09/08/2020
Northern Trust’s 5-Year Market Forecast Calls for 2.6% Global Growth
Rates and Inflation to Remain Low; Stock Returns in the 3.8-8.2% Range; High Yield and EM Debt Outliers amid Low Bond Returns
Wealth and Asset Management
09/06/2020
Gold's rally may have paused, but the world's biggest wealth manager still thinks a 10% allocation to bullion is 'not a bad move right now'
The rally has slowed down in the last month, raising the question of whether investors should hold so much of it.
09/04/2020
Why Succession Planning in a Pandemic is a Once in a Generation Opportunity toTransfer Wealth
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,
09/03/2020
Executive Wealth Planning for a Changing Economy
Analyze your family’s cash flow by taking a close look at core lifestyle expenses and assessing your current and anticipated future discretionary spending.
09/03/2020
Canada's RBC Turns Heads in U.S. With Wealth Management Recruitment Push
"The U.S. is a great opportunity for the enterprise, given it is 10 to 11 times bigger than the Canadian market," Michael Armstrong, the chief executive of RBC'S U.S. wealth management unit, said in an interview.
09/03/2020
Wealthfront Wants to Be Known as 'Nextgen Banking Service'
Autopilot automates your savings plan so you can remove the stress of manually monitoring accounts and moving money
09/02/2020
NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year
Since opening their doors in 2015, Centurion Wealth Management has rapidly increased their reputation and trust with their clients and community.
09/02/2020
Pictet Plans to Enter the U.S. Market
It also benefited from a lower tax rate and relatively modest provisions.
09/02/2020
Pictet breaks new ground in Shanghai and NYC despite flat profits
AUM dropped to CHF 559bn.
09/02/2020
The 'S' Is Gaining Importance In ESG Investing
The social concerns are manifesting themselves for investors in the way they now view companies’ performance in the pandemic.
09/02/2020
Merrill adds models from eight new asset managers
The eight new asset managers join BlackRock, JP Morgan Asset Management, Franklin Templeton, and Natixis Investment Managers, which launched a combined 40 model portfolios on the Merrill Lynch investment advisory program in October 2019.
09/02/2020
Wealth Enhancement Group : Announces Acquisition of CJM Wealth Management, Continues Strategic Growth by Expanding Footprint in New York Metro Area
CJM Wealth Management is Wealth Enhancement Group's 33rd office nationwide and its fifth office in the Tri-State area. CJM Wealth Management was represented by Park Sutton Advisors.
09/01/2020
$1.2B UBS Team Jumps to Raymond James
Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.
09/01/2020
JPMorgan Signs Private-Banking Agreement With Bradesco
Deal lets the biggest U.S. bank refer wealth clients in Brazil
09/01/2020
Seasons of Advice Wealth Management to Join Focus as a New Partner Firm
Seasons of Advice was founded by Charles Hamowy, Christopher Conigliaro and Matthew Woolf in 2017.
08/28/2020
Hightower invests in $1.7bn RIA Argent Wealth Management
Hightower’s assets under administration and assets under management were around $75.7bn and $56.7bn, respectively, at the end of June 2020.
08/27/2020
BNY Mellon Tells Most Employees to Work Remotely Until January
BNY Mellon’s plan bucks a trend in which many banks have been inviting workers back -- albeit at limited capacities -- with plans to accelerate office reopenings after L
08/27/2020
Wealthy Women More Likely To Drop Advisors For Bad Service
The firm tracked financial advisers’ eyes during meetings and found that both male and female advisers looked at men more than 60% of the time when speaking with heterosexual couples.
08/27/2020
CIBC Wealth Management takes a hit in Q3 2020
Reported net income for CIBC as a whole was $1,172m in Q3 2020, a 16% drop year-on-year and a 199% plummet from the last quarter.
08/26/2020
Taxes and Tantrums: How the US Election Could Impact Investors by Coutts
The potential positives and pitfalls as Trump and Biden go head to head