03/02/2022
Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.
Wealth and Asset Management
03/02/2022
Credit Suisse Asset Management launches the inaugural MSCI USA Tech 125 ESG ETF
Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.
03/02/2022
The AmeriFlex Group Welcomes Three Independent Wealth Management Practices Overseeing $612 Million to its Rapidly Growing Hybrid RIA
California and Colorado-Based Practices Provide Range of Holistic Wealth Management and Financial Planning Services
03/02/2022
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
03/01/2022
Macquarie, KKR face off for Westpac business unit
The two companies are reportedly set to bid for the big bank's wealth management business
03/01/2022
Wealth Solutions Report Launches WSR Pathfinder Awards with Announcement of Top Black Leaders in Wealth Management Category
Honors Industry Leaders from Onyx Advisor Network, Atria Wealth Solutions and Stifel Independent Advisors
03/01/2022
Banks go all in on wealth management, but can they all succeed?
The team helps affluent individuals and families choose neighborhoods, schools and doctors.
02/28/2022
Does your wealth advisor have too many clients?
Mr. Stenner, whose team works closely with ultra-wealthy clients with $25-million-plus net worth across Canada and the U.S., has just over 40 clients today – and the capacity to take on about a half dozen more each year.
02/25/2022
Julius Baer sells 50% stake in major Mexican wealth manager
After a strategic review, the Swiss group concluded the wealth manager will grow and develop better under a different structure.
02/24/2022
Spearhead Launches Spearhead Administrative Services, LLC
This is a win-win for Spearhead, the RIAs and asset managers we partner with, as well as the broader private placement insurance community.
02/24/2022
BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives
The research paper examines how growing differences across generations
02/24/2022
Stratos Wealth Partners boosts holdings in BWM Financial
In September 2020, Investment banker Peter Nesvold’s new merchant bank picked a minority stake in Stratos Wealth Holdings.
02/23/2022
95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List
The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
02/23/2022
Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies
The combined firm will operate under the Cerity Partners name.
02/23/2022
Baird’s Gervais named to Forbes’ 2022 Top Women Wealth Advisors List
Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion.
02/23/2022
Schwab launches digital financial planning action centre
The Financial Planning Action Center is available as of February 23rd, 2022.
02/23/2022
Family Offices See Next Leaders Ceding Profit in Succession Rift
Most family offices had trouble getting qualified executives
02/22/2022
CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion
02/21/2022
Why Personalized Advice at Scale is the Next Evolution of Wealth Management
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
Family offices should consider multiplying their giving with impact investing
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue