08/29/2024
Evelyn Partners adds 2 funds to Sustainable MPS in rebalance
The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.
Wealth and Asset Management
08/29/2024
Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List
Three Steward advisors earn place on prestigious list honoring advisors under 40
08/29/2024
Gateway Financial Partners Establishes Partnership with Wealth.com
Gateway advisors gain access to innovative, next-generation estate-planning tools and resources
08/29/2024
U.S. has more 401(k) millionaires than ever, report shows
Nearly 399,000 Americans also have a least $1 million in an individual retirement account.
08/28/2024
Too far, too fast? The dollar in decline
That is largely explained by differences in central bank policies, and we argue, demands a rather nuanced outlook on the US currency.
08/28/2024
Independent Investment Advisors Offers a Holistic Approach to Wealth Management
Independent Investment Advisors works with high-net-worth individuals, families, and small business owners to help them manage every aspect of their finances.
08/28/2024
National Bank of Canada's profit rises on wealth management, markets strength
The bank's adjusted profit rose to C$960 million
08/28/2024
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider
08/28/2024
How Merrill and Bank of America Private Bank Empower Women to Make a Mark
Only 28% of women feel empowered to take action with their finances
08/27/2024
Wealth management & taxes: planning for financial prosperity
Working with an advisor and proactively investing in wealth management tax strategies could substantially lower how much you and your family members owe.
08/27/2024
Mark Tibergien Recognized with Lifetime Achievement Award at the 2024 Wealth Management Industry Awards
Tibergien will be presented the lifetime achievement award at the upcoming Wealth Management Industry Awards celebration
08/27/2024
Four UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
Developing the next generation of financial advisors is a top priority for our team
08/27/2024
Baird nabs $206M advisor from RBC
The employee-owned firm is building on its 50-year presence in Minnesota with its latest veteran addition.
08/27/2024
UBS Wealth Management raises odds of U.S. recession to 25% from 20%
Earlier this month, J.P. Morgan raised the odds of U.S. recession by the year-end to 35% citing easing labor market pressures, while Goldman Sachs lowered its probability of a recession in the next 12 months to 20%.
08/27/2024
Explosive Growth of Crypto Millionaires in 2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/27/2024
McGuire Wealth Management Focuses on the Role of Millennials and Gen Z in Transforming Financial Management
Traditional savings accounts, while still relevant, have also evolved to meet the needs of younger users.
08/22/2024
Santander to convert its office space in Miami into 41-story tower with combined office and retail space
Construction will have the highest international standards for sustainable construction and office and retail space to third-party tenants.
08/22/2024
Advisors offer suggestions for navigating the family office
Wealth managers weigh in on the pros and cons of dealing with family office managers instead of directly with clients.
08/21/2024
Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit
Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.
08/21/2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan
Flanagan believes that women indeed want to educate and prepare their families for that transfer.