04/27/2022
SURA Investment Management and Edmond de Rothschild Asset Management Forge an Alliance
This partnership creates a new opportunity to make the full spectrum of investment capabilities of both firms available to investors in the region.
Wealth and Asset Management
04/27/2022
Bluespring Wealth Partners Completes Sixth Transaction Of 2022 With Acquisition Of $280 Million Joule Financial
The firm serves over 600 families throughout the nation, and prides itself on its ability to help all clients identify, plan, and reach their financial goals.
04/27/2022
Scotiabank and CDSPI Announce Strategic Agreement
CDSPI will continue to provide insurance, investment and private wealth management advice and solutions to dental association members.
04/27/2022
Prospera Financial Services Launches Advisor Practice Exchange Program (APEX) To Assist Advisors Acquire Practices or Create Succession Plans
The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients
04/26/2022
Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast
A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street
04/25/2022
Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
One of the most important benefits of budgeting is that you always know how your money is being used.
04/25/2022
Arvest Wealth Management named again to list of top $100M adviser teams in U.S.
"As the nation's leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,"
04/25/2022
How the ground is shifting in the financial advice landscape
To improve the client experience, wealth managers and private banks will soon combine people with digital technologies
04/25/2022
RBC Wealth Lures $200M FA from Wells Fargo
Lessard started in the industry in 1989, when he registered with McLaughlin, Piven, Vogel Securities
04/21/2022
FamilyWealth Named to WealthTech 100 List
FamilyWealth recognized in the 2022 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial services industry.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
The firm currently manages $165 million in Assets under Management.
04/20/2022
Itaú Private Bank's Miami flows hit record as Brazilians flock offshore
On the one hand, there was a scenario that benefited them with FX rates going down and on the other hand interest rates are so high [in Brazil] that clients right now do not want to stay on the local fixed income side.’
04/20/2022
Taylor Rules!
Remember also that inflation is not just a demand phenomenon.
04/20/2022
IG Wealth Management introduces new U.S.-focused investment solution
Canadians who are US taxpayers or who seek a well-diversified portfolio for their US funds can benefit from the product suites
04/19/2022
Santander Private Bank to recruit up to 20 advisors for Brazil biz
In order to capture and retain clients, the bank has been on a recruiting spree to attract top private banking talent.
04/19/2022
National Wealth Management to Join Cary Street Partners
Further Expands Cary Street Partners’ New Jersey Presence
04/18/2022
23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
“Congratulations to our advisors on this momentous industry recognition,”
04/14/2022
JP Morgan wealth business registers 20% slump in Q1 profit
During the quarter, the unit’s assets under management (AuM) rose 4% to $3trn, on the back of cumulative net inflows and higher market levels.
04/14/2022
Rhodes wealth management agrees merger with financial advice firm
The link-up with experienced Paul Brainbridge, a fellow St. James's Place partner, has been agreed as Bainbridge moves towards retirement in coming years.