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Wealth and Asset Management

02/25/2022

Julius Baer sells 50% stake in major Mexican wealth manager

After a strategic review, the Swiss group concluded the wealth manager will grow and develop better under a different structure.

02/24/2022

Spearhead Launches Spearhead Administrative Services, LLC

This is a win-win for Spearhead, the RIAs and asset managers we partner with, as well as the broader private placement insurance community.

02/24/2022

BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives

The research paper examines how growing differences across generations

02/24/2022

Stratos Wealth Partners boosts holdings in BWM Financial

In September 2020, Investment banker Peter Nesvold’s new merchant bank picked a minority stake in Stratos Wealth Holdings.

02/23/2022

95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List

The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.

02/23/2022

Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies

The combined firm will operate under the Cerity Partners name.

02/23/2022

Baird’s Gervais named to Forbes’ 2022 Top Women Wealth Advisors List

Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion.

02/23/2022

Schwab launches digital financial planning action centre

The Financial Planning Action Center is available as of February 23rd, 2022.

02/23/2022

Family Offices See Next Leaders Ceding Profit in Succession Rift

Most family offices had trouble getting qualified executives

02/22/2022

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent

Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion

02/21/2022

Why Personalized Advice at Scale is the Next Evolution of Wealth Management

All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.

02/21/2022

Family offices should consider multiplying their giving with impact investing

Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue

02/21/2022

Meet The World’s Most Powerful Banker: Jamie Dimon, CEO Of JPMorgan Chase

Despite the above constraints, J.P. Morgan Chase has a significant competitive advantage.

02/18/2022

Northern Trust’s 2022 Wealth Planning Symposium to Focus on Bold Ideas for Redefining Wealth

Virtual event will feature author Adam Grant, convene experts on the future of wealth

02/18/2022

Goldman Creates Family Office for Its Executives

The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.

02/17/2022

BlackCloak Named a Finalist by the Family Wealth Report Awards for Best Cybersecurity

Recognition comes as family offices and wealth managers are increasingly being relied upon by their clients to help reduce the skyrocketing risks from modern cyber attacks, financial fraud, and personal privacy exploitation

02/17/2022

Harbourfront Wealth Holdings Reports Fourth Quarter and Full Year 2021 Results

The Company employs 202 employees operating out of 24 locations across the country.

02/16/2022

Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management

Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.

02/16/2022

Citi’s Jane Fraser ditches ambition to break into Wall Street’s big league

Hopes of becoming top-three investment bank conceded in order to focus on more profitable areas

02/16/2022

Simon Markets secures strategic investment from Citi

Citi’s financial professionals under its wealth management division use Simon’s investment platform and the lender has been an issuer of the firm’s structured investments.

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