05/09/2019
EP Wealth Advisors Acquires Conlon Dart Wealth Management
EP Wealth remains committed to growth in 2019, expanding our resources, capabilities and geographic reach.
Wealth and Asset Management
05/08/2019
Merrill Lifer Managing $250 Million Signs Up with RBC
The bank this year imprinted itself more firmly on its wealth management businesses by re-christening its U.S. Trust private banking unit and relegating the Merrill name to sub-brand status.
05/08/2019
SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone
Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets
05/08/2019
Scotiabank to launch global wealth management business
The new line will be effective Nov. 1
05/08/2019
Cerity Partners expands UHNW footprint
This is the first acquisition for the firm since merging in April with the Blue Prairie Group, an $11 billion retirement and investment consulting firm.
05/07/2019
Bradesco to boost offshore biz with Miami acquisition
Bradesco stated it plans to retain BAC Florida’s personnel and clients and expand its operations.
05/07/2019
UBS: The American Dream
Since February 2018, the U.S.-based brokers at UBS and the Swiss private bankers are sitting in the same boat, having become part of the new super-division dubbed Global Wealth Management.
05/07/2019
SunTrust Opens Private Wealth Management Office in Boston
The Boston team is the latest example of SunTrust Private Wealth Management expanding into new markets.
05/06/2019
$2 Billion Private Wealth Advisory Firm Moves to Alexandria
Verdence Managing Director and Partner Charles S. Holt will lead the new office in Alexandria.
05/06/2019
Baird revenue up 16% in 2018
Operating income up 22%
05/05/2019
The limited choice from Buffett’s buffet
False dawns in Japan have scarred plenty of investors.
05/03/2019
Cresset acquires Cypress Wealth Advisors
“At Cypress, we are committed to helping grow and protect our clients’ wealth so they can live life on their own terms."
05/03/2019
UBS Advisor Frank Coiro Named to Forbes List of America's Best-In-State Wealth Advisors
Recognition of an exceptional career in Financial Services
05/02/2019
Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services
The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.
05/02/2019
GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with FinTech Magnetis in Brazil
GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with the leading local digital financial advisor Magnetis, in which it will acquire a minority stake.
05/02/2019
RIA distribution: 3 things we can expect in 2019 and beyond
The RIA market is facing the same disruption and challenges being felt across the wealth management industry.
05/02/2019
Making the switch from PortfolioCenter to Black Diamond
The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.
05/01/2019
Schroders develops wealth tool for US bank’s global clients
Combines science of behavioural finance and investment education to improve choices for high net worths
05/01/2019
Empowering women is critical for the world’s economy and people
If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.
05/01/2019
Hardly Anyone Is Too Poor to Share
A basic level of social protection is affordable nearly everywhere