10/07/2021
JTC Acquires US-Based SALI Fund Services
The acquisition of SALI advances JTC’s strategic objective to strengthen its presence in the US.
Wealth and Asset Management
10/07/2021
Lackluster Growth for Swiss Finance
And talks about further market access have since become far more difficult, the authors of the study maintain.
10/06/2021
Moxtra Designed Secure Communication Solution for BNP Paribas Wealth Management Clients
Secured communications over social messaging channels and myWealth Asia allows BNP Paribas Wealth Management to integrate themselves into their clients' existing ecosystem in a collaboration powered by Moxtra
10/06/2021
Hightower Makes Strategic Investment in $1 billion wealth management firm
The $1 billion Florida-based firm will utilize Hightower's suite of consulting and operational services to further scale and drive business growth.
10/06/2021
Maine-based UBS Team Joins Apollon Wealth Management
Breakaway advisors choose Apollon for fiduciary service and growth support
10/05/2021
Focus Financial's Connectus Acquires 3 Firms in 3 Days
"This transaction is evidence of Connectus' continued strong momentum in the United States,” said Rajini Kodialam
10/05/2021
Counterweight Private Wealth Launches Wealth Management Practice in Raleigh, North Carolina
Former RBC Wealth Management advisor opens new practice with support from TruClarity Wealth Advisors
10/05/2021
HUB International Expands Wealth Management And Retirement Capabilities With Acquisition Of The Assets Of Silverman Financial, Inc. In Florida
Marc Silverman, President and CEO of Silverman Financial, and the Silverman Financial team will join Hub Florida.
10/05/2021
All For Nothing
Economic data continued to surprise the analysts to the downside during the quarter.
10/04/2021
Columbia Pacific Wealth Management Expands Family Office Services
On October 4, 2021, CPWM will acquire Robin Skeen, CPA and team to accommodate new and exclusive Family Office services.
10/04/2021
Trident Financial Planning Joins Connectus
Through a high touch, personalized service model for clients across all phases of their financial lives, Trident has established long-standing and loyal multi-generational relationships.
10/01/2021
Zoe Financial Announces Its Partnership With Wealth Management Firm Perigon
Their goal is anticipating your life events to reflect how you want to make an impact with your investments, in order to create your own path to financial freedom.
10/01/2021
Two Practices With Combined $350 Million Joining Cetera Through Farpointe Wealth Partners
First Oklahoma Advisory Group and Dahle's Financial Services represent the latest additions to the rapidly growing Farpointe community
10/01/2021
MISSO Wealth Management To Join Focus Partner Firm Connectus Wealth Advisers, Continuing Connectus' Momentum and the Expansion of its Ultra-High Net Worth Footprint in Australia
Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client's specific needs and objectives.
10/01/2021
CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners
With the completion of the acquisition of Portola and other outstanding transactions, CI Private Wealth will serve clients across the United States with total assets of approximately US$82 billion (C$103 billion).
10/01/2021
FOX Announces BluWave as New Member of Direct Investing Resource Partnership
The Direct Investing Network Resource Partnership allows for access to key players in the family office industry and investing arena, the chance to connect with FOX's vast community of members, and the ability to grow through deep relationship buildi
10/01/2021
Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Completion of Its Acquisition of the Investment Management Business of Adam & Company
The completion establishes the Company's entry into the Scottish market
09/30/2021
Wealth Enhancement Group Joins Forces with Independent RIA
Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region
09/29/2021
Schwab Pilots Direct Indexing And Plans Advisor Launch
Charles Schwab is piloting Schwab Personalized Indexing among its employees, with plans for a 2022 launch for mass affluent investors and advisors.
09/29/2021
Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals in Driving Multi-Generational Success
New virtual educational program is designed for estate planning, accounting and financial professionals in addressing human capital-focused needs