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Wealth and Asset Management

10/21/2021

CapIntel Partners with IG Wealth Management

Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more

10/20/2021

CI Financial Reports Total Assets of $320.4 Billion for September 2021

CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years

10/20/2021

Scotia global asset management to create private assets unit

Scotia GAM had $300 billion (US$243 billion) in assets under management as of the end of July 2021.

10/20/2021

New BNY Mellon Wealth Management Survey Finds Over Half of High-Net-Worth Americans Prefer the Ability to Preserve and Protect Their Wealth Over Concierge Services and Lifestyle Gifts

Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones

10/20/2021

Investments & Wealth Institute's New Alliance Expands Member Benefits

Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.

10/19/2021

CI Financial Reports Total Assets of $320.4 Billion for September 2021

CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years

10/19/2021

How private banks are courting the next generation of wealthy investors

But over time, investors, their money, and their advisors have been inexorably migrating from commission-based brokerages and toward the fee-only RIA model.

10/19/2021

PGIM Investments to acquire direct indexing firm Green Harvest Asset Management

Firm expands platform to include customized solutions to meet the complex needs of high-net-worth investors

10/19/2021

Berger Financial Group, Inc. Acquires Dane Holdings, Inc. of Arizona

Largest acquisition outside of Minnesota will expand Berger Financial Group's wealth management offerings

10/19/2021

Lido Advisors Senior Managing Director Michael J. Karsa Named to Forbes’ 2021 500 Top Next-Gen Wealth Advisor

Chicago-Based Investment Advisor Karsa Ranked at Number 269, Up from 484

10/17/2021

Swiss bank UBS closing brokerage business in Mexico -sources

UBS noted it hired Gustavo Galvan-Duque early this year as head of Wealth Management for Mexico and would keep looking for "local talent."

10/15/2021

U.S. banks see wealth management boom on borrowing, new assets

That has increased demand for money managers, increased the value of assets managed by these brokerages, and made it more appealing for customers to borrow.

10/15/2021

Goldman Sachs crushes analysts’ estimates on strong investment banking and trading results

Revenue: $13.61 billion vs. $11.68 billion consensus estimate.

10/14/2021

Three Hightower Advisors Named on Seramount's 2021 'Top Wealth Advisor Moms' List

The annual list honors 500 wealth management mothers who are dominating the finance industry

10/14/2021

Merrill Lynch is bringing in a wave of changes for its storied 'thundering herd' of financial advisors

Efforts include Merrill's 'Project Thunder' campaign and an overhaul of the firm's training program.

10/14/2021

Third Quarter 2021 Results and Key Metrics Citigroup

This compared to net income of $3.1 billion, or $1.36 per diluted share, on revenues of $17.3 billion for the third quarter 2020.

10/13/2021

JPMorgan profit powered by record M&A fee, reserve release

"JPMorgan Chase delivered strong results as the economy continues to show good growth - despite the dampening effect of the Delta variant and supply chain disruptions," said JPMorgan Chief Executive Jamie Dimon.

10/12/2021

These are the global innovation powerhouses of 2021

There are a number of countries that are performing above expectations relative to their economic development.

10/08/2021

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

The partnership is designed to accelerate Savant's acquisition and organic growth strategies by augmenting its capabilities and providing access to additional growth capital.

10/08/2021

UBS Advisor Named to the Forbes/SHOOK Top 250 Wealth Advisors List

Jonathan specializes in providing high-net-worth individuals, families and corporate entities with financial advice including liability management, estate planning, tax optimization and philanthropic strategies.

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