10/28/2021
Well-aligned with Lexington's client-first culture, Freed Investment Group will leverage Lexington and Hightower's institutional-class services and solutions
10/28/2021
Valley Wealth Group to Become First Cross-Platform Practice to Join Financial Resources Group
10/28/2021
Ameriprise took in $10 billion in new client assets during the quarter, while its advisor headcount grew 2% year-over-year.
10/28/2021
Climate change is becoming an increasingly pertinent topic driving policy and markets.
10/27/2021
UBS currently has about 2 million customers in the U.S. that it calls workplace wealth clients -- people with large pension funds and stock options -- and plans to use the new digital wealth manager to do more business with those clients as well as captur
10/27/2021
The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.
10/27/2021
Broadridge is a global Fintech leader that delivers a single, consolidated Wealth Platform designed to modernize a financial firm's entire business.
10/27/2021
As their wealth accumulates and their lives becomes more complex, PWMA is there to help them navigate these complexities using its wealth management expertise.
10/26/2021
New suite of IG Climate Action Portfolios provides clients with the opportunity to both support and take advantage of the global transition to net zero emissions
10/26/2021
The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.
10/25/2021
AdvisorPeak's team of experts join Addepar to complement the company's rapid pace of innovation and growth
10/25/2021
Raj Dhanda Named Ares’ Global Head of Wealth Management
10/22/2021
Macquarie Asset Management acquires alternative investment firm
The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.
10/22/2021
State Street disavows claims of asset management sale
"Our overriding goal would be to continue to participate in the business, assuming that we can continue to improve performance.
10/21/2021
Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion
10/21/2021
This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.
10/21/2021
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’s Asset Management business delivers $800 million in net sales for its best quarter in over six years
10/20/2021
Scotia GAM had $300 billion (US$243 billion) in assets under management as of the end of July 2021.
10/20/2021
Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones