05/29/2019
The company is in conversations with over 45 firms and is seeking to have 200 partnerships by year-end, said Vinicius Geromel, a portfolio manager at the firm who is leading the effort.
05/29/2019
Canaccord Genuity makes strategic investment in AI-powered hedge fund
The investment will enable Castle Ridge to expand its distribution channel with Canaccord Genuity Wealth Management, which manages over $60 billion in client assets in Canada, the UK & Europe and Australia.
05/28/2019
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
Acquisition of United Capital part of effort to take on Schwab and Morgan Stanley in $28tn market
05/24/2019
Melinda Gates is funding this Wall Street rebel who is teaching women to invest and stick it to the banks
Sallie Krawcheck held top posts at Citigroup and Merrill Lynch but was pushed out from both.
05/24/2019
David Tepper Sees Path for Family Office
Tepper founded Appaloosa in early 1993, aggressively trading his own personal account in hopes to lure third-party capital.
05/22/2019
The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.
05/21/2019
The Citywealth Magic Circle Awards are based on nominations that illustrate services provided, case studies, in-depth knowledge, and leadership and vision, among other areas.
05/21/2019
Goldman Sachs didn't get quite that specific in its statement on the deal
05/20/2019
To that end, the survey also polled investors on what they consider the essential traits for an advisor.
05/17/2019
Major acquisitions have been rare in the post-crisis world as Wall Street firms focus on avoiding the wrath of regulators and politicians.
05/17/2019
Chicago families with more than $1 billion to invest are pooling their fortunes for bigger investments.
05/16/2019
Current conditions in the capital markets are prompting high-net-worth individuals to fill in gaps left by other funding sources, according to Lonnie Vidaurri of Starpoint Properties.
05/16/2019
Cutting back-office costs has been a focus of UBS and its crosstown rival Credit Suisse Group AG for years.
05/15/2019
The combination of the two firms also promotes continuity of service for Hines Warner and their clients as they join a like-minded organization in Vista.
05/15/2019
The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.
05/15/2019
Breakaways are occurring more frequently as advisers hope to exert greater control and keep a larger share of the revenue
05/14/2019
Breakaway firms have parked $25 billion on Dynasty’s platform
05/14/2019
CIBC Private Wealth Advisors will assume advisor responsibilities for three funds
05/14/2019
All of the advisers had worked at UBS before forming Great Diamond Partners.