04/11/2023
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
“We’re excited to expand on our collaboration with BlackRock as we bring its professionally managed Fixed Income SMAs to the OPS platform,”
04/11/2023
Pershing X develops a platform that consolidates financial data.
04/06/2023
Growth forecasts have continued to inch up, and the overall inflation scenario still needs to improve.
04/06/2023
Rothschild & Co Asset Management U.S. will now merge into and operate its business as Great Lakes Advisors, LLC, Wintrust’s subsidiary.
04/06/2023
Recent surveys indicate a high demand over the next two years from family offices for illiquid assets, including real estate.
04/06/2023
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/05/2023
The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele.
04/05/2023
Five J.P. Morgan advisors named America’s Top Wealth Advisors
04/04/2023
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
New Risk Solution Leverages Confluence Technologies and Includes Analytics Dashboard Integration to Support Clients’ Risk Management and Regulatory Reporting
04/04/2023
RBC will have exclusive distribution of Onex alts products under the DS and PH&N channels
04/04/2023
This transition to ownership under common equity and subsequent amalgamation of operations will result in a merger of equals, creating a truly national independent firm poised for continued growth.
04/03/2023
CIPW Trust to offer broad range of trust solutions
04/03/2023
Statistics Canada data shows that the bottom 40% of wealth holders lost out last year
04/03/2023
Credit Suisse acquisition combines two regional powerhouses
03/31/2023
The extraordinary measures now being undertaken by the Treasury Department will allow Congress to debate policy proposals for another few months.
03/31/2023
Firm Welcomes Massachusetts-based Stakeholders Capital and Sheetal Bagde of California-based Cognizant Wealth to Growing National Presence
03/31/2023
$800 million team from Morgan Stanley partners with Sanctuary to enhance its client offering and scale its family office business for future growth
03/30/2023
In an emailed statement, Credit Suisse said it did not tolerate tax evasion and that it had been cooperating with U.S. authorities.