09/18/2017
CIBC brand extended across North America
The PrivateBank takes CIBC name following June acquisition
Wealth and Asset Management
09/14/2017
Focus Financial Catches Another Big Fish
Eton’s customized goals-based approach has won the team multi-generational relationships with ultra-high-net-worth clients in over 20 states, Puerto Rico and Canada.
09/14/2017
Cathay Bank Leaves LPL, Returns To Cetera
The wealth management unit of the bank oversees $507 million in client assets.
09/14/2017
Betterment Partners with BlackRock and Goldman Sachs Asset Management
The portfolio invests 100 per cent of assets in U.S. bonds and international bonds issued in U.S. dollars.
09/14/2017
UBS Wealth Management Americas Downtown Los Angeles Branch opens state-of-the-art headquarters
The office is located in a twin skyscraper complex formerly known as the ARCO Plaza Towers and renamed City National Plaza in 2005.
09/14/2017
Cathay Bank Leaves LPL, Returns To Cetera
The bank's retail wealth management program, which began in 2002, today maintains over $507 million in brokerage assets.
09/13/2017
How Should RIAs Offer In-House Trust Services?
RIAs affiliated with larger firms that have in-house trust services may be in a better position.
09/13/2017
AMP partners with US advice business United Capital
As part of its new wealth management operating system, AMP will later this year launch a new goals modelling engine
09/12/2017
Ultra high net worth families are moving towards riskier asset classes as investment performance bounced-back last year
The benefits of this bolder approach are clear.
09/12/2017
TD Asset Management Inc. launches two new funds
The Fund will complement TD's existing suite of dividend solutions and offer investors exposure to top-tier U.S. companies.
09/12/2017
Schmidt Financial Group joins Dynasty Financial Partners
Firm Has Client Assets of More than $300 Million and Demonstrated Strength in Working with Clients in the Technology Space
09/08/2017
HSBC Referring Latin America Private-Banking Clients to UBS
The London-based bank is now focusing on the core countries of Argentina, Brazil, Chile and Mexico in Latin America.
09/07/2017
RBC Launches Women-Focused Initiative
RBC Wealth Management U.S. targets women advisors, SS&C is offering an online fiduciary course, and a rare blue diamond hits the auction block.
09/06/2017
Fiduciary Trust Named Best Wealth Manager by Massachusetts Lawyers Weekly
Readers of Massachusetts Lawyers Weekly selected the independent, client-focused firm as the best for wealth management and financial advice.
09/06/2017
UBS WMA bolsters its public finance roster
Critical to our success will be the talent and expertise of our team members who will be strategically located across our markets to provide coverage and expertise where it makes sense for our advisors and clients.
09/06/2017
Managing Risk and Adding Value for HNW Real Estate Investors
A compelling case is made for investing in secondary and suburban markets, which remain below peak valuation and present protection against a possible market correction.
09/05/2017
Citi to Hire 100 Wealth Advisers Targeting Australian Millionaires
The bank will use its global reach to attract clients looking to invest overseas.
09/05/2017
UBS Agrees to Scoop Up Some HSBC Clients in Latin America
The bank expects up to 40 employees will be offered roles at UBS to serve the clients.
09/05/2017
Impact Shares Adds Seasoned Wealth Manager and Philanthropic Giving Expert as Strategic Advisor
Eric W. Bennett will help Impact Shares launch ESG funds that benefit nonprofits
09/04/2017
UBS Wealth That Foresaw Euro Rally Now Sees a Correction Looming
The euro began the year on a bleak note as analysts were bullish on the dollar given the lofty expectations surrounding then newly elected President Donald Trump’s fiscal reforms.