital Research (ACR) via common ownership.
11/14/2023
Savant CEO Brent Brodeski Named a 2024 Chicago Titan
Program recognizes Chicago’s top 100 CEOs and C-Level executives.
11/14/2023
A Closer Look at the Technology Reshaping Family Offices
Band-aid solutions will no longer work.
11/13/2023
Why The Wealth Management Value Proposition Is Best-In-Class
I’ve come to believe that disruptive change is the ultimate moment when your value proposition either holds or fails.
11/10/2023
Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital
The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.
11/10/2023
Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year
The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.
11/10/2023
Northern Trust Named Best Private Bank for Family Offices and Succession Planning
There were several initiatives from Northern Trust which the judges felt worthy of note
11/09/2023
Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny
Regulator has sought stronger anti-money laundering controls
11/08/2023
Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
Valley National Bank and FusionIQ collaborate on digital wealth solutions
FusionIQ, a cloud-based wealth management firm, has established a strategic alliance with New Jersey-based Valley Bank.
11/07/2023
Brookfield Asset Management Announces Strong Third Quarter Results
Strong Fundraising with $61 Billion of Capital Raised Year-to-Date; Remain on Track to Achieve Capital Raising Target of Close to $150 Billion
11/07/2023
UBS wants to shed $5B in wealthy clients’ assets
The firm is picking the bits of Credit Suisse it does and does not want.
11/06/2023
Value Partners Fixed Income Investment Outlook
After pausing in June, the Fed raised rates by 25bps in July, and the market priced in odds of another hike by the year-end.
11/06/2023
Why there are still active asset managers
In the decade to June 2023, only a quarter of US-based active strategies survived and beat passive alternates.
11/06/2023
US private equity firm takes control of Titan Wealth
Parthenon Capital has become the majority shareholder in Titan Wealth after making a ‘major’ investment in the business earlier this year.
11/03/2023
Uncertainty over the path of monetary policy looks likely to remain a concern
Equity markets also focused on the more dovish aspects of the meeting, with the S&P 500 climbing 1.1%—marking the strongest three-day rally since March.
11/03/2023
Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron’s Industry Awards
These awards reflect our ability to leverage technology to create innovative solutions in investment advisory for the benefit of our clients and Financial Advisors.