06/13/2022
Truist Wealth enters Chicago with experienced team of wealth management professionals
Affluent, high and ultra-high net worth individuals, families and business owners to benefit from Truist's planning-centric service model
Wealth and Asset Management
06/10/2022
Americans lost half a trillion dollars in wealth in early 2022
The total value of these holdings was $46.3 trillion in the first quarter, making it one of households' largest assets.
06/10/2022
UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List
Gino is known for going above and beyond to prioritize his clients' needs with highly personalized wealth management services, and it's gratifying to see him acknowledged for his commitment to the well-being of his clients.
06/10/2022
Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards
Zephyr's investment management platform continues to earn recognition from wealth and asset management industry peers
06/10/2022
J.P. Morgan Private Bank adds two billion-dollar advisor teams to its New York City business
These advisors are outstanding additions to the team and bring a proven track record for helping clients achieve their most important financial goals.
06/10/2022
Credit Suisse CEO blasts 'really stupid' takeover rumor
Credit Suisse has been the subject of much takeover speculation due to its recent lousy performance.
06/10/2022
Canadian wealth set to rise by $2 trillion by 2026 amid global surge
What do wealth managers need to know to seize the opportunities that greater global wealth offers?
06/10/2022
BNY Mellon Wealth Taps BofA, Citi for Boston Hires
Justin Esposito previously served as a portfolio manager at Bank of America Private Bank and Chris Martinson was a ultra-high-net-worth investment counselor at Citi.
06/09/2022
Global Wealth Grew by Double Digits to $530 Trillion in 2021, Despite Continued Crises
Rise of 10.6% Is the Highest Annual Rate in More Than a Decade, Creating $26 Trillion in New Private Wealth, but Digital Leaders Threaten Traditional Players' Dominance, According to a New BCG Report
06/09/2022
Credit Suisse: State Street Takeover Coming Soon?
On Wednesday, Credit Suisse’s made its third consecutive profit warning for this year when it indicated that it expects to lose money in the second quarter.
06/09/2022
Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation
Expands Mercer Advisors' California Footprint
06/09/2022
Lovell Minnick Partners to take majority ownership in London & Capital
The transaction is expected to close in the fourth quarter of 2022, subject to regulatory approvals.
06/09/2022
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
Zoe aims to help clients find the highest-quality guidance to manage and grow their wealth.
06/09/2022
Mercer Advisors Acquires Bivin and Associates, Inc.
They endeavor to know and understand a client's financial situation and provide the highest quality information, services, and investment advice to help clients reach their goals.
06/08/2022
Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list
These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.
06/08/2022
BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers
Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.
06/07/2022
Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.
06/07/2022
Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List
These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.
06/03/2022
Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors
Bank welcomes key industry hires in private and commercial banking
06/03/2022
UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams
The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.