09/02/2021
UBS Lifts U.S. Ultra-Wealthy Bankers
UBS is promoting several private bankers in its business with U.S. wealthy.
Wealth and Asset Management
09/01/2021
EP Wealth Advisors Acquires Homewood Capital Management
The acquisition expands EP Wealth’s footprint in the Greater San Francisco region and enhances its overall financial planning expertise
09/01/2021
The Top Three Benefits Of Establishing A Family Office
One of the main advantages of having a family office is that you have a dedicated team that analyzes and tracks your investments.
09/01/2021
AllianceBernstein Forms Partnership with LSV Advisors
Prior to LSV, from 2002 to 2005, David Tisch served as a Director at Deutsche Bank, where he helped grow the DB Advisors, LLC platform.
09/01/2021
Pure Financial Advisors Establishes Partnership with Lee Equity Partners
"We started the firm in order to provide family office type services to the mass affluent,"
08/31/2021
Fieldpoint Private Unveils Its New Look
Modern new identity and website signal the firm’s transformation and expansion
08/31/2021
Mariner Wealth Advisors Outfits its Financial Advisors Firmwide with Riskalyze Elite
The firm selected Riskalyze for its state-of-the-art analytics and research capabilities.
08/31/2021
Heritage Financial Honored As One of America's Top Wealth Advisors
The 2021 list includes 250 advisors who collectively manage hundreds of billions of dollars in client assets.
08/31/2021
SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum
08/30/2021
Two UBS Advisors Named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.
08/30/2021
Wealth firms are missing a chance to engage with young investors
New analysis reveals strong interest in financial matters, offering opportunity for advisors
08/27/2021
Richardson Wealth to adopt Fidelity Clearing’s advisor tech platform
The platform will provide custody, clearing and trade settlement services
08/27/2021
Registered investment advisors: How US banks can weigh the M&A potential
Many US banks are investing in their wealth management businesses to generate fee-based revenues and broaden client relationships. Given their often subscale starting points
08/26/2021
Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth
New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses
08/26/2021
StrateFi Wealth Management Launches
The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.
08/26/2021
Bluespring Wealth Partners Acquires $350+ Million Hedeker Wealth
Chicago-based firm brings cultural fit and will enjoy increased operational efficiencies through back-office support, successor identification and training
08/25/2021
SEI Expands ETF Strategy Line-up with New Domestic Offerings
Strategies Support Goals-Based Approach with Greater Investment Flexibility
08/25/2021
Colorado-based Wealth Management Firm, Crestone Capital, Expands to California to Support Growing Client Base
The firm's fourth location will be managed by experienced wealth manager Alyssa Do
08/25/2021
Aucoin Wealth Management’s Move to Independence Underscores Commitment to Clients
“We couldn’t be happier to welcome Troy to our community,”
08/25/2021
Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”