12/02/2022
Pathstone to combine with Willow Street
Combined Organization to Oversee More than $75 Billion of Client Assets
Wealth and Asset Management
12/01/2022
Mercer Advisors Acquires Regis Management Company, LLC
Shared Mission Will Expand Mercer Advisors' Ultra-High Net Worth Offerings and Silicon Valley, San Francisco Presence
12/01/2022
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs
11/30/2022
Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
11/30/2022
Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Acquisition expands Wealthspire’s presence in the West
11/30/2022
Prospera financial services recruits Twin River wealth management
Pennsylvania-based Team Oversees Approximately $180 Million in Client Assets
11/30/2022
BBH Announces Termination of Investor Services Transaction with State Street
BBH will continue to invest in the people, technologies, and market segments that make Investor Services a differentiated and valued offering for the world's most sophisticated institutional investors
11/30/2022
As market turbulence hits profits, Canadian banks seek loan growth
Analysts and investors anticipate weaker quarter amid challenges to wealth management and investment banking businesses
11/29/2022
Strategic Estate Planning for UHNW Individuals
Individuals with a net worth over $5 million are now more at risk than they have been in decades.
11/29/2022
Safra New York Corporation To Acquire Delta National Bank and Trust
Delta provides private banking and wealth management services to high net-worth clients through its offices in New York and Miami.
11/29/2022
Prospera Financial Services Recruits Twin River Wealth Management
Managing Director Thayer Potter Brings 34 Years of Experience Along with a Commitment to Helping Clients Build, Manage, Protect and Transition Their Wealth
11/29/2022
Perigon Wealth Management Acquires $330 Million Nauset Wealth Management in Connecticut
Tue, November 29, 2022 at 7:00 PM·3 min read Firm Also Welcomes Veteran Advisor Tom Tolleson to New Atlanta Office as Perigon Continues to Expand in the Southeast
11/28/2022
North America's family offices saw their wealth rise in 2021
Pandemic and other challenges didn't dent industry's wealth-building efforts
11/28/2022
Credit unions up their game in wealth management
The state of play of advisory, investment services from co-operatives, credit unions
11/28/2022
Why CI Financial's CEO is staying the course, despite recent headwinds
Despite recent negative press, CEO is convinced his three-part strategy is working and sees a bright future
11/28/2022
Putting The Elite In Elite Wealth Management
An often inconvenient truth of the wealth management industry is that ALL financial services and products are commodities.
11/25/2022
Bank of America Private Bank, Merrill bulk up on ESG execs
Last week, the bank announced that it had created and filled a role focused on developing new ESG-themed products and encouraging advisors to apply ESG strategies in their practice.
11/24/2022
Jupiter Asset Management Extends Relationship with SS&C
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio
11/24/2022
International wealth group opens Uruguay office
It will give the firm a physical presence in Latin America
11/24/2022
Wealth management apps score highest satisfaction among younger users
Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.