08/24/2023
BTG Pactual acquires Julius Baer-backed Brazil robo advisor
The Brazilian bank has acquired Magnetis, which is part-owned by Swiss wealth manager Julius Baer and is selling its stake.
Wealth and Asset Management
08/24/2023
RBC Q3 2023 net income +8% y-o-y, beats forecasts
Successful cost cutting and improved margins boost earnings in the quarter to end July at Royal Bank of Canada despite higher provisions
08/23/2023
Is It Time To Consider A Multifamily Office?
It’s an assignment few individuals or families can successfully take on themselves.
08/22/2023
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?
7 charts on Blackstone’s ‘no-stone-unturned’ approach.
08/22/2023
Hightower Facilitates Highland Private Wealth's Sub-Acquisition of Trellis Advisors in the Pacific Northwest
Wealth Management Firms Join Forces in Washington State to Deliver Excellent Client-Centric Services & Comprehensive Planning Solutions
08/22/2023
Goldman considers sale of mass market wealth management business
Goldman has been retreating from the consumer market
08/21/2023
RBC snags giant $5.5 billion team from UBS in Atlanta
The ESOP Group, founded in 1989, specializes in working with business owners on the sale of their businesses.
08/21/2023
Latimer Wealth Management Joins Steward Partners
Former Merrill Team Launches Steward Partners' Second Location in Florida, with Plans for Expansion
08/21/2023
Goldman Sachs Weighs Sale for Part of Its Wealth Business
The purchase aimed to broaden Goldman's client list beyond the ultra-rich, but the unit has remained a small part of the bank's wealth business.
08/21/2023
LPL Financial Welcomes Watermark Wealth Management
The team has grown over the years to now include 16 advisors and 12 support staff members, all with a passion for helping others improve and maintain their financial achievements.
08/21/2023
Wealth and asset firms expect US recession, weakened industry growth
Dual-industry surveys reveal some big challenges ahead.
08/18/2023
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
SEI to Power Continued Business Transformation for Community Bank
08/18/2023
UBS Welcomes Clients to New Philadelphia Office
David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market
08/17/2023
Exciting times for Canada's wealth technology space
New president of Broadridge Canada speaks out on growing AI opportunity, risk of 'spaghettification' in wealth tech, and more
08/16/2023
Forbes Names Micah Kelley A Top Next-Generation Wealth Advisor In 2023
The Kelley Financial Group is excited to announce that Forbes named Micah Kelley a Top Next-Gen Wealth Advisor for 2023.
08/15/2023
Sequoia Financial Group to Acquire Affinia Financial Group
Upon completion of the transaction, Affinia's clients will have access to a broader range of investment opportunities
08/11/2023
Brown Shipley hands court of protection business to Charles Stanley
The firm’s three-strong CoP team heads over to Charles Stanley amid a wider reorganisation.
08/11/2023
The Disappearing Credit Suisse Trademark
The process has already begun.
08/11/2023
Sustainable investing with Hamilton Reserve Bank
One of the issues that private banks face today is the requirement for customisation when incorporating sustainability into their business strategies.
08/10/2023
CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital
CI continues to expand and enhance its services for affluent investors