12/17/2020
Guardian Capital Group Limited to Acquire BNY Mellon’s Canadian Wealth Management Business
The acquisition adds more than $5.5 billion of assets under advisement, of which a large portion relates to assets administered on behalf of ultra-high net worth families, and expands Guardian’s current core wealth management capabilities in the ult
12/17/2020
The Modern Family Office: A New Kind Of Investor (That's Here To Stay)
According to a 2018 piece in The Economist, family offices managed assets worth an estimated $4 trillion, surpassing the global hedge fund industry and allowing them to compete with established qualified investors in some of the most attractive, albeit mo
12/17/2020
New Realities in Wealth Management: Growth Amplifies Prior to the Storm
Aite Group estimates total client assets to have reached US$29.1 trillion at the end of Q3 2020, up 3% from 2019.
12/17/2020
While the gender pay gap focuses on compensation differences between men and women, the gender wealth gap represents a larger financial picture issue.
12/17/2020
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/16/2020
Covid-19 Philanthropy: Spotlight on Major Giving in 2020
The report also discusses why major giving is different from other forms of funding and considers the many benefits it brings to the organizations that harness its potential.
12/16/2020
The platform enables clients to seamlessly assemble and access investment data spanning internal and third-party services across their investment processes.
12/15/2020
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.
12/15/2020
MSP Sports Capital provides strategic capital at the intersection of McLaren Racing's continued success and announcement of a full 2021 racing calendar.
12/15/2020
The convenience—and for some, the opportunity—of the distributed economy is extraordinary. But so too are the consequences.
12/15/2020
Explore the key findings of our market study, 'Asset Servicing Innovation: Are We in the Perfect Storm?'
12/15/2020
UBS: In Merger Talks for Asset Management?
The Swiss bank and the world's second-largest provider of index funds started their deliberations at the beginning of this year and the two companies seemed close to an agreement in the summer, the report read.
12/15/2020
Our investment strategies are rooted in the foundational belief that investors should be compensated for the risks they take, and we are committed to delivering investment products and solutions that fit our investor-centric approach.
12/15/2020
Wealth Enhancement acquires $320 Million Hybrid RIA Financial Wealth Manager
The move demonstrates the company's continued focus on executing on its strategy of broadening its footprint in key regions across the country, and further solidifies its position as a leading national wealth management and financial planning brand.
12/15/2020
Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalisation options for clients, streamlined favourite and default settings for most-used tools, simplified enter
12/15/2020
The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.
12/11/2020
“With a well-thought-out plan, philanthropic capital can achieve double and triple goals at once. But it has to be dynamic—if it’s static, it won’t endure.”
12/11/2020
Family-run practice seeks top-tier technology upgrade
12/11/2020
Plenty of advisors share with us that it’s hard to visualize where their firm fits within the context of the waterfall of possibilities—that is, understanding how their firm compares to others, especially when they’re witnessing so much
12/09/2020
Deal set to close before 2021 bolsters present and future growth strategy in San Francisco with addition of highly experienced advisory team