03/03/2022
Citigroup Plans to Target Independent Advisers in Wealth-Management Push
Bank details wealth expansion at virtual investor day
Wealth and Asset Management
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.
03/02/2022
Credit Suisse Asset Management launches the inaugural MSCI USA Tech 125 ESG ETF
Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.
03/02/2022
The AmeriFlex Group Welcomes Three Independent Wealth Management Practices Overseeing $612 Million to its Rapidly Growing Hybrid RIA
California and Colorado-Based Practices Provide Range of Holistic Wealth Management and Financial Planning Services
03/02/2022
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
03/01/2022
Macquarie, KKR face off for Westpac business unit
The two companies are reportedly set to bid for the big bank's wealth management business
03/01/2022
Wealth Solutions Report Launches WSR Pathfinder Awards with Announcement of Top Black Leaders in Wealth Management Category
Honors Industry Leaders from Onyx Advisor Network, Atria Wealth Solutions and Stifel Independent Advisors
03/01/2022
Banks go all in on wealth management, but can they all succeed?
The team helps affluent individuals and families choose neighborhoods, schools and doctors.
02/28/2022
Does your wealth advisor have too many clients?
Mr. Stenner, whose team works closely with ultra-wealthy clients with $25-million-plus net worth across Canada and the U.S., has just over 40 clients today – and the capacity to take on about a half dozen more each year.
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.