04/14/2021
A Focus on Intergenerational Leadership in Family Offices
With the coronavirus pandemic accelerating digital transformation in every home and Family Office
Wealth and Asset Management
04/14/2021
Canaccord Prepared to Raise Offer for RF Capital, CEO Says
The current proposal values RF at C$367 million ($292 million).
04/14/2021
Goldman Sachs profit soars on global deals frenzy, trading boom
Total revenue more than doubled to $17.7 billion in the quarter, while financial advisory revenue came in at $1.1 billion.
04/13/2021
Pacific Asset Management teams with BlackRock to launch five additional multi-asset model portfolios
For large advisers and consolidators, this 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulat
04/13/2021
Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.
04/13/2021
Wealth Management M&A Activity Hits Record High In First Quarter
The report attributed the record setting activity to several factors, including strong market conditions, increased competition from buyers and favorable deals for sellers.
04/13/2021
Jacqueline Campbell's Alexander Legacy Private Wealth Management Joins Carson Partners
"JaQ is just the kind of advisor that we built Carson Partners to serve,"
04/13/2021
Carson Group Appoints Vice President of Mergers and Acquisitions
An industry veteran in capital markets, Page joins Carson from KCB Private Equity in Pasadena, Calif., where he led investment development, deal sourcing and origination.
04/12/2021
BMO refocuses Wealth Management business for North American growth, announces sale of EMEA Asset Management business
As part of the transaction, BMO and Columbia Threadneedle will also establish a strategic relationship to offer BMO's North American Wealth Management clients opportunities
04/12/2021
SS&C Offers to Acquire Mainstream Group
Mainstream Group’s fund and superannuation services complement SS&C’s extensive administration offerings in Australia and throughout the world and demonstrate great revenue growth potential.
04/09/2021
Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.
Atria broker-dealer assets increase to nearly $95 billion of AUA
04/09/2021
Global Wealth and Lifestyle Report 2021: Key Findings
Julius Baer’s Global Wealth and Lifestyle Report 2021 explores the evolving world of high-end consumption.
04/09/2021
Ithaca Wealth Management Announces Launch of Innovative Auto-Pilot Pricing Platform to Celebrate its One-Year Anniversary
Now, simply sticking to your financial plan and remaining invested for the long-term will lower your advisory fees at Ithaca Wealth Management, regardless of your account size.
04/09/2021
Milestone: Addepar Exceeds $2.5 Trillion in Assets Through Wealth Management Platform
The platform provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.
04/09/2021
The changing face of advice: how financial advisors are evolving
The average age of financial advisors has been rising as fewer graduates opt to go down that route
04/08/2021
IQ-EQ enters the U.S. Private Wealth market with the acquisition of Concord Trust Company
This acquisition confirms IQ-EQ’s commitment to the U.S. market and takes the Group one-step closer to achieving its strategic objective of becoming the leading independent investor services provider globally.
04/08/2021
Three UBS Private Wealth Advisors in Greater Florida named to the Barron's Top 1,200 Financial Advisors list
This award further honors their outstanding achievements, commitment and dedication to clients
04/07/2021
Utah's Fastest-Growing Investment Advisory Firm Drive Wealth Advisors Acquires Magellan Capital
Coming on the heels of Drive Wealth Advisors' 2020 Fastest-Growing Investment Advisory Firm award from CityWire RIA magazine
04/06/2021
Hiring of UBS Team Helps Rockefeller Capital Management Pass Milestone
The burgeoning wealth management unit is a spinoff of the family office of the same name
04/06/2021
Herman and Sandy Tiemens bring family approach to Wells Fargo wealth management
He started in business as a systems analyst, saying it was really a job that required him to translate between those who write code and those who need new computer systems.