05/04/2023
Three UBS advisor teams in the Philadelphia D.C. Wealth Management Market recognized by Barron’s
The team operates offices in Philadelphia, New York City and Dallas.
Wealth and Asset Management
05/04/2023
Fixed Income Strategist: Incorporating high yield into your portfolio
Most clients own a combination of equity and fixed income assets within their portfolio.
05/04/2023
Ty J. Young Wealth Management Acquires Financial Practice of Timothy Nicksick
This is the 32nd acquisition of Ty J. Young Wealth Management in the past five years
05/03/2023
Franklin Templeton Acquires Managed Options Capabilities for Advisors Serving Wealth Management and Institutional Clients
Acquisition of volScout Reinforces Franklin Templeton’s Position as a Top SMA Provider and Enhances Its Custom Solutions Capabilities
05/03/2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023 May 2, 2023
05/03/2023
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
The team, formerly at Merrill Lynch, specializes in addressing the unique needs of high-net-worth clients such as business owners, executives, and multi-generational families.
05/03/2023
Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers
“We will work closely with Broadridge to ensure the speed and availability of global fund data for asset management firms and improve both the quality and efficiency of that data.”
05/02/2023
JPMorgan Chase acquires substantial majority of assets and assumes certain liabilities of First Republic Bank
JPMorgan Chase to protect all deposits -- insured and uninsured -- bringing its financial strength, capabilities and capital to the U.S. banking system and First Republic
05/01/2023
Mason Stevens appoints Citi Securities Services to provide custody and funds administration services
This appointment comes at a significant time for Mason Stevens as it looks to expand its wealth platform offering to deliver premium wealth management solutions.
05/01/2023
Vontobel makes North America a priority after UBS offshore unit deal
Having completed the purchase of UBS’s offshore Swiss wealth unit Swiss Financial Advisers, Vontobel is looking to grow strategically across North America.
04/28/2023
First Republic News Not Set To Affect Broader Sector
The news surrounding the regional American bank has not impacted our investment performance or outlook.
04/28/2023
Morgan Stanley's wealth business just keeps on winning
But Morgan Stanley's success isn't coming in a vacuum.
04/28/2023
CI Financial Announces Sale of its Minority Stake in Congress Wealth Management
CI shareholders receive return of approximately three times initial investment
04/28/2023
Morningstar Rolls Out Updates To Its Wealth Tech Platform
New features include additions to portfolio analytics and model portfolios from BlackRock, Clark Capital, Fidelity and T. Rowe Price.
04/27/2023
Time to lock in yields as central banks near end of hiking path
The European Central Bank is also likely to push borrowing costs higher at its policy meeting next week.
04/27/2023
Morningstar Wealth Introduces Portfolio Analytics Enrichment from ByAllAccounts
New enhancement wraps key portfolio information into one flexible solution for advisors
04/27/2023
First Rate Acquires Wealth Management Platform and Partners for Compliance Share Article
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions.
04/27/2023
tru Independence Adds $1B Family Office Seven Mile Advisory
Multifamily office taps tru for ability to support existing clients while enabling growth
04/27/2023
Envestnet Summit 2023 - Elevate - Inspires Thousands to Deliver The Intelligent Financial Life™
Premier Industry Event Showcases How Financial Advisors Can Harness the Unmatched Customization, Scalability & Personalization of the Envestnet Ecosystem to Elevate the Client Experience
04/27/2023
Thane Stenner Discusses Podcast with Canadian Family Offices Magazine
The award-winning leader among Canada’s wealth management elite continues to monitor, analyze, and make educated assumptions about where the market is heading and what’s in store.