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
Wealth and Asset Management
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.
10/02/2020
Wealthspire Advisors to Acquire StratWealth
Adds $1.5 billion in assets, three offices in the Mid-Atlantic market
10/01/2020
Offshore spotlight: Uruguay wants to become key hub for world's UHNW
In early June, as many countries around the world were grappling with a potential second wave of coronavirus infections, Uruguay was adopting measures to attract wealthy foreigners to its shores.
09/30/2020
UBS Private Wealth Advisor Michael S. Matthews Named to Forbes/SHOOK Top Wealth Advisors List
Recognition of an exceptional career in the wealth management industry
09/30/2020
UBS Global Real Estate Bubble Index 2020
Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.
09/30/2020
Help Family Office Clients Create an Employee Retention Plan
Keeping the right talent is critical to preserving the stability of the family’s wealth.
09/28/2020
Julius Baer Weighs Opening U.S. Business, Buying LatAm Firms
Sanchez has previously said the bank ranks roughly sixth or seventh among international private banks in the region.
09/25/2020
Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World
Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.
09/24/2020
Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021
Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.
09/24/2020
Franklin Templeton Multi-Asset Solutions Business and Quantitative Manager QS Investors Join Forces
More Than $120 Billion Solutions Business Brings Together Complementary Client Bases, Geographical Footprint and Investment Strengths