12/09/2018
The evolution of an independent advisory firm
The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.
Wealth and Asset Management
12/09/2018
This Miami-based firm has a $50 million minimum
Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients
12/09/2018
Julius Baer in talks with Santander over Venezuela business: sources
Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.
12/07/2018
Citi Private Bank Issues Outlook 2019
Citi Private Bank releases its key market views and investment themes for 2019 and beyond
12/07/2018
UBS Move Spotlights Wall Street Tug of War
“UBS, for now, has backed away from an unpopular policy with its financial advisers,” the publication writes.
12/06/2018
Wealth Management Firm Launches New Division for Businesses, Nonprofits
The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.
12/06/2018
Family Office Networks Announces Strategic Investment From Canaccord Genuity
This investment will serve to strengthen Canaccord Genuity's distribution channel for new issues and other product offerings within its key verticals in capital markets and wealth management.
12/06/2018
Linda C. Mack and Mack International Shortlisted in Three Categories for the 2019 Family Wealth Report Awards
Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling, Leading Individual Service Provider and Top Women in Weal
12/06/2018
Calamos Wealth Management Expands New York Office
Geoff Sargeant and Mark Rabinovich join from Neuberger Berman; further expansion anticipated
12/06/2018
Janney hires $200M Merrill team to open new branch
The office represents Janney’s fourth branch office in the state and the seventh new location opened by the firm in 2018.
12/06/2018
RBC Wealth Management uses creative approach to recruit women investment advisors
Video series aims to debunk myths about the investment advisor role
12/05/2018
Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients’ Kids
Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.
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
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