10/10/2018
UBS Advisor Roger Vierra Named to The Financial Times 401 Top Retirement Advisors
The Swett Wealth Management Group is proud and honored to have a partnership with Roger and his team
Wealth and Asset Management
10/10/2018
SSGA tells big business to standardise ESG data
To help advance a dialogue about ESG, State Street’s CAR team developed an online values discovery questionnaire intended to measure an individual investor’s level of interest
10/10/2018
EP Wealth Advisors Acquires Rampart Wealth Advisors
Acquisition of $118M AUM wealth management firm expands EP Wealth’s presence in Denver
10/09/2018
Three Critical Mistakes Many Of The Super-Rich Make In Establishing Single-Family Offices
The growth is a likely function of the rise in the ranks of the super-rich (net worth = $500 million or more).
10/09/2018
Jeffrey Fratarcangeli Recognized By Forbes And Barron's Among Top Financial Advisors In U.S.
Fratarcangeli also has been included in Barron's list of top financial advisors five times, and in 2017, Fratarcangeli was named among Financial Times' Top 400 Advisors3.
10/09/2018
Bank of America and Merrill Lynch Move Closer to Banking-Wealth Management Synergy for Clients
The app now also lets clients log in using biometric authentication, such as fingerprints and facial identification, according to the press release.
10/05/2018
Merger creates $2.8 Billion advice firm
The firm, founded in 2011, has grown organically already by 52%, according to the press release.
10/05/2018
Atria Wealth Solutions closes acquisition
Atria will acquire 100% of Cadaret, Grant and 100% of Cadaret, Grant’s sister companies, Cadaret Grant Agency Inc. and Capital Strategy Group Ltd.
10/03/2018
Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
Kore Alliance Announces Kore Venture Program to Prepare Next Generation of Ultra-High Net Worth Inheritors
When family wealth is passed on without the values and wisdom to properly steward it, it can be deeply destructive for everyone involved.
10/03/2018
Northern Trust Partners with Parilux
Front Office Solutions will combine Parilux’s software with a proprietary and newly designed cloud-based web and mobile interface.
10/02/2018
TwinFocus Opens London Office to Expand Opportunities for Global Ultra-High-Net-Worth Professional Investors and their Families
As wealth is created at a faster pace than ever before, developing tailored strategies to efficiently invest and preserve it has become increasingly complex
10/02/2018
Nicola Wealth Management Launches Infrastructure and Renewable Resource Fund
Nicola Wealth diversifies its offerings to include farmland, global infrastructure and other real assets
10/02/2018
Correct Capital Wealth Management joins tru Independence Platform
The firm serves a variety of accomplished financial advisors allowing them to focus on their clients and grow their businesses.
10/02/2018
US Multifamily office opens London office
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
Soros Spins Out Private Equity Team, Pledging Up to $2 Billion
The group is said to be led by David Wassong, Ravi Yadav
10/02/2018
Sanctuary Wealth Partners rolls out red carpet for breakaway brokers
Five deals in five months lift fledgling hybrid RIA to $5.5 billion
09/28/2018
UBS Private Wealth Advisor John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
JPMorgan Chase to Add 35 Branches in Florida in Next Three Years
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
09/28/2018
Exotic and Vintage Cars: A Passion That Can Build HNW Client Relationships
To build client relationships with HNW auto enthusiasts, wealth managers are not required to know current market values of specific marques