06/15/2022
Marianne Rodriguez of Round Table Wealth Management Makes "40 Under 40" List
InvestmentNews judges recognize her accomplishments, leadership and commitment to clients and the financial planning profession
Wealth and Asset Management
06/15/2022
Former BNY Mellon Consultants Launch North River Wealth Advisors
The firm provides comprehensive investment management and financial planning
06/15/2022
Northern Trust Selected by Wilmington Trust to Support Market-Leading Collective Investment Trust Platform
The agreement offers Wilmington Trust a competitive edge by implementing the customized solutions, deep expertise, and innovative technologies provided by the Northern Trust team.
06/14/2022
AssetMark to Buy Adhesion Wealth from Vestmark
AssetMark has been looking to grow for some time, with Wolfsen saying in November that the firm was actively looking for acquisitions that would help it add technologies and services for advisors.
06/14/2022
Insigneo Financial Group to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Capital Raise to Support Company’s Continued Growth and Expansion
06/14/2022
North America retains top spot for High-Net-Worth population and wealth: World Wealth Report 2022
Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies
06/13/2022
Goldman Sachs Asset Management Launches New Goldman Sachs 529 Plan
Extends Commitment to Education Saving Services through partnership with the State of Arizona’s 529 Plan
06/13/2022
Truist Wealth enters Chicago with experienced team of wealth management professionals
Affluent, high and ultra-high net worth individuals, families and business owners to benefit from Truist's planning-centric service model
06/10/2022
Americans lost half a trillion dollars in wealth in early 2022
The total value of these holdings was $46.3 trillion in the first quarter, making it one of households' largest assets.
06/10/2022
UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List
Gino is known for going above and beyond to prioritize his clients' needs with highly personalized wealth management services, and it's gratifying to see him acknowledged for his commitment to the well-being of his clients.
06/10/2022
Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards
Zephyr's investment management platform continues to earn recognition from wealth and asset management industry peers
06/10/2022
J.P. Morgan Private Bank adds two billion-dollar advisor teams to its New York City business
These advisors are outstanding additions to the team and bring a proven track record for helping clients achieve their most important financial goals.
06/10/2022
Credit Suisse CEO blasts 'really stupid' takeover rumor
Credit Suisse has been the subject of much takeover speculation due to its recent lousy performance.
06/10/2022
Canadian wealth set to rise by $2 trillion by 2026 amid global surge
What do wealth managers need to know to seize the opportunities that greater global wealth offers?
06/10/2022
BNY Mellon Wealth Taps BofA, Citi for Boston Hires
Justin Esposito previously served as a portfolio manager at Bank of America Private Bank and Chris Martinson was a ultra-high-net-worth investment counselor at Citi.
06/09/2022
Global Wealth Grew by Double Digits to $530 Trillion in 2021, Despite Continued Crises
Rise of 10.6% Is the Highest Annual Rate in More Than a Decade, Creating $26 Trillion in New Private Wealth, but Digital Leaders Threaten Traditional Players' Dominance, According to a New BCG Report
06/09/2022
Credit Suisse: State Street Takeover Coming Soon?
On Wednesday, Credit Suisse’s made its third consecutive profit warning for this year when it indicated that it expects to lose money in the second quarter.
06/09/2022
Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation
Expands Mercer Advisors' California Footprint
06/09/2022
Lovell Minnick Partners to take majority ownership in London & Capital
The transaction is expected to close in the fourth quarter of 2022, subject to regulatory approvals.
06/09/2022
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
Zoe aims to help clients find the highest-quality guidance to manage and grow their wealth.