03/15/2024
Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management
This expansion highlights Carson Wealth's commitment to delivering exceptional wealth management services nationwide.
Wealth and Asset Management
03/14/2024
Baird Adds The Palm Financial Group to Madison West Office
The firm also has an office in Downtown Madison.
03/14/2024
J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom
With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.
03/14/2024
UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits
The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.
03/14/2024
Blue Owl takes aim at wealth market with investments in alts firms
US private markets firm has a near 50/50 split when it comes to fundraising from institutional and wealth clients.
03/14/2024
Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity
Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground
03/13/2024
IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform
Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow
03/12/2024
Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services
Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
03/12/2024
Goldman Sachs seeks to expand private credit portfolio to $300 billion in five years
Of the $40 billion to $50 billion Goldman plans to raise for alternative investments this year, at least a third will be dedicated to financing private credit strategies, he said.
03/11/2024
Elon Musk's Wealth Takes A $40 Billion Hit In 2024
The decrease in Musk’s wealth is primarily linked to Tesla‘s share price, which has seen a decline of nearly 29% in 2024.
03/11/2024
Envestnet Named Asset Management Platform of the Year in Wealth Solutions Report's Inaugural Wealth Exemplar Awards Program
Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice
03/11/2024
Indianapolis Team Leaves Stifel to Create M&K Legacy Wealth – a Registered Investment Advisor
M&K is a people-first culture with deep compassion for serving families, building trusted, multi-generational relationships, and providing an exceptional experience.
03/08/2024
BNP Paribas Asset Management leads the way to accelerate Net Zero ambitions in partnership with NYC Comptroller’s Office and Climate & Nature Solutions
This joint initiative aims to provide clear guidance to the institutional investment community, to reposition their portfolios for sustainable growth.
03/07/2024
UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List
Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing.
03/06/2024
Perigon Wealth Management Expands With Two New Firms
The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.
03/06/2024
Mercer buys $2.5bn UHNW RIA
The deal is the third — and by far the largest — of the year for Mercer.
03/06/2024
Morgan Stanley’s wealth-management unit is a key growth area, analysts say
Jefferies analyst Daniel Fannon praises bank’s ‘large wealth management opportunity’
03/05/2024
Belmont Capital Advisors Embarks on Significant Expansion to Broaden Wealth Management Services
Belmont Capital Advisors' decision to expand its operations is driven by a growing demand for personalized wealth management services.
03/05/2024
Marshall Wealth Management Group has a new name for a new beginning
The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.
03/05/2024
Osaic embraces Sturkie Wealth Management Group
The wealth management group Sturkie has been added to Osaic.