03/24/2022
Cresset Advisors Named to Barron's Top Financial Advisors List
The Barron's ranking methodology is based on data provided by approximately 6,000 advisors.
Wealth and Asset Management
03/23/2022
Santander Private Bank launches new HNW service in Uruguay
The new service resides within Santander Select, the firm’s private banking unit in Uruguay which focuses on investments.
03/23/2022
Janiczek Wealth Management Named to 2022 America’s Top Financial Advisors List, as Published in Barron’s and Wall Street Journal, 9th Year in a Row!
According to Barron’s, “the goal is to shine a spotlight on the nation’s best financial advisors
03/22/2022
Fidelity Investments® Rolls Out New Features on Bond Trading Platform
Bond Beacon helps address this by using real-time data and analytics to trade against live markets, providing a robust view into fixed income markets and substantially cutting the time needed for transactions.
03/18/2022
Prestigious International Awards Recognize Outstanding Financial Technology Products and Companies
Mirador’s Gateway is a next generation, secure digital portal designed and built to serve both advisors and their clients.
03/18/2022
Zoe Celebrates One Year In Partnership With Financial Times Top 300 Investment Advisory Firm, TCI Wealth Advisors
TCI Wealth Advisors has over three decades of experience providing high-quality financial advice.
03/18/2022
New Citi GPS Report Looks at Factors That Have Helped the Global Art Market Transform through the COVID-19 Pandemic
The rise of a new art medium – non-fungible tokens, or NFTs, are providing a new way to consume art and collectibles and disrupting traditional art ownership model through a kind of democratization
03/18/2022
Why are more family businesses turning back to the family office model?
Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.
03/18/2022
Eleven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list
UBS Private Wealth Management has announced that eleven Private Wealth Advisors in firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.
03/18/2022
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Among the team's specialties are helping business owners and corporate executives diversify their assets and prepare for a transition.
03/17/2022
Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors
Newly Added Firms Raise Wealth Enhancement Group's Total Client Assets to $55.1 Billion, Continuing Robust M&A Growth Momentum
03/17/2022
Charles River Launches Tailored Portfolio Solutions to Power Portfolio Personalization at Scale, Integrates Axioma Portfolio OptimizerTM
Tailored Portfolio Solutions addresses the growing industry demand for personalized portfolios.
03/17/2022
EdR WM shuts Uruguay office, pulls out of LatAm
Edmond de Rothschild has closed its representative office based in Montevideo, Uruguay, effectively bringing to an end its presence in Latin America.
03/17/2022
KKR to Aquire Leading Japanese Real Estate Asset Manager
Japan is one of the most important and high-volume real estate markets in the world, and is a market we have been dedicated to investing in with a local team since 2006.
03/17/2022
Wealth Enhancement continues acquisition streak with double deals
It also offers investment services for nonprofits and clients going through divorces and career changes.
03/16/2022
Sixteen J.P. Morgan Wealth Management Advisors Make Barron’s Top 1,200 List
Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
03/16/2022
CI Financial Reports Total Assets of $370.2 Billion for February 2022
All financial amounts in Canadian dollars unless stated otherwise.
03/16/2022
Celent Names Bank of America a Leader in Banking and Wealth Management Innovation
Erica® receives Model Bank Award for Customer Engagement; Client Engagement Workstation from Merrill Lynch Wealth Management receives Model Wealth Manager Award for Emerging Technology
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.
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