02/03/2025
Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.
02/03/2025
As part of the deal, Credence Family Office will take over Equirus Wealth's Family Office business, and the combined entity will be branded as Equirus-Credence Family Office.
01/31/2025
As a result, private equity continues to attract investors seeking higher returns and diversification.
01/31/2025
Market trends are rapidly evolving under the influence of a range of factors, both macroeconomic and geopolitical.
01/31/2025
The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology
01/31/2025
NMC is building Wealth Solutions team and platform to service the private wealth market
01/31/2025
New submission categories celebrate innovation in AI, data management, estate planning, and more
01/31/2025
Our clients will continue to receive the same high level of personalized service
01/30/2025
Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.
01/30/2025
Firm has raised $8.5 billion for PE fund targeting individuals
01/30/2025
The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year.
01/29/2025
Investment will position New York-based RIA with capital and expertise to expand presence
01/29/2025
That’s a cardinal rule of estate planning at any wealth level.
01/29/2025
In joining Corient, the Geller MFO team and its clients will gain access to new technologies and operational infrastructure.
01/29/2025
Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.
01/28/2025
The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.
01/28/2025
Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.
01/28/2025
Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.
01/28/2025
Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.
01/28/2025
New Jersey-based advisors William Bruen, Jr. and his son Andrew Bruen lead the firm founded by William’s grandfather, James Bruen, in 1922.