11/26/2020
“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”
11/26/2020
Risk tolerance is a key differentiator determining who is willing to buy in the sector.
11/25/2020
CI’s largest U.S. wealth management transaction to date projected to increase U.S. wealth assets to US$21 billion
11/25/2020
Perhaps we succumbed to the pressure of “it’s good enough because we have always done it this way,” or the comfort of sticking with what we know.
11/24/2020
A Foothold in the South and Beacon Pointe's Largest Deal to Date
11/24/2020
UBS advisor Chris Aitken says, to his surprise, clients are asking: “When can I come to a race and watch you?”
11/24/2020
Acquisition of St. Louis-based firm enhances MAI’s service for wealthy families and business owner
11/24/2020
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
The Athletes and Entertainers Strategic Client Segment will work in close collaboration with UBS Financial Advisors, who have long been advising and supporting athletes and entertainers on their financial plans.
11/23/2020
Kingswood secures further US deal
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/20/2020
A virtual event last week brought together ultra-high-net-worth individuals, family office staff/members and investors to discuss commercial real estate trends.
11/20/2020
By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.
11/19/2020
But once that infrastructure is in place, other needs move to the forefront—and no broker/dealer provides everything its advisors need to compete effectively these days.
11/19/2020
U.S. Bank Adopts SEI Wealth Platform
This news was first shared on SEI’s third-quarter 2020 earnings call.
11/19/2020
Each of those four dimensions has been impacted by COVID-19, where there is an almost entire inability for people to work together directly in offices.
11/18/2020
The business has 100 locations with a strong presence in major cities on the East and West Coasts, in Florida and Texas.
11/18/2020
Wealthy clients are increasingly demanding a clear connection between the value they receive from your firm and the advisory fee they're paying.
11/17/2020
Fidelity Rolls Out Comprehensive Wealth Platform for Advisors
The Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
11/17/2020
How transfer agents are pivoting amid new business realities
The changes in the transfer agency go well beyond supporting business as usual, and in many cases, improvements will be felt long after employees have returned to their offices.
11/15/2020
Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients