12/06/2019
Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.
12/05/2019
Royal Bank has established ties with 3.2 million Canadians through its apps
12/05/2019
The sources said that despite their large book, the advisors chose not to affiliate with UBS’s private wealth management division for very wealthy clients.
12/05/2019
The York office represents the seventh CWA office with the rest spread across Florida and Pennsylvania.
12/04/2019
Merrill Lynch’s investment research points to smart-money bullishness on electric vehicle adoption, with commercial fleets leading the way
12/03/2019
Wellington Management will serve as a sub-advisor iProfile International Equity Private Pool, with a primary focus on large-cap equities.
12/03/2019
At Gatewood Wealth Solutions, each client family has a professional four-member team dedicated to making sure their plan is on track, efficient and relevant.
11/29/2019
“It’s a historically unprecedented amount that is almost incomprehensibly large.”
11/27/2019
The country’s Big Six lenders are expected to post adjusted earnings growth of 4% for the period, the median of estimates compiled by Bloomberg Intelligence.
11/27/2019
The wealth and asset management sector is undergoing unprecedented levels of change driven by evolving demographics and customer expectations, ongoing technological disruption and globalization.
11/27/2019
CI Financial acquires majority stake in RIA
The transaction is the first step in CI's initiative to build a significant and growing presence in the U.S.
11/26/2019
The acquisition is expected to enhance group revenue growth and be earnings accretive for Euromoney in its current financial year and deliver a ROI above its WACC in the first full financial year.
11/26/2019
The two offices currently house 35 employees, with plans to expand headcount. The offices are led by John Longley, who joined Boston Private as President of Western Region in September of 2019.
11/26/2019
The firm has been cultivating relationships with minority-owned investment management firms and brokers for more than a decade.
11/25/2019
Under the terms of the transaction, all TD Ameritrade shareholders, including TD, would exchange each TD Ameritrade share they own for 1.0837 shares of Schwab
11/22/2019
Atria adds new affiliation option; approaches 2,500 advisors.
11/22/2019
Growth is important to the overall vision of Cypress Wealth Services
11/22/2019
Michael McVicker, who serves as head of business and change management, told employees in the memo that “we are having success across the country with recruits of all sizes from various types of firms.”
11/21/2019
Acquisition furthers wealth management platform expansion strategy
11/21/2019
Financial Advisor IQ quoted Morgan Stanley Wealth Management field management head Vince Lumia as saying that the new comp plan “is focused on rewarding growth that will be achieved by deepening relationships, adding new clients and delivering a sta