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Wealth and Asset Management

10/18/2024

Where can wealth managers find opportunity when assets are in flux?

In other words, one in four wealth management clients around the world expect to move a material slice of their wealth between providers by the end of 2025.

10/17/2024

Citizens Private Bank welcomes team in Boca Raton

A team at Citizens Private Bank is added to the workforce in Boca Raton.

10/17/2024

Danske Bank Implements Broadridge’s Global Proxy Voting Solution to Enhance Investor Services

The implementation extends the trusted strategic relationship between Danske Bank and Broadridge.

10/17/2024

Morgan Stanley Posts Record New Wealth Revenue in Q3

Wealth revenue is up 14% on the year, however, net interest income slightly decreased due to “lower average sweep deposits.”

10/16/2024

UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List

This is Warren's third inclusion on the list.

10/16/2024

Merrill Earnings Highlight Size of New Clients, Not Quantity

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

10/16/2024

Head of Fidelity-Owned Group of 1,700 Family Offices Departs

The US fund giant plans in coming months to announce a new head of the group, whose membership includes more than 1,700 family offices

10/16/2024

Citigroup Inc Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amidst Mixed Performance

The wealth management division saw revenues increase by 9%, with client investment assets growing by 24%.

10/15/2024

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

74% of wealth managers urge an increase in product specialists from asset managers

10/15/2024

Latin America: The New Wealth Battleground

Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

10/15/2024

Apollo Launches Evergreen Secondaries Products for Global Wealth Investors

ASPM offers a differentiated approach to secondaries

10/14/2024

Wealth Management Advisory Market Size and Industry Growth

This report aims to provide a detailed exploration of the Wealth Management Advisory market, offering insights into its growth trajectory, key drivers, challenges, and strategic opportunities.

10/14/2024

RBC Wealth Management receives Financial Planning’s Innovator of the Year Award for technology advancements

The firm’s two awards were for client engagement for its AI-Powered Insights program and marketing for its Campaign Central marketing platform for financial advisors.

10/14/2024

Vontobel co-CEO: 'I'm not overthrown by tough markets'

Vontobel was recently granted a Type 9 license in Hong Kong, and has hired a new intermediaries head for Asia.

10/11/2024

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

10/11/2024

Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List

The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.

10/11/2024

Envestnet accelerates product enhancements and builds out distribution capabilities

More than two-thirds of investable assets are now tied to HNW and UHNW investors.

10/11/2024

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

Of the five, Phoenix based advisor Stockton Schultz also ranked 34th nationally on the Forbes America's Top Next-Gen Wealth Advisors list.

10/11/2024

Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election.

10/11/2024

The convergence of health, wealth and longevity services

The convergence of health, wealth and longevity services

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Focus Wealth Management Announces Four Appointments to its Advisory Board

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06-30-2025

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07-01-2025

Antonia Murga appointed Market Head Latin America

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07-01-2025

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