01/04/2021
Mack International shortlisted–Best Business Consulting Firm for Family Offices
This is the 9th consecutive selection of Mack International on the shortlist in the category of Best Business Consulting Firm for Family Offices.
Wealth and Asset Management
01/04/2021
Canaccord Nabs Top Spot as Canadian IPO Arranger Amid Deal Surge
The firm saw particular strength in technology offerings, which were helped by demand for higher-volatility names from investors seeking to take advantage of the market’s rebound after the onset of the coronavirus pandemic, Chief Executive Officer D
12/31/2020
Scotia Global Asset Management announces final year-end reinvested distributions for Scotia Strategic ETF Portfolios and Scotia Index Tracker ETFs Français
The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.
12/31/2020
Can Raymond James Manage Pricing Pressures?
In the fixed income market, regulatory requirements have resulted in greater price transparency, leading to price competition and decreased trading margins.
12/30/2020
Postponement of Joint Special Meeting of Shareholders of Certain Eaton Vance Closed-End Funds and Notice that Such Special Meeting Will Be A Virtual Meeting
Shareholders will not be able to attend the Meeting in person.
12/30/2020
Top 10 RIA M&A Transactions In 2020
The average AUM acquired per transaction grew to more than $1.8 billion, a 24% increase over last year’s average of $1.5 billion, the highest annual average to date.
12/29/2020
Wells Fargo: Pandemic Brings Heightened Awareness to Need for Planning
Wells Fargo/Gallup survey finds more people developing estate plans, though large percentage remain without a will or estate plan
12/29/2020
Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020
The wealth management firm confirmed that they’ve introduced their Addepar ISI (methodology available here), which uses “portfolio-level” transaction data to assess investor sentiment.
12/29/2020
Global banks generate record $125bn fee haul in 2020
Capital markets businesses boosted by frenzy of share and debt sales during pandemic
12/29/2020
Why Women Have to Embrace a Wealth Mindset to Create Change
Part of it is that most women haven’t been encouraged to embrace the wealth mindset that their male counterparts have grown up believing is their right—but women can change that.
12/29/2020
Taking stock of a remarkable year in asset and wealth management
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
Forbes Wealth Management Awards 2020
Kitces is a well-known commentator on wealth management and publishes the Kitces Report and industry blog Nerd’s Eye View.
12/28/2020
Diversity In Wealth Management Still ‘Awful,’ Advisors Say
While his experience has changed, he says it is likely new or younger advisors who look like him who still have to deal with these same issues, something he recognizes he rarely has to put up with anymore.
12/28/2020
How Gen Z can invest and make money from the dramatic rise of its own generation
So how can you identify and invest in the consumer trends being shaped by Gen Z?
12/28/2020
Here Are The Biggest Billionaire Scandals Of 2020
And, for almost two decades before that, Trump paid nothing in federal taxes due to massive losses racked up by his businesses.
12/28/2020
Taking stock of a remarkable year in asset and wealth management
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
Forbes Wealth Management Awards 2020: Goldman Sachs Invades Main Street
The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.
12/28/2020
Money moves the ultra-rich are planning in 2021, and what we all can learn from them
CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.
12/24/2020
Investors prefer Canadian banks to put record excess capital into M&A over share buybacks
But investors are not enthused about the EPS growth expected to result from a resumption of buybacks, which some investors see as artificial because it results from a smaller share base, not organic growth.
12/23/2020
Seismic and StepStone Group Named Winners in the 2020 Gramercy Institute Asset Management Marketing Awards
Award recognizes StepStone’s expanded adoption of Seismic as its comprehensive content hub