02/11/2020
PAM Awards: Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service
Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row
Wealth and Asset Management
02/11/2020
Defining the Future of Wealth Management Study Reveals Challenges and Opportunities for the Profession
“Defining the Future of Wealth Management 2020” Study findings explore knowledge needed by professionals to deliver the highest level of wealth management advice and results.
02/11/2020
BNY Mellon launches sustainable version of real return fund
The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.
02/11/2020
A Tale of Tail Risks
The U.S. economy has been resilient in the face of uncertainty, but risks are growing.
02/11/2020
Forbes Recognizes Top Wealth Advisor
“I am thrilled that our culture of dedication and boutique-level service has been recognized by Forbes.”
02/11/2020
Frontier acquires $180 million Highwater Wealth
The deal provides a second Denver location for the Kansas City, Mo.-based RIA
02/11/2020
UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation
Both join prestigious, international community of business advisors that are members of the Exit Planning Institute
02/11/2020
Millennials started saving earlier than other generations, but they still have less wealth than their parents did at their age
Many of these millennials, according to the survey, have a good chunk of money tucked away.
02/11/2020
Fieldpoint Private Again a Winner at the Private Asset Management Awards
The award marks the firm’s third such win in the last five years.
02/10/2020
JPMorgan Chase Goes Old School to Find Growth
Focusing on brick-and-mortar branches has been a smart move despite the decline of retail banking.
02/07/2020
Tech-Enabled Private Wealth Manager Launches for High Net Worth Investors
Almost all financial advisors charge assets under management (AUM) fees, in which clients pay a percentage of their assets to their advisor every year.
02/07/2020
UBS Advisor Conley Thornhill Named to Forbes Best-in-State Wealth Advisors List
Thornhill, who has over 39 years of experience in the financial services industry, has earned the designation of CFP and CIMA.
02/07/2020
Wealth Management Update February 2020
The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.
02/06/2020
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2020 Results
Excluding significant items, third quarter earnings per common share of $0.23 (1)
02/06/2020
Reshaping wealth management - Five big trends for 2020
Transparency might be seen as an industry reaction to the global financial crisis.
02/06/2020
Private Banking and Wealth Management Survey 2020
UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.
02/06/2020
Wells Lures $3-Mln UBS Advisor in Connecticut
A UBS spokeswoman did not respond to a request for comment.
02/05/2020
BMO Global Asset Management making climate change a priority
BMO GAM has selected a range of specific focus issues for engagement in 2020 in relation to climate change.
02/04/2020
UBS Financial Advisor Named to Both State and National Forbes Lists of Top Wealth Advisors
Recognition as a leader in financial services
01/31/2020
Citi Announces Citi Wealth Builder Digital Investment Platform
Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.