12/05/2018
The anatomy of a top-performing wealth management firm
How the fastest growing and most successful firms are leveraging technology to drive bottom line results
Wealth and Asset Management
12/05/2018
IG Wealth Management partners with PIMCO
PIMCO will bring this extensive experience – which it has built upon since its launch in 1971 – to the iProfile Fixed Income Pool, investing primarily in a diversified selection of global government and corporate debt securities.
12/05/2018
Mercer acquires Pavilion’s alternatives consulting and wealth management operations
Deal expected to give consultants and clients access to broader, deeper global research and specialist resources
12/05/2018
Truman Wealth Advisors joins Equita platform
Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.
12/04/2018
Northern Trust Expands Newly Launched Alts Platform to Include Private Markets
Northern Trust is committed to delivering quality alternative investment opportunities for our clients in the most efficient and secure manner available.
12/04/2018
Top private client expert joins Alliant Amid Private Client Growth Strategy
Private client expert to provide personal insurance and risk consulting services to a growing portfolio of high-net-worth clients throughout the Southeast
12/04/2018
LPL Cuts Small Market Platform Fee Amid Competition for Talent
By cutting the fee for its small-plan investment outsourcing solution to 10 basis points, the firm says it will better position its advisers to grow their practices by serving untapped retirement plan markets.
12/04/2018
Woodbrook Group acquires US firm and eyes Nasdaq listing
Advisory firm confirms reverse IPO merger plans
12/03/2018
Akram & Associates continues to focus on emerging managers and US family offices
Pass-through entity owners can pay up to an effective tax rate up to 37 per cent on income.
12/03/2018
TD launches Specialized Wealth Management and Business Banking Service for Health Care Professionals
New portfolio of services expands on the bank's expertise in serving the financial needs of Health Care Practitioners
11/30/2018
U.S. Trust's Evan Beard Reveals How to be a Top Collector
Trust survey, more collectors are making art part of their wealth management strategy, and this newfound clout may be one reason why.
11/30/2018
Kestra CEO James Poer wants to set the record straight on private equity
The 2016 bankruptcy case of RCS Capital, the firm which had bought Cetera from a past PE backer, does stand as a cautionary tale, he says.
11/29/2018
Wealth manager to bolster US footprint
The opening of the Florida office will increase Glenmede’s branch network to eight.
11/29/2018
Wealth manager to bolster US footprint
Glenmede currently works with a strong network of local Florida-based intermediaries and industry professionals.
11/28/2018
Bigger is better in wealth management. Except when it’s not
Consider recent deals by two banks.
11/28/2018
Santander in talks to acquire part of Julius Baer’s LatAm book
Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.
11/28/2018
TMF Group to buy FiduPerú, in deal aimed at expanding LATAM capital markets
TMF Group, a leading provider of high value business services to clients operating and investing globally, is to buy FiduPerú S.A., a Peruvian trust and fiduciary services specialist.
11/27/2018
When investing turns into wealth management
The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.
11/27/2018
Northern Capital Management Joins Kovitz Investment Group
The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.
11/27/2018
RBC ups efforts to recruit women as advisors
The wealth management industry has attempted to attract more women as well as minorities into the profession, which has long been dominated by white men.