03/07/2019
Chattanooga's third largest wealth management firm acquires Atlanta firm
Patton Albertson & Miller is a fee-only financial life management firm headquartered in Chattanooga, with additional offices in Atlanta and Macon, Ga.
Wealth and Asset Management
03/07/2019
Gina Bernarduci Recognized By Forbes As a Top Wealth Advisor
The criteria includes interviews, industry experience, community involvement, revenue trends and client retention.
03/07/2019
Newly-installed AMP wealth boss moves to clear management decks
Now he's put all his most senior executives, of which there are up to 10, on notice that they are under review and could lose their positions in the company's most important division.
03/07/2019
Two high-ranking execs to leave wealth management division
The announcement comes a little more than three months after Anthony DeChellis, a former Credit Suisse and UBS wealth management executive, replaced Clayton Deutsch as Boston Private’s CEO.
03/06/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
03/06/2019
Family Offices Hunt for Yield in Second-Tier Property Markets
Property prices jumped to all time fourth-quarter highs in almost two-thirds of U.S. cities, according to the U.S. National Association of Realtors.
03/06/2019
Northern Trust Asset Management and MFG Asset Management Announce Strategic Partnership for Japan
This strategic partnership will provide institutional investors in Japan with exclusive access to Magellan’s global equity strategy, the Magellan Global Plus Strategy.
03/06/2019
Millennial Women Are Letting Men Take Care of the Money
More than nine out of 10 women (91%) said they felt less stressed and were more confident about their financial future (94%), believing they and their partners made fewer mistakes when they were both involved (93%).
03/06/2019
State Street brings ‘Fearless Girl’ to London
US asset manager brings the iconic statue to London to mark International Women’s Day
03/05/2019
Bender Lane Advisory and Hugh Johnson Advisors Agree to Combine Firms
Firm to provide unique range of advisory services, investment capabilities to wealthy families, individuals and non-profits
03/04/2019
Julius Baer buys stake in Mexican wealth manager
NSC Asesores manages client assets of approximately USD 3.5 billion.
03/04/2019
Vogele honored as top Best-In-State Wealth Advisor by Forbes
Vogele has 18 years of experience in the financial services industry.
03/04/2019
BMO Private Bank Asia Honoured For Excellence In Wealth Planning
This is the fourth time BMO Private Bank Asia has been honoured by the global news service and media company.
03/01/2019
Forbes Names Pete Ledebuhr Top Wealth Advisor in Illinois
The criteria include interviews, industry experience, community involvement, revenue trends and client retention*
02/28/2019
UBS Gets Warning, Temporary Nod to Run U.S. Pension Money
The Labor Department didn’t immediately respond to requests for comment.
02/28/2019
Raymond James takes full ownership of San Diego asset management firm
The Tampa Bay area’s fourth-largest public company purchased about 45 percent of the firm in 2012
02/27/2019
How Outsourcing Benefits Wealth Management Firms: Fidelity
In a survey, advisors who outsourced were more likely to report growth in clients and AUM.
02/27/2019
William Blair Continues Its Expansion
We are committed to attracting and retaining the highest quality talent and finding professionals who have built their careers serving clients, and caring for their communities.
02/27/2019
Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine
Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine
02/26/2019
Bank of America rebrands its wealth management unit
The Global Wealth and Investment Management arm of BofA recently reported net income of $1.06bn for the fourth quarter of 2018, a 43% jump compared to $744m in the previous year.