10/27/2021
The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.
10/27/2021
Broadridge is a global Fintech leader that delivers a single, consolidated Wealth Platform designed to modernize a financial firm's entire business.
10/27/2021
As their wealth accumulates and their lives becomes more complex, PWMA is there to help them navigate these complexities using its wealth management expertise.
10/26/2021
New suite of IG Climate Action Portfolios provides clients with the opportunity to both support and take advantage of the global transition to net zero emissions
10/26/2021
The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.
10/25/2021
AdvisorPeak's team of experts join Addepar to complement the company's rapid pace of innovation and growth
10/25/2021
Raj Dhanda Named Ares’ Global Head of Wealth Management
10/22/2021
Macquarie Asset Management acquires alternative investment firm
The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.
10/22/2021
State Street disavows claims of asset management sale
"Our overriding goal would be to continue to participate in the business, assuming that we can continue to improve performance.
10/21/2021
Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion
10/21/2021
This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.
10/21/2021
Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more
10/20/2021
CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years
10/20/2021
Scotia GAM had $300 billion (US$243 billion) in assets under management as of the end of July 2021.
10/20/2021
Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones
10/20/2021
Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.
10/19/2021
CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years
10/19/2021
But over time, investors, their money, and their advisors have been inexorably migrating from commission-based brokerages and toward the fee-only RIA model.
10/19/2021
Firm expands platform to include customized solutions to meet the complex needs of high-net-worth investors
10/19/2021
Largest acquisition outside of Minnesota will expand Berger Financial Group's wealth management offerings