05/20/2020
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Recognition of an exceptional career in Financial Services
Wealth and Asset Management
05/20/2020
Four Strategies That Banks Can Use To Position For Family Offices
Banks may choose to target HNWI, UHNWIs
05/20/2020
Morgan Stanley expanding further into Canada with new wealth management service
The company will hire for jobs in Calgary and Toronto
05/19/2020
Median Total Master Trust Return Negative in Q1 2020
Equity market sell off results in lowest median quarterly return since Q4 2008
05/19/2020
Pacific Funds Added To Oranj Wealth Management Platform
The Pacific Funds lineup includes fixed income, equity and multi-asset strategies designed for income generation.
05/19/2020
MAI Capital Management buys $225m NYC RIA
Acquisition bolsters MAI’s New York City presence and adds robust investment management group
05/17/2020
The Future Of Work Now: Morgan Stanley’s Financial Advisors And The Next Best Offer System
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.
05/15/2020
What it takes to break into the UHNW segment
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
05/14/2020
UBS Private Wealth Advisor David W. Ellis III Named to the 2020 Barron’s Top Advisor List
Honor recognizes an exceptional career in financial services
05/14/2020
A Decade of Wealth: A Review of the Past 10 Years in Wealth and a Look Toward the Decade to Come
Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth individuals
05/13/2020
Foundations of gold by Rathbones
Prices were volatile following a surge in the dollar and speculation that investors were selling their safest investments
05/13/2020
Envestnet partners with Canaccord Genuity Wealth Management
Our partnership with Envestnet puts Canaccord Genuity at the forefront of wealth management in Canada
05/13/2020
Sanctuary Wealth Launches Advisor Solutions Group
Acquisition of Northview Asset Management creates shared resources and expertise to benefit entire network through new Sanctuary Advisor Solutions Group
05/13/2020
Morgan Stanley’s wealth management business handed $5 million fine
MSSB has agreed to pay a $5 million penalty that will be distributed to harmed investors.
05/13/2020
How Far Will Asset Management Pay Fall?
Johnson Associates projects steep declines in asset management compensation, with hedge funds spared from some of the pain.
05/11/2020
How Bill Ackman Sources New Investment Ideas
“As the business has matured, and I really think it’s a credit to the team and the maturity of the business, many ideas are sourced from members of the team,” Ackman said.
05/10/2020
Indosuez Miami turns to China as hedge for LatAm clients
I do believe that there is a strong need to have exposure to Chinese currency
05/10/2020
The COVID-19 Investor Pulse Check Series
What is the impact of the crisis on investors’ expectations for the US economy, stock market, and business leaders?
05/08/2020
Envestnet Reports First Quarter 2020 Financial Results
As we move forward, we are well positioned to help our clients navigate our new landscape.
05/07/2020
CI Financial reports assets under management for April 2020 and announces completion of One Capital Management acquisition
CI's practice is to report preliminary statistics at each month-end. As a result, statistics for prior periods may not match those previously reported.