11/04/2021
The Bahnsen Group to open new office
Growing firm’s fourth office location to launch in Q1 2022
Wealth and Asset Management
11/04/2021
LPL Financial Welcomes Integrity Wealth Team
Together, they provide comprehensive financial planning and socially-responsible investment advice for their client base of retirees and successful young entrepreneurs.
11/04/2021
Wells Fargo Private Bank Awarded Best Global Private Bank for Philanthropy Services
Recognized by peers, industry subject matter experts, and journalists for serving clients through pandemic
11/03/2021
BNY Mellon Wealth Management Named Tim Sanville Principal, Wealth Manager in Boston
"Tim is a seasoned wealth management portfolio manager with deep investment acumen,"
11/03/2021
CI Financial to acquire $4.1 billion private client RIA
Agreed deal takes CI's U.S. assets to more than US$87 billion
11/03/2021
Morgan Stanley Publishes Comprehensive Cryptocurrency Guide for Wealth Management Clients
In the document, strategists at Morgan Stanley Research gave a detailed analysis of the various activities, sectors, and trends that currently make up the highly speculative crypto industry.
11/02/2021
Two UBS advisors in South Florida named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list
Their expert industry insights, tireless work ethic, and long-standing commitment to their clients is what makes them stand out as advisors, and we are honored to have them distinguished for their industry leadership.
11/02/2021
Is There A Mini-Tantrum Brewing
The ECI is not always the most likely data release to move markets, and this one was no exception.
10/31/2021
Eighteen Canaccord Genuity Wealth Management Investment Advisors Honoured
The full list of Canada’s Top Wealth Advisors 2021 winners, and related editorial coverage, will be published in print and digital editions ofthe November 2021 issue of Report on Business magazine, which will be made available to subscribers today.
10/28/2021
Hightower Facilitates Merger for Lexington Wealth Management, Adding Freed Investment Group of Boston
Well-aligned with Lexington's client-first culture, Freed Investment Group will leverage Lexington and Hightower's institutional-class services and solutions
10/28/2021
Financial Resources Group Investment Services Announces Partnership with Valley Wealth Group
Valley Wealth Group to Become First Cross-Platform Practice to Join Financial Resources Group
10/28/2021
Ameriprise Wealth Management Assets Grow 22% As Recruiting Picks Up
Ameriprise took in $10 billion in new client assets during the quarter, while its advisor headcount grew 2% year-over-year.
10/28/2021
UBS: Wealthy warm to sustainability; aim to protect assets from Biden tax changes
Climate change is becoming an increasingly pertinent topic driving policy and markets.
10/27/2021
UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street
UBS currently has about 2 million customers in the U.S. that it calls workplace wealth clients -- people with large pension funds and stock options -- and plans to use the new digital wealth manager to do more business with those clients as well as captur
10/27/2021
Fidelity Institutional Launches The Decade of Generational Wealth to Help Advisors Drive Deeper Engagement With Clients and Their Families
The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.
10/27/2021
Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions
Broadridge is a global Fintech leader that delivers a single, consolidated Wealth Platform designed to modernize a financial firm's entire business.
10/27/2021
Pension & Wealth Management Advisors Introduces New Service to Help Individuals Accumulate Wealth
As their wealth accumulates and their lives becomes more complex, PWMA is there to help them navigate these complexities using its wealth management expertise.
10/26/2021
IG Wealth Management Introduces Portfolio Solutions to Help Clients Address Climate Change
New suite of IG Climate Action Portfolios provides clients with the opportunity to both support and take advantage of the global transition to net zero emissions
10/26/2021
Rockefeller Capital Management to Open First International Office in London with the Formation of Rockefeller Asset Management International
The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.
10/25/2021
Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers
AdvisorPeak's team of experts join Addepar to complement the company's rapid pace of innovation and growth