10/13/2020
Third Quarter 2020 Results and Key Metrics
Revenues decreased 7% from the prior-year period
Wealth and Asset Management
10/12/2020
Wealth Management Companies You Can Trust, According To Their Clients
The six trust traits are the quality of products and services, commitment to protecting privacy and security, ethical practices and values, fair pricing and fees, customer service, and customer treatment.
10/09/2020
Mercer Global Advisors acquires Covington wealth management firm
Mercer Global Advisors was established in 1985 and has $21 billion in client assets.
10/09/2020
Maintaining Prosperity During Turmoil byJohn Vail, Nikko Asset Management
Investment Insights by our experts and thought leaders
10/09/2020
Mass affluent growth leads progress in scalable solutions
Olsen observes how the technology challenges asset managers face in Singapore and elsewhere are hard to generalise, since they largely depend on the nature of the particular business.
10/09/2020
Wealth Enhancement Group Buys $923M RIA In Upstate New York
The release noted that the firm specializes in helping families, business owners and other professionals protect and grow their assets, solve complex financial challenges and retire with confidence.
10/08/2020
Global Economics Intelligence executive summary
As China returns to near-normal activity, many economies experience an industrial revival led by manufacturing and trade; the public-health crisis remains an impediment to faster growth.
10/08/2020
BNY Mellon Report Assesses the Impact of the COVID-19 Pandemic on Capital Markets
The CMI consists of all of the components that make the flow of money across global financial markets possible.
10/08/2020
Morgan Stanley to Acquire Eaton Vance
The acquisition advances Morgan Stanley’s strategic transformation with three world-class businesses of scale: Institutional Securities, Wealth Management and Investment Management.
10/07/2020
Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment
Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations
10/07/2020
Covid-19 Wealth Impact: The World Ultra Wealth Report 2020
The report also reveals a significant decline in wealth from this population in early 2020 due to the impact of the COVID-19 pandemic.
10/07/2020
LPL Financial and Financial Resources Group Welcome GreenState Wealth Management
The new partnership with Financial Resources Group and LPL Financial will provide GreenState Wealth Management access to thousands of investment products, allowing them to tailor strategies specific to each person's needs.
10/05/2020
What’s the number one priority of the Great Wealth Transfer for millennials?
Other main priorities included purchasing property, increasing investments to make a sustainable impact and committing to good causes.
10/05/2020
Cognitive Decline Can be Financially Devastating: RBC Wealth Management
In fact, 80% of survey respondents reported some level of financial mismanagement by the individual they care for.
10/05/2020
Summitas Wins Private Asset Management's 2020 "Best Document/Content Management Service or Tool" Award
Innovative client portals provide a unique set of tools for secure collaboration
10/05/2020
Pictet Asset Management opens first US office in New York City
Pictet Asset Management plans to expand the New York team to 12 and is actively recruiting.
10/04/2020
How "the most powerful woman on Wall Street" is working to close the gender wealth gap
That gender wealth gap is 32 cents for a man's dollar, and just a single digit number of pennies for Black women.
10/02/2020
Fairway Wealth Management To Join Focus As A New Partner Firm As Focus Further Expands In Ohio And Strengthens Its Presence In The UHNW Wealth Management Space
Fairway will be the second Focus partner firm based in Ohio, further expanding the Focus partnership in the Midwest.
10/02/2020
UBS puts the brakes on new Miami intermediaries office
The Swiss firm announced plans for the new unit back in January.
10/02/2020
JP Morgan Asset Management partners with SAP to enhance Morgan Money Liquidity Platform
The agreement will enable SAP's substantial Treasury Management customer base to directly access Morgan Money, delivering a real-time dashboard to invest, a single access point for operations, and enhanced risk management controls.