12/14/2022
Emily Menjou of Exchange Bank Wins ABA Wealth Management Under 40 Award
The award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.
Wealth and Asset Management
12/14/2022
Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington
Sovereign Wealth Advisors specializes in financial and retirement income planning, investment management, tax management and estate planning
12/14/2022
Clarfeld | Citizens Private Wealth Survey Finds Wealthy Americans Plan to Maintain or Increase Spending in 2023
Four in five plan to make portfolio changes in the New Year to reach financial goals
12/14/2022
A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud
Temenos open platform to support leading US Financial Institution’s growth in wealth management
12/14/2022
The 2023 Wealth Management M&A Outlook
A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.
12/14/2022
Northern Trust Asset Management’s Risk Report Highlights Drivers of Unexpected Portfolio Results
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list
Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.
12/13/2022
BlackRock — the world’s largest asset manager — says central banks are 'deliberately' causing recessions
In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.
12/13/2022
Citi Sees Family Offices Swarming Bond Market and Fueling Rally
Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.
12/13/2022
Apollo defends push to retail investors amid Blackstone storm
Group rolling out gated product that seeks to recreate S&P 500 returns for wealthy clients
12/13/2022
SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push
SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on in 2023.
12/13/2022
IG Wealth Management Selects nesto to Help Grow Its Mortgage Business
New strategic agreement will leverage nesto's innovative digital mortgage platform to provide IG clients and Advisors with a modern mortgage experience
12/12/2022
Brookfield Corporation Successfully Completes Distribution of 25% Interest in its Asset Management Business
The Manager takes the name Brookfield Asset Management Ltd. and has been successfully listed on the New York Stock Exchange and the Toronto Stock Exchange.
12/12/2022
Choreo to Partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC
Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm's Footprint
12/09/2022
RBC Wealth Management delivers on client expectations with Salesforce
Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.
12/09/2022
Citi Global Wealth Investments Releases Outlook 2023: Roadmap to Recovery: Portfolios to Anticipate Opportunities
In 2023, CGWI predicts the weakest annual global economic growth in forty years outside of the Global Financial Crisis and the COVID shutdowns.
12/09/2022
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals
12/08/2022
Wilmington Trust 2023 Markets Outlook Forecasts Possible Mild Recession, Continued Inflation
Identifies labor markets, energy transition, and China's socioeconomic evolution as key factors
12/08/2022
Super-wealthy look to private equity to help weather the storm
Family offices have weathered the pandemic by allocating more to the buyout and venture capital industries, writes Rob Csernyik
12/07/2022
Wealth manager Bartlett adds Regent Investment Management
Bartlett president Holly Mazzocca said: “We could not have found a better cultural fit than Marty and his team and believe that our complementary skillsets will enhance outcomes for all our clients.