03/16/2022
Company Wins Top Award for Best Partnership Accounting System and Is Honored in the Best Family Office Service Provider and Best Family Office Technology Platform Categories
03/16/2022
J.P. Morgan agrees to acquire Global Shares, a leading provider of share plan management software
Acquisition will bolster the range of services offered to corporate clients and creates a new client acquisition channel for J.P. Morgan's wealth management businesses
03/16/2022
Edward Jones Accelerates Journey Toward Human-centered Complete Wealth Management
Announces Investments Designed to Deliver Enhanced Client and Branch Experiences
03/15/2022
Investment to Deepen Partnership with Robert Patti, a financial advisor with Stratos Wealth Partners since 2013
03/15/2022
Driven by the efforts of Northwestern Mutual's advisors, the Barron's distinction follows a year of record-setting business results at the company.
03/15/2022
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
03/15/2022
Central Park Group will form the cornerstone of Macquarie’s efforts to serve US high-net-worth investor demand for alternative investments.
03/15/2022
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
03/15/2022
With our no-charge BASE tier, we empower our users with better data and analytics which means they can do better for their clients.
03/15/2022
Rankings Based on Assets under Management, Revenue Generated by Advisors for Their Firms, and the Quality of the Advisors' Practices
03/15/2022
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
03/14/2022
Proposed changes aimed to improve performance and provide more value to customers
03/11/2022
In an email to Insider, a representative noted that the company's 2021 financial results "show continued record growth across customers, assets, and engagement."
03/11/2022
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
Technology should integrate these preferences plus risk capacity, assuring proper wealth preservation.
03/10/2022
Citi Paraguay Recognized for Private Banking and Wealth Management Services
The results of the Euromoney survey of 2,000 global wealth management experts represent a qualitative ranking of private banking providers by region and area of service.
03/10/2022
The announcement boosts ZEDRA’s Global Expansion and Corporate Service offering in the US, a core market for the firm, and enhances the company’s geographical presence.
03/10/2022
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/09/2022
Female clients are currently the most underserved group of wealth management clients.