12/13/2023
Lido Advisors Expands Further into New England Market
Partnership with Claybrook Capital represents strong cultural fit and brings additional expertise in planning and executive compensation
Wealth and Asset Management
12/12/2023
UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale
Seven financial advisors in the region completed advanced training and received industry certifications to support business owners and UHNW investors
12/12/2023
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation
12/11/2023
Harlan Partners Joins Crescent Wealth Management as an Affiliate Partner
This partnership brings an expanded scope of services in the financial and insurance industry, allowing the managing partners of Harlan to offer more sophisticated solutions to their clients.
12/09/2023
Independent Investment Advisors Honored with the Prestigious 2024 Five Star Wealth Manager Award
Independent Investment Advisors is thrilled that Goran Ognjenovic, our founder, and principal advisor, has been recognized as 2024 Five Star Wealth Manager.
12/08/2023
Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight
Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.
12/08/2023
Charting new horizons: empowerment and strategy in women's wealth management
Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration
12/07/2023
Bogart Wealth Named Top Registered Investment Advisory Firm in Virginia and 30th Nationally by Forbes
Leading wealth management firm also recently ranked in Financial Planning Magazine, SmartAsset, and Washington Business Journal
12/07/2023
Macquarie Asset Management Launches Outlook 2024
Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.
12/07/2023
American private market giant gains a foothold in Zurich
The private market specialist is particularly interested in the very wealthy customers of private banks in this country.
12/07/2023
Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta
This is Merit's twenty-second acquisition
12/06/2023
NFL Players Association names UBS an Institutional Financial Advisor
UBS Financial Advisors bring a planning orientation and extensive experience to helping professional athletes and their families deal with issues such as sudden wealth, complex contracts, family financial dynamics, and much more.
12/06/2023
State Street Announces Successful Implementation of State Street Alpha® for BMO Global Asset Management
The combination of State Street and Charles River Development has enabled the industry’s first-ever global, interoperable services platform for the front, middle and back office from one single provider, known as State Street Alpha.
12/06/2023
Mercer Advisors Acquires Paragon Wealth Strategies, LLC
Expanding Mercer Advisors' Florida Presence
12/06/2023
AlphaCore Wealth Advisory Welcomes Constellation Wealth Capital as Strategic Investor
AlphaCore Wealth Advisory has built a diversified technology enabled platform, catering to high-net-worth clients, and the advisors who serve them.
12/05/2023
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group
12/05/2023
J.P. Morgan Private Bank releases 2024 Global Investments Outlook
To harness the new dynamics of a 5% rate world, J.P. Morgan Private Bank's 2024 Investment Outlook explores five important themes.
12/05/2023
World’s Best Private Banks 2024—The Year Ahead
On the other hand, the ongoing generational shift in client composition and evolving technology breakthroughs keep accelerating demand for new, better-yielding investment products.
12/05/2023
Former Boston Private President Launches PUREfi Wealth
Paul Simons created his new RIA on the Dynasty Financial Partners platform.
12/04/2023
Navigating the intergenerational wealth shift with adaptive technology
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.