• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


Wealth and Asset Management

06/24/2020

Gold nears eight-year high as second coronavirus wave fears grow

"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.

06/23/2020

A Look into the Giving of Ultra-Hihg-Net-Worth Individuals

Milken Institute report examines ultra-high net-worth philanthropy, offers recommendations to spur giving.

06/23/2020

In The Digital Age, A Wealth Manager's Best Sales Tool Is Being Human

The winners of tomorrow – the wealth advisors who succeed in building highly successful bionic sales and distribution functions – will not be those who stumble serendipitously on some goldilocks recipe of human and machine.

06/23/2020

Credit Suisse agrees deal to buy into Brazilian digital broker modalmais

Credit Suisse has agreed a deal with digital broker modalmais that could see it buy a stake of up to 35% in the Brazilian company, the Swiss bank said in a statement on Tuesday. Modalmais has nearly 1 million clients, to whom Credit Suisse expects to sel

06/22/2020

Ellison Kibler & Associates Makes Premiere On Prestigious Barron's Private Wealth Management Teams List

The annual ranking from financial news leader Barron's is an exclusive list of highly esteemed firms that specialize in serving individuals and families across the country.

06/19/2020

Goldman Sachs raises 12-month gold price forecast to $2,000

Goldman has also raised the three-month and six-month price forecasts to $1,800 and $1,900, respectively, from the previous projection of $$1,600 and $1,650.

06/19/2020

The Wealth Management Industry May Need to Reevaluate Business Models

Globally, personal financial wealth has nearly tripled over the past two decades, rising from US$80 trillion in 1999 to US$226 trillion at the end of 2019.

06/18/2020

Transferring wealth: Establishing trusts for multigenerational succession planning

Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.

06/17/2020

Midwest Financial Partners goes independent and launches RIA Octavia

The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.

06/17/2020

WealthManagement.com Industry Awards Finalists Announced

The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.

06/17/2020

Hometown Team: Dynasty Financial Partners Launches New Advisory Firm, Cyndeo Wealth Partners, in St. Petersburg, Florida

Prior to launching Cyndeo Wealth Partners, Mr. Kilgroe worked at UBS.

06/16/2020

Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards

Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.

06/16/2020

LPL Financial Welcomes Summit Street Wealth Management at Bank Five Nine

The program served approximately $200 million in brokerage, advisory and retirement plan assets*. It was previously affiliated with MML Investors Services (Mass Mutual).

06/15/2020

BNY Mellon Investment Management Launches BNY Mellon Investor Solutions

BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.

06/11/2020

UBS Sees 11-Fold Surge in Net New Money From Latin America

Itau Unibanco Holding SA has adopted a similar strategy, with its volume in stand-by letters of credit to rich clients more than doubling from a year ago.

06/10/2020

Morgan Stanley eyeing deals to get bigger in asset management

In wealth management, Morgan Stanley still expects to complete its acquisition of E*Trade Financial Corp. by the end of the year

06/10/2020

Act Analytics and Black Diamond Announce ESG Technology Integration Share Article

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

06/09/2020

Younger generations look to shelter wealth abroad as the economic impacts of COVID-19 hit

For example, 16.1% of millennials have an offshore account, compared to only 3.6% of baby boomers.

06/09/2020

‘LatAm is a pretty rich pool’: Vontobel's Zhang lists top discounted stocks

The company, however, envisions a recovery throughout the rest of the year

06/09/2020

Two UBS Advisor's Named to Forbes/SHOOK List of Top Women Wealth Advisors

The ranking is based on an algorithm of qualitative data

  • 1
  • 2
  • 3
  • …
  • 199
  • 200
  • 201
  • 202
  • 203
  • 204
  • 205
  • 206
  • 207
  • 208
  • 209
  • …
  • 470
  • 471
  • 472

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Northern Trust Names New Ohio Market President

09-09-2025

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice

09-10-2025

Fieldpoint Private Trust Appoints Brian Donovan as President, Family Office

09-10-2025

Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI

09-10-2025

WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards

09-09-2025

Chris Prudhomme, J.P. Morgan Private Bank

09-10-2025

Broadridge Acquires Retirement Plan Technology Provider iJoin

09-09-2025

Citadel Credit Union Taps Veteran Technologist Eric Skinner as New CIO

09-10-2025

2024 RBC and Campden Wealth Report: Wealth transfer acceleration ramps up for North American family offices

09-16-2025

BBVA Global Wealth Advisors Adds Gastón Guerrero Betanzos as Financial Advisor in San Diego

09-16-2025

LinePoint Partners Onboards Family Office Veteran Dan Cole As CFO & Head of Advanced Wealth Planning

09-16-2025

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

09-16-2025

Northern Trust Appoints Global Head of Product Management for Asset Servicing

09-16-2025

Mentenova and SEI Partner for Global Equity Investments

09-16-2025

Waverly Advisors Acquires Brass Tax Wealth Management

09-16-2025

TD Bank hires HSBC exec Taylan Turan as new COO

09-16-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS