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
11/13/2020
UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
The Goldman Sachs 2020 Partner List
27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.
11/13/2020
Investors often don’t understand the difference between ESG, which highlights three specific pillars (environmental, social and governance) and sustainable stewardship, a more blanket term applied to sustainable investing.
11/13/2020
Total wealth management assets as at September 30, 2020 were $66.1 billion
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.
11/12/2020
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/09/2020
The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.