06/03/2021
What’s the new digital playbook for wealth management?
New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences
Wealth and Asset Management
06/02/2021
Local Ballard resident Heather Krause named to 2021 Forbes Top Women Wealth Advisor list
Krause & Thorpe Wealth Management Team focuses on the importance of building long-term relationships through education and helping clients develop, and stick with, an investment strategy to reach their financial goals.
06/02/2021
Canaccord Genuity Group Inc. Reports Record Fourth Quarter and Fiscal 2021 Results
Record global capital markets revenue of $487.0 million for the fourth quarter and $1.3
06/02/2021
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption
05/28/2021
Scotia Global Asset Management announces name changes and index changes for select Scotia Pools and Funds
The investment objectives and other aspects of all the affected Pools and Funds will remain the same.
05/28/2021
Assante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study
Assante also ranks first in trust among full-service investment firms
05/27/2021
Mercer Advisors Acquires ET George Investment Management, LLC
Acquisition of ET George Investment Management, LLC (Registered Investment Adviser), Opens Mercer Advisors' Presence in Mississippi
05/27/2021
Wall Street Makes Big Moves to Cater to Wealthy Chinese Investors
France’s largest asset manager, Amundi (AMUN: France), began operations with Bank of China’s (3988.Hong Kong) wealth management subsidiary in September, with the former holding 50.1%.
05/27/2021
Wall Street Makes Big Moves to Cater to Wealthy Chinese Investors
France’s largest asset manager, Amundi (AMUN: France), began operations with Bank of China’s (3988.Hong Kong) wealth management subsidiary in September, with the former holding 50.1%.
05/27/2021
TD Bank Group Reports Second Quarter 2021 Results
"As we look toward the future, we will continue to advance our strategy and contribute to a robust and inclusive recovery, guided by our purpose to enrich the lives of our customers, colleagues and communities."
05/26/2021
Two UBS Advisors in San Diego Named to Forbes/SHOOK Top Women Advisors List
Courtney is a Managing Director at UBS and she and her team serve the diverse and dynamic needs of high-net-worth individuals, families, foundations, and businesses.
05/26/2021
Fidelity Institutional Launches New Educational Program for Firms and Advisors Looking to Grow
The Wealth Advisory Institute has a dynamic, interactive experience that offers actionable goals and next steps for advisors and the support to help firms and advisors every step along their journey to become holistic wealth managers.
05/26/2021
The Seven Deadly Sins Of The Wealth Management Industry
According to Roman Catholic theology, the seven deadly sins are the primary feelings or behaviors that inspire further sin.
05/26/2021
Bank of Montreal 2Q Profit Rises; Adjusted Efficiency Ratio Improves Following Divestments
Adjusted earnings were C$3.13 a share, beating consensus estimates of $2.75 according to analysts polled by FactSet.
05/25/2021
Aligning resources to cost-effectively grow assets
This includes aligning both sales and marketing coverage to the value, behaviors and preferences of each segment.
05/25/2021
China approves Goldman Sachs, ICBC joint wealth management venture
China opened its giant financial sector to foreign companies last year as part of an interim trade deal with the United States signed in January.
05/24/2021
Bernstein Private Wealth Management Unveils New and Refreshed Online Presence
The new website has been designed to enhance the wealth and investment planning experience for clients by combining modern design with intuitive navigation, making it easier than ever to engage with Bernstein’s insights and better understand the tea
05/24/2021
Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds
SS&C's comprehensive offering vastly improves fund accounting and reporting exceeding our clients' information and communications requirements on a single easy-to-use platform, so we can focus on helping our clients make decisions.
05/24/2021
Raymond James Launches New Proposal Tool Within Its Robust Wealth Management Technology Suite
New technology tool streamlines the process of packaging and presenting high-quality proposals, helping advisors share customized recommendations with clients
05/21/2021
Scotia Global Asset Management announces final valuation and declares final distribution on units of the Scotia Strategic ETF Portfolios
The proceeds will consist of the final cash distribution, if any, payable to unitholders immediately prior to the termination of the ETFs and the final proceeds on the redemption of units held by unitholders.