01/12/2024
Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.
01/12/2024
This is the second consecutive year it has been named to the distinguished list, which recognizes teams from national, regional and independent firms.
01/12/2024
“When investors have such high expectations, there is very little margin for error.”
01/12/2024
Advisors say estate planning and tax planning are key areas of interest for such clients.
01/12/2024
BlackRock announced 600 job cuts earlier this week.
01/11/2024
$1.5 Billion RIA partnership marks Waverly’s largest acquisition
01/11/2024
The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.
01/10/2024
The honors were announced by Global Finance for the 2024 World’s Best Private Bank Awards.
01/10/2024
This is Hightower’s first announced deal of 2024 after announcing 12 transactions in 2023.
01/10/2024
The award can be clawed back if Reilly leaves before that time or under other circumstances, according to the filing.
01/09/2024
Zappas had produced $2 million in annual revenue from $500 million in client assets when he left UBS for First Republic, which was acquired by JPMorgan in May.
01/09/2024
Impax has entered into an asset purchase agreement with the Formuepleje Group, an existing client and distribution partner of Impax, with respect to the acquisition.
01/09/2024
Annual award is given to wealth management professionals demonstrating a commitment to client services and strong industry credentials
01/08/2024
The Cypress Group will operate out of RBC's office in Wilmington, North Carolina
01/05/2024
The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.
01/05/2024
Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team
01/05/2024
The deal with FirstWave represents Savant's 11th acquisition in the last year.
01/04/2024
The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.
01/03/2024
Strategic acquisition adds a third Massachusetts office for the firm
01/03/2024
Mercer Advisors has made a deal to snap up a US-based firm.