01/09/2019
"As Atria continues to build and grow within the independent advisor channel, we identified NEXT as a perfect partner in our mission to reinvent the entirety of the independent wealth advisor service model," says Doug Ketterer, CEO and Founding
01/09/2019
Carson says “several” other wirehouse advisors and brokers have committed to coming on board in coming months.
01/08/2019
Tom Haught will continue as President of Sequoia Financial Group and Leon LaBrecque, former Managing Partner and CEO of LJPR Financial Advisors, transitioned to his new role as Chief Growth Officer of Sequoia Financial Group.
01/04/2019
“This acquisition also allows us to further build out our presence in the Silicon Valley augmenting Dragon’s impressive record of servicing highly compensated, young professional clientele.”
01/04/2019
The company will become a part of the bank’s wealth management division, Fulton Financial Advisors which is based in Lancaster when the transaction is finalized.
01/04/2019
Mercer Increases California Concentration
01/03/2019
Nervous, cost-conscious investors aren’t making it easy for fund managers to grow profits
01/03/2019
By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.
01/03/2019
The shifts to lower fees mean asset managers have had to find other ways to maintain margin.
01/03/2019
Citizens Bank Private Wealth Management will be integrated with Clarfeld, which Robert A. Clarfeld will continue to lead as CEO.
01/03/2019
Their research based programs provide girls with life-changing experience and real solutions to the unique issues they face.
01/03/2019
Savvy buyers of advisory firms have learned to scrutinize the story behind the numbers, such as the demography.
01/02/2019
The company also recently announced the opening of an office in Zurich in response to growing demand from European investors.
01/02/2019
The business will now become part of The Colony Group, which itself is a part of Focus.
12/31/2018
ingaporean billionaires fared the best in dollar terms, gaining $2.5 billion
12/27/2018
That dwarfs Trump, whose wealth is estimated by Forbes at $3.1 billion (though Trump has claimed his net worth is higher).
12/27/2018
Bruce Gendelman Insurance Services chairman shares benefits of family office liability cover and commonly overlooked risk management issues.
12/24/2018
“If you look at the demographics of Stifel, we have great coverage in the Northeast and Midwest, and there has been a gap that needed to be filled in the Southeast region. We have been working on that aggressively over the past two years.”
12/20/2018
Wealth Advisor Industry Veteran Nikki Michelini Appointed to Lead Multi-family Office Service in Aspiriant's San Francisco Location, Delivering High-Touch Engagement to Bay Area Clients
12/20/2018
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019.