03/10/2022
ZEDRA Enhances its US presence with the Acquisition
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.
Wealth and Asset Management
03/10/2022
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
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
Why female clients are ‘underserved’ by wealth management firms
Female clients are currently the most underserved group of wealth management clients.
03/09/2022
$75bn and growing: Inside Bradesco’s global private banking restructure
‘We had a record entry of new family groups, it was the year we grew the most. And that came from hiring and grassroots growth,’ said Miranda.
03/09/2022
Five UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times.
03/08/2022
Destiny Family Office Named 2022 Family Wealth Report Awards Finalist
Prestigious Annual Award Recognizes Innovation and Other Attributes
03/08/2022
Schroders celebrates International Women’s Day 2022 #BreakTheBias
Schroders is today celebrating International Women’s Day 2022 with #BreakTheBias.
03/08/2022
Steward Partners Global Advisory Welcomes Ramapo Wealth Advisors
"My partners and I decided to form an independent firm because this business model allows us to do so much more for our clients. We spent a couple of years on our due diligence before we chose to join Steward Partners,"
03/07/2022
Citi aims to hire up to 3,000 wealth advisors over five years
Jim O'Donnell, the head of Citi Global Wealth Management, said the group is planning to significantly increase its number of client advisors over the next five years.
03/07/2022
Fairfax Weighs Selling Stake in IIFL Wealth Management
Other major shareholders including General Atlantic could also consider joining Fairfax in selling their own stakes, the people said.
03/04/2022
Crescent Bay Advisors Strengthens Comprehensive Planning for High-Net-Worth Families with Merchant Partnership
CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations
03/03/2022
Citigroup Plans to Target Independent Advisers in Wealth-Management Push
Bank details wealth expansion at virtual investor day
03/03/2022
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos
03/03/2022
Aviso Wealth adopts CGI Wealth360
Solution will support advisors, while enriching the Canadian investor experience
03/03/2022
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Yellow Cardinal Advisory Group is built on over 90 years of history in investment advisory services.
03/03/2022
Perigon Wealth Management Announces Significant Leadership Team Expansion
Rapidly Growing Independent Wealth Management Firm Acquires Family Office in Baltimore and Recruits Atlanta-Based Financial Advisors, Increasing Assets Under Management by $215 Million to $3.6 Billion
03/02/2022
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Completion of the Griffin acquisition is subject to customary closing conditions, including approval by stockholders of the Griffin Institutional Access Real Estate Fund and the Griffin Institutional Access Credit Fund.
03/02/2022
Bluespring Wealth Partners Acquires $850+ Million CD Wealth Management
Dallas-based firm will serve as a key hub for continued expansion in Texas and the Southwest
03/02/2022
Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.