03/17/2021
Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'
News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.
03/17/2021
Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami
As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
03/17/2021
Global equities hit a speed bump by Nikko AM
The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
Annual pro bono volunteer program has delivered more than 108,800 service hours valued at over $16.6 million to 142 nonprofits since 2009
03/17/2021
COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.
03/16/2021
Transaction increases CI’s U.S. assets to $55 billion and expands presence to key southeast region
03/16/2021
“As the impact investing world has gotten more and more sophisticated, what we have been able to offer has gotten more sophisticated,” Kessel said in an interview.
03/16/2021
Launch of new subsidiary coincides with opening of Miami office to be led by Sanctuary Securities President Bob Walter
03/16/2021
The discretionary model portfolios will integrate existing iProfile Private Pools and new exposures to active allocation, alternatives, passive ETFs, low volatility and private assets, as outlined in the following two sections.
03/15/2021
The Proposal represented a 31% premium to the closing price of RF Capital common shares on March 12, 2021 and a 30% premium to the volume-weighted average price for the 20 trading days ended on that date.
03/15/2021
The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth, not including the value of their primary residence (NIPR) – increased by 600,000 to 11.6 million in 2020, a 5.5 percent increase over the prev
03/15/2021
Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends
03/14/2021
Standard Chartered research finds continued confidence in growth outside home markets amongst European and US companies
Asia remains a major growth region with Africa and Middle East seeing incremental increase
03/14/2021
Billionaire Mackenzie Scott is giving her fortune away and turning philanthropy on its head
On the Giving Pledge website, which encourages billionaires to give away a majority of their wealth to charity, Mr Jewett wrote publicly for the first time about their marriage, and declared that he planned to join Ms Scott in giving away most of their we
03/12/2021
CI’s U.S. assets to reach $50 billion
03/12/2021
We are honored that Refinitiv Lipper has once again awarded several of our mutual funds
03/12/2021
Wells Fargo’s SDK revolutionizes the customer experience by providing a card open experience within the online purchase flow; for example, during shopping cart check-out.
03/11/2021
JP Morgan will offer investment notes with a $1,000 minimum investment, which will pay out based on basket companies’ market performances.