08/03/2020
HSBC Bank Canada Second Quarter 2020 Results
Operating income and expected credit losses show impact of COVID-19, customer deposits up significantly
Wealth and Asset Management
08/03/2020
Cary Street Partners 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.
08/03/2020
FBB Capital Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers
Bethesda-based firm with independent investment management and wealth advisory services makes sixth FT 300 list
08/02/2020
Gold/Silver: the early stages of a long-term bull market
Despite the impressive 30% rally for gold and 70% rally in silver from the March lows, the precious metals are likely still in the early stages of a long-cycle bull market.
08/02/2020
Miyashita named to Forbes list of top next-gen wealth advisers
Miyashita is adjunct faculty and an international conference speaker for the Asia Pacific Association for Fiduciary Studies.
07/31/2020
Growing Smart(ly) in a Way That Matters
Pathstone Announces the Addition of Cornerstone
07/31/2020
Gold has ‘no role’ in portfolio of wealthy clients, says Goldman manager
‘Our view is that gold is only appropriate if you have a very strong view that the U.S. dollar is going to be debased. We don’t have that view,’ says Mossavar-Rahmani
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.
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.