06/14/2024
Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.
06/14/2024
The way firms develop these attributes will vary, but they’ll all need to create a clearly identifiable brand if they’re to serve clients with $25 million or so in assets.
06/14/2024
Harbourfront’s acquisition of Cornerstone adds a material amount of assets under administration and revenue to the greater Harbourfront platform.
06/14/2024
Wealth Advisor recognized for his exemplary professional achievements
06/13/2024
The Fund’s shares will no longer trade on NYSE Arca after market close on July 12, 2024, and the shares will subsequently be de-listed.
06/13/2024
Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million
06/13/2024
The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.
06/13/2024
The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.
06/12/2024
Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage
06/12/2024
The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
06/12/2024
More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.
06/12/2024
Under the updated company umbrella brand, BNY Mellon Investment Management and BNY Mellon Wealth Management will be shortened to BNY Investments and BNY Wealth
06/12/2024
The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.
06/11/2024
The establishment of this branch comes after the firm announced last year
06/11/2024
Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.
06/11/2024
Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals.
06/10/2024
The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.
06/10/2024
To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.
06/10/2024
iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.
06/07/2024
In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.