05/22/2020
However, reports that interviews have taken place indicate that Sanchez’s plan to establish a hub for the wealth market in Miami, first revealed back in the summer of 2018, are potentially underway once again.
05/22/2020
UBS in January lured a $16.7-million team in North Carolina servicing wealthy clients at Merrill Lynch. Last month, it hired Justin Low, who was producing $1.4 million at a Morgan Stanley branch in Phoenix.
05/21/2020
The bank is also forming an advisory group comprising external experts on topics including climate and earth sciences.
05/21/2020
Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.
05/21/2020
The platform tracks thousands of assets and trading pairs in real time by aggregating data from more than 20 exchanges.
05/21/2020
The bank currently serves about 1.0% of the high-net-worth market and 8.0% of the “ultra-high-net-worth” market, officials said at a recent investors conference.
05/21/2020
The new rewards program is being rolled out to in-house clients with a minimum of $250,000, not the firm's RIA custody business.
05/21/2020
The new group combines an open-architecture approach with the proprietary investment capabilities of BNY Mellon's eight specialist investment firms.
05/20/2020
Recognition of an exceptional career in Financial Services
05/20/2020
Banks may choose to target HNWI, UHNWIs
05/20/2020
The company will hire for jobs in Calgary and Toronto
05/19/2020
Equity market sell off results in lowest median quarterly return since Q4 2008
05/19/2020
The Pacific Funds lineup includes fixed income, equity and multi-asset strategies designed for income generation.
05/19/2020
Acquisition bolsters MAI’s New York City presence and adds robust investment management group
05/17/2020
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.
05/15/2020
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
05/14/2020
Honor recognizes an exceptional career in financial services
05/14/2020
Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth individuals
05/13/2020
Prices were volatile following a surge in the dollar and speculation that investors were selling their safest investments
05/13/2020
Our partnership with Envestnet puts Canaccord Genuity at the forefront of wealth management in Canada