04/19/2022
National Wealth Management to Join Cary Street Partners
Further Expands Cary Street Partners’ New Jersey Presence
Wealth and Asset Management
04/18/2022
23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
“Congratulations to our advisors on this momentous industry recognition,”
04/14/2022
JP Morgan wealth business registers 20% slump in Q1 profit
During the quarter, the unit’s assets under management (AuM) rose 4% to $3trn, on the back of cumulative net inflows and higher market levels.
04/14/2022
Rhodes wealth management agrees merger with financial advice firm
The link-up with experienced Paul Brainbridge, a fellow St. James's Place partner, has been agreed as Bainbridge moves towards retirement in coming years.
04/14/2022
Goldman Sachs wealth management powers profit beat as M&A wave ebbs
The bank has been taking measures under Chief Executive David Solomon to diversify its revenue stream and earn more from predictable sources like consumer banking, wealth and asset management.
04/13/2022
Apex Group continues US growth with acquisition
This strategic acquisition serves to further strengthen Apex’s offering for clients in the US market and enhances its ability to offer a comprehensive and high-quality service to clients of all sizes, delivered by local market experts.
04/13/2022
Creative Planning adds $644 million in Keystone Wealth Partners deal
Keystone's team-based approach is described as having sealed the deal; the firm's 29 employees include advisers, attorneys and CPAs.
04/13/2022
Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors
Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products
04/12/2022
Nine Sanctuary Wealth Advisors Named to 2022 Forbes Best-In-State List
This year almost 35,000 advisors applied to be considered for the annual ranking which narrows down to approximately 6,500 advisors managing a collective $10 trillion who are researched
04/12/2022
US Investment Firm Stephens Takes Stake in CRUX
We are excited to make an investment in CRUX Asset Management
04/12/2022
Morgan Stanley Added $25B to Family Office Unit in 2021
The company has revamped the platform it uses for hedge fund clients for the family office unit.
04/11/2022
RBC Global Asset Management Launches China Equity Fund
The Fund's investment team looks to invest in Chinese companies with reliable management and track records in risk management and capital allocation.
04/11/2022
Advisor Group Welcomes Gallagher's Retirement Plan Consulting Practice To Its Network
New member adds 90 advisors, 50 support staff to independent wealth management network
04/08/2022
Goldman Sachs offers former partners exclusive access to ‘1869 fund’
Vehicle for ex-members of elite group has raised $1bn and invests in alternative assets
04/08/2022
MJP Wealth Advisors President Brian Vendig Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
MJP Wealth Advisors develops customized financial solutions for each client’s needs.
04/08/2022
Sanctuary expands footprint with NYC office launch
The New York office will allow the firm to cover the whole of the US with a particular emphasis on the Tri-State area, said Dickson.
04/08/2022
Morgan Stanley aims to serve the richest of the rich as family offices grow to $5.5 trillion in assets
The bank is also working on a matchmaking platform where start-ups can raise funds directly with the bank, tapping capital from family offices and other ultra-high net worth clients.
04/07/2022
Ares Launches Private Markets Fund Focused on Investing in Private Equity through Secondary Market Transactions
Offers Individual Investors Access to a Diverse Portfolio of Leading Private Equity Sponsors’ Fund Investments to Complement Ares’ Existing Alternative Investment Products
04/07/2022
Lincoln Financial Network Financial Professionals Recognized as Leaders in Diversity and Inclusion
Angela Ribuffo and Lawrence T. Smith awarded 2022 ‘See It, Be It’ Role Models by InvestmentNews
04/07/2022
CI Financial Announces Intent to Take its U.S. Wealth Business Public
IPO expected to unlock value of the business; proceeds to be used to pay down debt