07/29/2021
Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.
07/29/2021
Billionaires with enough cash to fill a swimming pool are loathe to sit out the biggest borrowing binge on record
07/28/2021
Led by well-known speaker, author and commentator Michael Farr, the Washington, D.C.-based firm has $2 billion in AUM
07/28/2021
Solution to facilitate faster analysis and decision making for investment managers
07/28/2021
Firm continues year of growth and expands presence in California with acquisition
07/28/2021
How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations
07/27/2021
The overall fee rate remained strong at 52 basis points. On a sequential basis, revenues increased 6 percent.
07/26/2021
Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn
07/26/2021
J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.
07/26/2021
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
07/26/2021
The new name Allspring Global Investments reflects the newly independent firm's rich history in investment leadership and its commitment to renewal, growth, and meaningful client outcomes.
07/26/2021
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
07/26/2021
Boutique wealth management firm is No. 2 in Northern California
07/23/2021
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.
07/23/2021
Canopy Wealth Management Expands
Advisor duo leaves Northwestern Mutual in pursuit of a more nimble, tech-savvy and forward-thinking advisory framework
07/23/2021
Though more than half of the U.S. population is female and women control one-third of household assets (more than $10 trillion), only about 1 in 5 financial advisors are women, according to Cerulli data.
07/23/2021
Hightower Advisors brings a high-end slice of RIA custody in-house
The Chicago RIA rollup reports regular wins of UHNW as it hits $100 billion of AUM and holding assets in trust can build on that ultrahigh niche, CEO says
07/22/2021
Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.
07/22/2021
The generation that is inheriting the world’s wealth has grown up in an environment where social media spotlights
07/22/2021
Private Markets Evolving to Meet Market Demands, Becoming More Mainstream