04/06/2021
Goldman Sachs Cryptocurrency Endorsement Boosts Wealth
Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.
Wealth and Asset Management
04/06/2021
Wealth management needs more female advisers
More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.
04/06/2021
Women are leading the charge for Environmental, Social and Governance (ESG) investing in the U.S. amid growing demand for responsible investing solutions
RBC Wealth Management – U.S. client survey reveals growing interest in ESG and responsible investing, especially among women, with financial advisors ranked as a top source for information to guide investment decisions
04/01/2021
The focus of the IRS global high-wealth group
The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.
04/01/2021
Sharon L. Klein Named to Forbes Best-In-State Wealth Advisors 2021
This selection of the top advisors from thousands of candidates across the country was based on factors such as revenue trends, assets under management, client experience, and industry expertise.
03/31/2021
Envestnet | PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients
PMC Broadens Suite of Services for High-Net-Worth Clientele with High-Touch, Customized Portfolio Solutions & Overlay Features
03/31/2021
Forbes names Watt a top woman wealth advisor
Watt offers financial services including retirement and financial planning, estate planning, wealth management, tax planning, business succession planning, and more.
03/30/2021
Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list
Andrea joined UBS Private Wealth Management in 2015.
03/30/2021
Forbes Recognizes Seven Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List
Forbes recognizes the top women advisors in America based on an algorithm of qualitative and quantitative criteria
03/30/2021
Archegos, a family office, brings Nomura and Credit Suisse big losses
More bad news may follow. But the episode already raises disquieting questions
03/30/2021
Western Asset Named Leader in U.S. Institutional Investment Management Service
Western Asset attributes this recognition to the Firm’s distinctive team-based, client-centric approach to investing and service.
03/30/2021
Advisor Group Welcomes Rosenblum Wealth Management
Firm with Locations in New Jersey and Florida Joins Advisor Group through Subsidiary SagePoint Financial
03/30/2021
Are We There Yet? Not Quite by Oppenheimer & Co.
A mixed bag of positive and negative components
03/29/2021
Lombard Odier expands into Brazil with new office in São Paulo
The new office in São Paulo is an important step in the Group’s growth, and reflects Lombard Odier’s objective to have a local market presence to enhance proximity to clients.
03/26/2021
Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List
Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year
03/26/2021
Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
03/26/2021
Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses
Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.
03/25/2021
7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors
All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.
03/25/2021
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients Abroad
Focus absolutely has an international presence and provides advisory and other services to ultra-high-net-worth and family office clients.”
03/23/2021
Short-term downside risks for gold
Finanz und Wirtschaft (20.03.2021) - Gold prices declined in recent weeks to lows of around $1,680 per ounce. The cause was the continued steepening of the US yield curve.