03/16/2022
UBS advisor Michael Carr Jr. earns designation for advising clients in the sports and entertainment industries
He has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list every year since 2019.
Wealth and Asset Management
03/16/2022
Eton Solutions Recognized as a Family Office Solutions Leader in the 2022 Private Asset Management Awards
Company Wins Top Award for Best Partnership Accounting System and Is Honored in the Best Family Office Service Provider and Best Family Office Technology Platform Categories
03/16/2022
J.P. Morgan agrees to acquire Global Shares, a leading provider of share plan management software
Acquisition will bolster the range of services offered to corporate clients and creates a new client acquisition channel for J.P. Morgan's wealth management businesses
03/16/2022
Edward Jones Accelerates Journey Toward Human-centered Complete Wealth Management
Announces Investments Designed to Deliver Enhanced Client and Branch Experiences
03/15/2022
Stratos Wealth Enterprises Announces Strategic Investment in Georgia-Based Wealth Manager
Investment to Deepen Partnership with Robert Patti, a financial advisor with Stratos Wealth Partners since 2013
03/15/2022
10 Northwestern Mutual Advisors Named Among Nation's Best in Latest Barron's Ranking
Driven by the efforts of Northwestern Mutual's advisors, the Barron's distinction follows a year of record-setting business results at the company.
03/15/2022
Canada-based Fairfax may sell stake in IIFL Wealth Management: Report
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
03/15/2022
Macquarie Asset Management acquires Central Park Group
Central Park Group will form the cornerstone of Macquarie’s efforts to serve US high-net-worth investor demand for alternative investments.
03/15/2022
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
03/15/2022
Logicly Announces No-Cost Subscription Tier for Financial Advisors
With our no-charge BASE tier, we empower our users with better data and analytics which means they can do better for their clients.
03/15/2022
Barron's Lists Michael Miller, President of Wellesley Asset Management, As One of America's Top 1,200 Financial Advisors
Rankings Based on Assets under Management, Revenue Generated by Advisors for Their Firms, and the Quality of the Advisors' Practices
03/15/2022
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
03/14/2022
IG Wealth Management announces product changes
Proposed changes aimed to improve performance and provide more value to customers
03/11/2022
Fidelity's Johnson family is now worth $48 billion after the investing firm bet on retail traders flooding the market last year
In an email to Insider, a representative noted that the company's 2021 financial results "show continued record growth across customers, assets, and engagement."
03/11/2022
Transforming the Wealth Management Industry: Interview with Marco Bizzozero, Head of International, iCapital
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
Personalization: An Imperative With Ultra High Net Worth Clients
Technology should integrate these preferences plus risk capacity, assuring proper wealth preservation.
03/10/2022
Citi Paraguay Recognized for Private Banking and Wealth Management Services
The results of the Euromoney survey of 2,000 global wealth management experts represent a qualitative ranking of private banking providers by region and area of service.
03/10/2022
ZEDRA Enhances its US presence with the Acquisition
The announcement boosts ZEDRA’s Global Expansion and Corporate Service offering in the US, a core market for the firm, and enhances the company’s geographical presence.
03/10/2022
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.