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Wealth and Asset Management

10/07/2022

Bluespring Wealth Partners Expands West Coast Footprint With Addition of Welty Capital Management

Firm merges into Bedell Frazier Investment Counselling, further solidifying Bluespring Wealth’s California presence and commitment to supporting meaningful firm growth

10/06/2022

Merrill releases digital tool to match wealth clients with financial advisors

Merrill Advisor Match solves for this need by offering a simple set of questions to answer, serving up a personalized list of advisors and providing the option for the prospect to digitally schedule a meeting with the advisor of their choice.

10/06/2022

Wealth Enhancement Group Grows by Adding Scroggins Wealth Management, an Independent RIA with Over $370 Million in Client Assets

This is Wealth Enhancement Group's 11th Acquisition in 2022, Bringing its Total Client Assets to More Than $57.7 Billion.

10/05/2022

Merrill Advisor Match Transforms the Way People Find a Financial Advisor

New Digital Tool Makes It Easier than Ever to Match People Seeking Financial Advice to Financial Advisors

10/05/2022

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

10/05/2022

Citi Warns Charities Face Crisis Despite $2.4 Trillion Warchest

Report finds giving was already stagnating before donors were hit this year with declining asset values and elevated inflation.

10/05/2022

How Raymond James Wants to Help Advisors Up Their HNW Game

To participate in the program, advisors must “have a certain number of clients who [are] high net worth,” which Raymond James defines as having $2.5 million and above of investable net worth

10/05/2022

Raymond James Nabs $1.1 Billion Merrill Team

And a former Merrill Lynch advisor who managed $4.5 billion,quit to open a registered investment advisory firm in San Francisco.

10/04/2022

Oak Hill Capital buys Stone Point’s stake in wealth manager Kestra

Following the announcement of the new deal, Kestra has started the process recapitalisation of its alliance with its parents, Oak Hill Capital and Warburg Pincus.

10/04/2022

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.

09/30/2022

Altrata Enhances Wealth Intelligence Dataset with Over 2 million Profile Updates

Data expansion remains a priority for the new people intelligence brand

09/29/2022

The opportunity presented by middle-class millionaires

Instead of pursuing ultra-high-net-worth clients, more advisers should target the largest group in need of wealth management advice in America.

09/29/2022

RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus

New Product Helps Small and Mid-sized Business Owners Provide Essential Benefits to Employees by Reducing Administrative Burdens and Mitigating Risk

09/28/2022

Chase Buchanan Wealth Management Launches Financial Advisory Service for US Expats in Europe

Chase Buchanan Wealth Management has launched a financial advisory service focused on US expats working and living in Europe

09/27/2022

9 in 10 Women Feel Unprepared for a Recession: Ellevest Survey

The research findings are based on data from Ellevest’s new women’s financial health index and from its second annual financial wellness survey.

09/27/2022

M&A and Advisor Recruitment Are Top-of-Mind for Private Banks

Banks employ inorganic growth strategies amid heightened competition in wealth space

09/27/2022

Royal Bank of Canada completes acquisition of Brewin Dolphin

Deal creates premier wealth manager in the UK, Channel Islands and Ireland

09/27/2022

ACON Investments invests in Mexican wealth manager Actinver

With the latest investment, ACON will own as much as 15% of Actinver’s capital.

09/23/2022

CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel

Michael Arougheti, Co-Founder, Chief Executive Officer, and President at Ares, to Speak at the CAIS Alternative Investment Summit in October

09/23/2022

Mindy Diamond on Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.

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