07/31/2020
Hightower Makes Strategic Investment in Private Vista
Private Vista is Hightower's 4th transaction in 2020. Including this transaction, Hightower now has 109 advisory businesses in 33 states.
Wealth and Asset Management
07/31/2020
Campbell Wealth Management Named to 2020 Financial Times 300 Top Registered Investment Advisers
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
07/30/2020
Refinitiv acquires Advisor Software Inc., further expanding its digital capabilities for the Wealth Management industry
Acquisition of Advisor Software Inc. further enhances Refinitiv’s digital assets with digital portfolio analysis and advisory capabilities.
07/30/2020
Higher for longer gold prices
Doing so would require that central banks signal higher tolerance for inflation and an ability to stop interest rates from following it upwards.
07/29/2020
Boston Private Reports Second Quarter 2020 Results
This prudent action reflects our Company's conservative approach to liquidity and capital management as we adjust our dividend policy to reflect our current strategy.
07/29/2020
Goldman Sachs hikes 12-month gold price forecast to $2,300
The surge in gold prices is being driven by a potential shift in the U.S. Fed towards an inflationary bias to account for political tensions and an expectations that coronavirus infections will rise, says Goldman
07/28/2020
BMO Private Banking Named Best Private Bank in Canada for 10th Consecutive Year
"Looking forward, we are focused on delivering best-in-class experiences to our clients and continuing to evolve our products and services to help clients achieve real financial progress."
07/28/2020
Back to the Future by Oppenheimer & Co.
The effects of the Covid -19 resurgence on economic activity will be of key interest to investors this week.
07/28/2020
CIBC Asset Management launches two global equity ETFs Français
This ETF intends to provide investors access to international opportunities that are not readily available in Canada or the United States.
07/28/2020
UBS Advisor Xi Qiao Ranked as the #1 Next-Generation Wealth Advisor by Forbes and SHOOK Research
Recognition of an exceptional career in Financial Services
07/28/2020
Jeff Bezos and Tom Cruise both passed on this US$1 billion Los Angeles mountain ... and then it sold for US$100,000
What happened to ‘The Mountain’? Feds seized the highest peak in Beverly Hills, California, which is at the centre of an alleged fraud case involving former Kuwaiti officials buying real estate, a private jet and a yacht with public money
07/27/2020
The message behind gold's rally: The world economy is in trouble
Analysts have been predicting huge upside for gold for several months
07/27/2020
Mirabaud Asset Management acquires prime US properties for $95m
"We aim to offer our clients in the Middle East alternative geographical locations for real estate investments," stated Mirabaud.
07/24/2020
Silver prices outshine gold to hit seven-year high
The rush to buy precious metals comes as investors search for reliable stores of value due to fears about the global coronavirus recession and the strength of the recovery.
07/24/2020
Gold nears all-time high as growth concerns buoy haven demand
UBS Group AG raised its near-term forecast for gold to reach $2 000 an ounce by the end of September, citing its qualities as a diversifier in a low-rate world.
07/24/2020
Argentina Confronts its Multi-Billion Dollar Offshore Wealth Problem
The government first implemented a beneficial ownership register, which is key to tracking down where citizens and businesses keep their money.
07/24/2020
SFA Partners Adds Four Wealth Management Firms And More Than $200 Million In Combined Client Assets To Platform
Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment Partners and Life Income Affiliate with Privately owned Broker-Dealer and RIA
07/23/2020
BMO Global Asset Management Announces Cash Distributions for Certain BMO Exchange Traded Funds
Unitholders of record of the BMO ETFs at the close of business on July 30th, 2020 will receive cash distributions payable on August 5th, 2020.
07/23/2020
SEI Reports Second-Quarter 2020 Financial Results
We are proud of our global workforce's resilience as they manage the extended period of a remote workplace
07/23/2020
Northern Trust Q2 2020 net income plunges 20%
Wealth management trust, investment and other servicing fees dropped 3% to $395.3bn from $406.1bn, driven by unfavourable lagged markets.