10/02/2017
BNY Mellon Wealth Management’s Scott Pinchak Named One of Central PA’s Forty Under 40
This year marks the program’s 23rd anniversary.
Wealth and Asset Management
10/02/2017
CI Financial completes acquisition of Sentry Investments
The acquisition has been financed with $230 million from the debenture offering and the balance is being paid in CI shares.
10/02/2017
Michael Yoshikami of Destination Wealth Management makes the top 10 Advisors in Barron’s “Top 100 Independent Advisors”
For the 9th consecutive year, Michael Yoshikami has been named on the Barron’s “Top 100 Independent Advisors” US list.
10/02/2017
Deutsche AM Named Best Insurance Asset Manager of the Year
Since 1929, Deutsche AM has taken a comprehensive partnership approach in developing customized investment solutions and programs for insurers.
10/02/2017
Two Charlotte wealth management firms are merging
We have known him for many years and believe this acquisition will allow us to offer top-notch investment management and wealth management services to their clients.
09/29/2017
HNWs Would Use Amazon for Wealth Management
The tech companies have the speed, agility and ability to use data to personalize services while driving transparency better than traditional advisors are able
09/28/2017
BNY Mellon Wealth Management’s Bo Lee Named One of Puget Sound’s Forty Under 40
It's an honor to have been selected for this award and to be included among some of the finest business professionals in the area.
09/28/2017
Trump's Gift To The Wealth Management Industry
A portion of the wealthy will use their tax savings and invest in job-creating businesses.
09/27/2017
RBC’s stab at fixing what’s broken in digital wealth management
Usage of such apps has never surpassed 10%, according to the tech research and advisory firm Celent.
09/26/2017
RBC grabs $1B Morgan Stanley team, opens new office
Located in Miami’s financial district, the new office will focus on high-net-worth clients, says RBC.
09/25/2017
Advisors Develop Charitable-Giving Expertise As A Differentiator
"They may be anxious about whether their money is being wasted or if it's making an impact."
09/24/2017
The Most Powerful Banker in Hollywood
Banker to the stars: Martha Henderson, City National Bank’s entertainment boss
09/21/2017
CAPTRUST Announces Merger of Advisory Firm Davidson & Garrard
Lynchburg, VA-based firm brings more than $700 million in client assets
09/21/2017
Barron's names Signature Family Wealth Advisors to Ranking of Top RIA Firms
Signature was ranked 27th out of the Top 30 RIA Firms.
09/21/2017
Northern Trust exec wins prestigious award
Nominations for the award recipient are put forth by WIP members and ultimately selected by the WIP Board of Directors.
09/20/2017
Merrill Lynch to Accelerate Release of 2018 Comp Plan
The new compensation plan is likely to include a supplemental payout grid tied strictly to the new household metric, said a person who spoke to people briefed on the likely strategy.
09/19/2017
Creative Planning Ranked #1 on Barron's 2017 List of Top RIA Firms
Earlier this year, the New York Times described Creative Planning as being "at the vanguard of a profound shift in finance: the move away from brokers and mutual fund companies peddling products for a fee, and toward firms offering truly independent,
09/18/2017
Mark Schechter is the pawnbroker for the ultra-rich
The owner will also meet his clients anywhere, from Silicon Valley and Hollywood to the tony nabes of Greenwich, Conn., and the Hamptons on Long Island.
09/18/2017
Top Independent Financial Advisors
As soup-to-nuts financial planning comes of age, the biggest independent advisory outfits are growing fast.
09/18/2017
'The Last Cowboy of Wall Street,' Spearheading A Hurricane Irma Relief Effort in Virgin Islands, His Adopted Homeland
In the immediate aftermath of Irma, Bill chartered a jet full of generators, chainsaws and critical need medical supplies.