02/24/2022
BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives
The research paper examines how growing differences across generations
Wealth and Asset Management
02/24/2022
Stratos Wealth Partners boosts holdings in BWM Financial
In September 2020, Investment banker Peter Nesvold’s new merchant bank picked a minority stake in Stratos Wealth Holdings.
02/23/2022
95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List
The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
02/23/2022
Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies
The combined firm will operate under the Cerity Partners name.
02/23/2022
Baird’s Gervais named to Forbes’ 2022 Top Women Wealth Advisors List
Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion.
02/23/2022
Schwab launches digital financial planning action centre
The Financial Planning Action Center is available as of February 23rd, 2022.
02/23/2022
Family Offices See Next Leaders Ceding Profit in Succession Rift
Most family offices had trouble getting qualified executives
02/22/2022
CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion
02/21/2022
Why Personalized Advice at Scale is the Next Evolution of Wealth Management
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
Family offices should consider multiplying their giving with impact investing
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue
02/21/2022
Meet The World’s Most Powerful Banker: Jamie Dimon, CEO Of JPMorgan Chase
Despite the above constraints, J.P. Morgan Chase has a significant competitive advantage.
02/18/2022
Northern Trust’s 2022 Wealth Planning Symposium to Focus on Bold Ideas for Redefining Wealth
Virtual event will feature author Adam Grant, convene experts on the future of wealth
02/18/2022
Goldman Creates Family Office for Its Executives
The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.
02/17/2022
BlackCloak Named a Finalist by the Family Wealth Report Awards for Best Cybersecurity
Recognition comes as family offices and wealth managers are increasingly being relied upon by their clients to help reduce the skyrocketing risks from modern cyber attacks, financial fraud, and personal privacy exploitation
02/17/2022
Harbourfront Wealth Holdings Reports Fourth Quarter and Full Year 2021 Results
The Company employs 202 employees operating out of 24 locations across the country.
02/16/2022
Zoe Announces Partnership With Family-Owned RIA Firm, Parkshore Wealth Management
Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.
02/16/2022
Citi’s Jane Fraser ditches ambition to break into Wall Street’s big league
Hopes of becoming top-three investment bank conceded in order to focus on more profitable areas
02/16/2022
Simon Markets secures strategic investment from Citi
Citi’s financial professionals under its wealth management division use Simon’s investment platform and the lender has been an issuer of the firm’s structured investments.
02/16/2022
The US has the oldest millionaires as biggest ever wealth transfer looms
The US holds 7,472,364 millionaires as of 2021, according to GlobalData.
02/16/2022
Creative Planning continues buying spree with JBJ Invest acquisition
Creative Planning CEO Peter Mallouk noted that JBJ’s presence in South Carolina and 40 other states will help the firm drive its reach in these markets.