10/09/2018
The app now also lets clients log in using biometric authentication, such as fingerprints and facial identification, according to the press release.
10/05/2018
The firm, founded in 2011, has grown organically already by 52%, according to the press release.
10/05/2018
Atria Wealth Solutions closes acquisition
Atria will acquire 100% of Cadaret, Grant and 100% of Cadaret, Grant’s sister companies, Cadaret Grant Agency Inc. and Capital Strategy Group Ltd.
10/03/2018
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
When family wealth is passed on without the values and wisdom to properly steward it, it can be deeply destructive for everyone involved.
10/03/2018
Front Office Solutions will combine Parilux’s software with a proprietary and newly designed cloud-based web and mobile interface.
10/02/2018
As wealth is created at a faster pace than ever before, developing tailored strategies to efficiently invest and preserve it has become increasingly complex
10/02/2018
Nicola Wealth diversifies its offerings to include farmland, global infrastructure and other real assets
10/02/2018
The firm serves a variety of accomplished financial advisors allowing them to focus on their clients and grow their businesses.
10/02/2018
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
The group is said to be led by David Wassong, Ravi Yadav
10/02/2018
Five deals in five months lift fledgling hybrid RIA to $5.5 billion
09/28/2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
09/28/2018
To build client relationships with HNW auto enthusiasts, wealth managers are not required to know current market values of specific marques
09/27/2018
It will be managed by Pictet Asset Management’s Hans Peter Portner who heads the firm’s thematic equities team and Gertjan Van Der Geer, who is a senior investment manager on the thematic equities team.
09/26/2018
Randall Yuen will shut down Jafra Capital Management’s long-short funds at the end of this month after just two years.
09/26/2018
Fiduciary Trust's trust and estate professionals fulfill trustee and executor responsibilities that multiple generations of high-net-worth families can rely upon.
09/26/2018
Franck Cushner CFP® will oversee operations in the New York market in his role as Director for Titleist Asset Management.
09/26/2018
The Barron’s rankings serve as an industry scorecard for wealth management professionals and a resource for individual investors seeking financial guidance and wealth management.