02/11/2022
Seven UBS advisors in South Texas named to the Forbes/SHOOK Research Top Women Wealth Advisors list
The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.
Wealth and Asset Management
02/11/2022
Three UBS Advisors in the Northeast Private Wealth Management Market Named to the Forbes/SHOOK Top Women Wealth Advisors List
These advisors go above and beyond for their clients, and this recognition proves that they are some of the best in the business
02/11/2022
Bill Kambas featured in Family Capital's "Family offices face regulatory hurdle with new transparency act"
Family enterprises can be so diverse, so unique and you need to answer some questions.
02/11/2022
Coaching offers RBC Wealth Management advisors unique assessments, growth opportunities
Financial advisors liken it to pre-marital counseling.
02/11/2022
CAIS Brings Customized Alternatives Platform to Focus Financial Firms
The CAIS Platform will make alternative investment strategies seamlessly available
02/11/2022
Brookfield mulls spinning off asset management unit
The newly spun-off company could also potentially attract interest from investors who do not want exposure to Brookfield’s other units, such as the reinsurance business launched last year, Flatt added.
02/11/2022
Morgan Stanley to acquire retirement consulting firm Cook Street
The firm also acquired fund manager Eaton Vance for $7bn last year.
02/10/2022
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
02/10/2022
Wilmington Trust boosts wealth management team
The firm has committed to add a significant number of new professionals, which will broaden expertise.
02/10/2022
Abacus Wealth’s Neela Hummel on Strategically Building a $4.4B RIA
Neela Hummel shares how Abacus has embraced diversity, creating a culture of inclusivity that has helped power the RIA's growth and expansion.
02/10/2022
Liu puts relationships at the heart of Citi Private Bank
It is the kind of thing that couldn’t have happened before Zoom, and likely wouldn’t have happened until Covid hit and accelerated the adoption of video calling services.
02/10/2022
J.P. Morgan named ‘Best Private Bank’ in World
For over 150 years we have been perfecting our approach and we’re so happy that our clients
02/10/2022
Global Private Banking and Wealth Management Survey
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
Family Offices Say Disclosure Plan Invites Theft, Kidnapping
Many countries already mandate companies disclose beneficial owners and some, like the U.K., make the information public.
02/10/2022
Wealth management helps drive record income for Manulife
The firm's latest financial results show a surge in global wealth management inflows
02/09/2022
Twelve Hightower Advisors Named to Forbes' America's Best Women Wealth Advisors 'Best-in-State' List
The Forbes ranking of "Top Women Wealth Advisors Best-in-State" list was developed by SHOOK Research, based on an algorithm of qualitative data, provided through surveys and interviews.
02/09/2022
Investors plan to stay invested amid concerns
Investor optimism took a 7% dip since last quarter, with US investors expressing concerns about inflation, and for good reason.
02/09/2022
Bridging the communication gap in investment recommendations
CapIntel founder and CEO explains how platform helps turn an advisor problem into a client relationship touchpoint
02/08/2022
Dunlap Named One of Forbes Top Wealth Advisors for 2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
02/08/2022
Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List
"We take tremendous pride in each of these exceptional advisors and their unwavering dedication to helping Americans become financially secure, so they can live more and worry less."