11/13/2019
APS Wealth Management, which was established by Mike Chwastyk in 1994, had approximately $67 million in assets under management or administration at the time the sale to Fulton was completed.
11/12/2019
The Companies Will Form Leading Multi-Custodial and Multi-Clearing Network of Firms, Supporting Financial Advisors Through Multiple Distinct Brands and Cultures
11/12/2019
The rate paid out to charities from those accounts, meanwhile, fell to 20.9% in 2018 from 22.8% in 2017, the first time in five years that the rate of growth in contributions outpaced that of grants.
11/12/2019
“Everything about Nolan Capital matches what ONP has stood for and built the business on,” says Frank Pikus, ONP Chief Executive Officer.
11/11/2019
Stephens Inc. of Little Rock and its related Stephens Investment Management Group LLC retain the top two spots on the money managers list with $10.9 billion and $4.3 billion under management respectively.
11/08/2019
Looking ahead, powerful models driven by artificial intelligence may be used to predict major events in a client’s life, such as retirement or planning for succession.
11/08/2019
Investment advisers say planning, preparation and patience help get investors through the dips
11/08/2019
The new bank will also utilise Banco do Brasil's exclusive access rights to its corporate clients.
11/07/2019
Another big aspect to this, which Irwin doesn’t really address, is how quickly the American economy would generate new zillionaires whose fortunes would be newly subject to the tax.
11/07/2019
Client assets in the UK & Europe dropped 2% to C$44.2bn from C$45.2bn.
11/06/2019
Evolving technology, cost pressures, and regulatory change are leading factors contributing to a new wave of outsourcing in the front office
11/05/2019
“If we get that kind of profile, then in five to 10 years from now we’ll have a business that could probably make twice as much as we do today,” Naratil tells the newswire.
11/05/2019
Under this new structure, Landmark clients will continue to receive the same investment, wealth management and financial planning services they are accustomed
11/01/2019
Both our asset management and OCIO growth initiatives buttress Silvercrest's value proposition to deliver excellent institutional-quality capabilities to our wealth management families and investors, placing Silvercrest at the forefront of the compet
11/01/2019
We have seen tremendous growth throughout our Wealth Management business.
11/01/2019
"We're grateful to be named to the WealthManagement.com 2019 Thrive list of fastest-growing advisory firms in the nation," said Chris Cook, founder and CEO of Beacon Capital Management.
10/31/2019
TA Associates-Backed Wealth Management Firm's Acquisition of Independent Advisory Business with $1.4 Billion in Client Assets is its 14th in the Last Six Years
10/31/2019
Independent Wealth Management Firm Parcion Private Wealth Launches to Service High-Net-Worth Business Owners
10/31/2019
UBS and Credit Suisse both said they’re hunting for more additions as demand surges for financial advice and new types of investments in the South American nation.
10/31/2019
Although HighTower’s deals this year have all been for firms with at least $1 billion in assets, the company likely will engage in smaller transactions going forward, Oros tells InvestmentNews.