04/06/2018
Diversified financial services firm partners with W Source to advance women in finance
The partnership will aim to support female financial advisors’ businesses through business network referrals and help drive the advancement of women within the industry.
04/06/2018
Criteria currently has 18 advisors and is increasingly investing in its open architecture platform, said Reekstin.
04/06/2018
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
04/06/2018
Under the new arrangement, which was effective from 1 April 2018, the team will work with OMGI, continuing to develop and support the business’s position in the market.
04/06/2018
This new office will complement our existing offices in North America and further strengthen the experience and expertise we can provide to our clients in this critical region.
04/04/2018
"Hiring a company whose leader is still an Investment Advisor is what is important to us", says Shaun Hauser, President and COO of Wellington- Altus Private Wealth.
04/03/2018
The team will benefit from the extensive resources available across our organization and our strong culture of entrepreneurialism and independence, which supports investment advisors as they deliver the value proposition that best suits their clients.
04/03/2018
Thomas has been a manager of the fund since December 2009 and Zvingelis has been on the fund since 2015.
04/02/2018
Crucial tips for women’s wealth management from leading financial planners.
04/02/2018
The Swiss bank announced in January that it would merge UBS Wealth Management Americas with its global wealth management operation into one new unit, UBS Global Wealth Management, which would have $2.3 trillion in assets under management.
03/30/2018
TorchStone is the Back-to-Back Winner of the PAM Award for the Best Security Solution
03/29/2018
Russ Runck, which has been a financial advisory practice of Ameriprise since 1999, is among the 15 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.
03/28/2018
Noel has 15 years of financial services experience.
03/28/2018
Firm sets 10% target, increases use of minority brokerages
03/28/2018
Austin-based RIA to Join Brown Advisory
The transaction is subject to customary closing conditions, including certain client consents with respect to Meritage's funds.
03/28/2018
Firm remains largest private wealth manager in Northern New England
03/27/2018
The awards dinner was held at the Mandarin Oriental, New York and was an evening dedicated to showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.
03/27/2018
Many of the world’s highest-net worth (HNW) families employ an entire office full of accountants, lawyers, and investment professionals to manage their assets.
03/27/2018
The new offering announced Tuesday includes investments that are targeted at having a positive social and economic impact through advancing women.
03/26/2018
The deal, first announced in October last year, takes IBERIABANK’s total assets to around $29.5bn.