12/28/2022
10 People to Watch in Wealth Management in 2023
Well, that last one may be of fleeting importance for wealth management, but it was a riveting game to cap off an all around eventful year.
Wealth and Asset Management
12/28/2022
JPMorgan bankers try to lure away Morgan Stanley’s tax fund clients
Banks both offer tax-loss harvesting, which has boomed in popularity on Wall Street this year
12/23/2022
How advisor's own life journey strengthens bond with clients
Wealth manager says she knows when a client will leave their spouse before the divorce lawyer. Melissa Prusky explains how
12/22/2022
Cristiani sees LatAm as relative bright spot in 2023
The region’s advantage is likely to be short-lived and could fade by 2024, according to JPMorgan's private bank head.
12/22/2022
Why financial advisors overwhelmingly prefer to be independent
With 37% of brokers across all firms managing $9 trillion in collective assets expecting to retire on a complete or partial basis over the next 10 years, independent brokerages and RIAs are gaining a "slow but steady migration" of advisors that&
12/22/2022
Adams Wealth Management Group Selected As A "2022 Business of the Year" by the Dayton Business Journal
Adams Wealth Management Group and Dwayne Adams of Centerville, OH have been selected by the Dayton Business Journal as a "2022 Business of the Year"
12/21/2022
BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices
Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared
12/21/2022
CaixaBank voted ‘World’s Best Bank in Data Analysis and Artificial Intelligence 2022’ at the Qorus-Accenture international awards
CaixaBank also received silver in the global ‘Most Innovative Bank in the World’ (Global Innovator 2022) category.
12/21/2022
Robertson Stephens Hits $4B Milestone With Addition of LFS Wealth Advisors, Vodia Capital
Two deals last week expanded Robertson Stephens' presence on both coasts while adding an additional $370 million in client assets.
12/21/2022
Heirs to $19B Face Succession Doubts From Family Offices
The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.
12/21/2022
How Nicola Wealth is doubling down on the institutional space
New leaders in firm's institutional division pave the way for institutions to benefit from the firm's expertise, first-class service, and multi-asset approach to investing
12/20/2022
J.P. Morgan and Lincoln Financial Merge Insurance Trust Funds, Joining Forces to Enhance Offerings in the Variable Insurance Trust Space
J.P. Morgan's subadvisory business oversees $75 billion in assets under management across variable annuity and mutual fund products and is a top five variable annuity subadvisor in the industry.
12/20/2022
Bluespring Wealth Partners Strengthens National Presence With $700+ Million Goldstein Advisors
Advisors The firm sought an established partner with strong cultural alignment to drive strategic growth
12/19/2022
Asset Management: Millennium’s secret weapon
Plus, short selling is back, metaverse ETFs, and Casablanca returns to the big screen
12/16/2022
Lincoln Financial Network welcomes Fountain City Financial to its national network of advisors
Team with nearly $200 million in assets under management specializing in serving the financial needs of those who serve others brings advisory expertise to Lincoln Financial Network.
12/15/2022
Wealth Enhancement Group
This Acquisition Grows Wealth Enhancement Group's Presence in the Tri-State Region to 12 Offices Across New York, Connecticut and New Jersey
12/14/2022
Emily Menjou of Exchange Bank Wins ABA Wealth Management Under 40 Award
The award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.
12/14/2022
Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington
Sovereign Wealth Advisors specializes in financial and retirement income planning, investment management, tax management and estate planning
12/14/2022
Clarfeld | Citizens Private Wealth Survey Finds Wealthy Americans Plan to Maintain or Increase Spending in 2023
Four in five plan to make portfolio changes in the New Year to reach financial goals
12/14/2022
A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud
Temenos open platform to support leading US Financial Institution’s growth in wealth management