01/08/2020
Goldman Creates New Consumer & Wealth Sector
Under the new reporting structure, the investment management division has been renamed asset management and will exclude wealth management and most lending revenue.
Wealth and Asset Management
01/08/2020
Opportunities Abound Within The Family Office Space
Family offices can also enjoy a greater level of autonomy and independence when it comes to investment decisions
01/08/2020
The 7 Biggest Threats Facing High Net Worth Families Today
From computer hackers to resentful relatives, more money can mean more problems. The good news: You can do something about it.
01/07/2020
Fiduciary Trust Company International to Acquire Athena Capital Advisors in Merger Deal
Franklin Templeton Subsidiary Extends Presence into New England with $6 Billion U.S. Wealth Manager
01/07/2020
EP Wealth Advisors acquires Guidant Wealth Advisors
Patzke and the entire Guidant team will assume roles at EP Wealth, and look forward to the new partnership.
01/06/2020
Private equity's talent challenge: Keeping it out of the family
Family offices have been poaching private equity talent by tweaking their compensation plans.
01/06/2020
Twenty Four Wealth Management joins LPL
“We encourage clients to run their finances like a business focused on three important cornerstones: their vision, values and goals."
01/06/2020
FourThought Private Wealth Launches as a RIA
Firm Based in Venice, Florida Serving Sarasota County Offers Planning-Centered Investment Approach
01/05/2020
International shortlisted for two prestigious PAM awards
Mack International has been named a finalist for the 2020 Private Asset Management (PAM) Awards for Best Business Consulting Firm for Family Offices and Leading Women’s Advocate in Wealth Management.
12/27/2019
Innovations In The Family Office Model
Two variations of the family office model have recently been gaining traction. One is the multi-single-family office and the other is the virtual family office.
12/26/2019
Canadian Firm to Acquire $1.6B US RIA in Bid to Grow US Business
CI provides financial strength, capabilities in operations and technology, and the experience and expertise developed in operating one of Canada’s largest wealth management firms.
12/26/2019
Wealth Management Market is Projected to Grow Massively in Near Future with Profiling Eminent Players- BlackRock, UBS, Allianz, Vanguard Group
This report also studies the global Wealth Management market structure, growth rate, growth drivers, future trends, market drivers, challenges, barriers, opportunities, sales channels, distributors and competition.
12/23/2019
Mirabaud Asset Management wins large real estate advisory mandate
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/20/2019
Kingswood continues US expansion with second strategic acquisition
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
12/20/2019
Wealth Enhancement Group Builds Presence in Western Pennsylvania with Acquisition
TA Associates-Backed National Wealth Management Firm's Acquisition of Hybrid Advisory Practice with $990 Million in Client Assets is its 15th Purchase in Last Six Years
12/18/2019
RBC Nabs $7.5 Billion LA Wealth Management Team
The team is currently in the process of transitioning existing clients to RBC.
12/17/2019
YieldStreet Enters Retirement Industry with Acquisition of WealthFlex
The acquisition is YieldStreet’s first in the retirement sector as it seeks to disrupt the $27.1 trillion Retirement Market (1)
12/17/2019
TAG Associates Investment Team Nominated for Family Office Due Diligence Award
The team utilizes a seven-step procedure for evaluating investment opportunities, starting with in-depth research of prospective managers, all the way through ongoing review of current investments.
12/13/2019
Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets
The ranking is based on both size and growth in assets.
12/13/2019
The hottest thing in capital markets
Goldman Sachs and others are following some of their better clients into this market