05/22/2017
Regional brokerage Wunderlich sold for $67M
In addition to significantly enhancing our wealth management business.
Wealth and Asset Management
05/19/2017
Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid
Brookfield will pay the market price at the time of acquisition for any Class A Shares purchased.
05/18/2017
Julius Baer eyes minority stake in Argentina's TPCG
The proposed agreement Baer would have the option to buy a bigger stake over time.
05/18/2017
Manulife Asset Management awarded US$2.9 billion in fixed income mandates in 2017's first quarter
The firm's Core Plus team believes that strong relative performance may be generated through bottom-up active management of sector allocation and issue selection
05/16/2017
Old Mutual Asset Management prices share offering
OMAM launched a public offering of 13m shares back in December.
05/16/2017
INVEST Gains Three Bank Wealth Management Offices
The transition of the bank wealth management offices is driven in part by an improved national business environment
05/16/2017
Billionaire Steve Cohen hired 2 investors from the CIA's secretive VC fund for a new Palo Alto office
He has hired two people who invested on behalf of the CIA.
05/15/2017
Canada’s top charities for high-net-worth donors
But how can donors make sure their cash will be spent well and do maximum good?
05/15/2017
A 150-year old Canadian bank is muscling in on Wall Street
Business Insider spoke with Blair Fleming, head of RBC Capital Markets US, about dealmaking and the Canadian bank's US growth plans.
05/11/2017
Merrill Lynch Reveals New Plan For Commission-Based IRAs
The brokerage is rolling out a commission-based retirement account on its advisory platform for investors who do not need ongoing, annual management.
05/11/2017
The Modern Family Office Must Be A Multifamily Affair
We have to get to know these individuals and detach them from the family’s wealth
05/10/2017
Natixis Global Asset Management Canada Announces Changes to Ultra High Net Worth Series and Capital Gains Classes of Funds
The decision to cap these series was made because of the relatively small number of securityholders holding these series.
05/10/2017
Equiom enters US market via Guernsey acquisition
The acquisition of Virtus is a fantastic addition to Equiom
05/10/2017
KKR Finds Ultra High Net Worth Investor Coming of Age
New Survey and Macro Report Highlight Opportunities and Challenges of the High Net Worth Market
05/10/2017
New study from RBC Wealth Management highlights the powerful impact women have on family wealth and its transfer to the next generation
Women also play a critical role in the transfer of wealth and knowledge to the next generation.
05/09/2017
Kushner Family Parades Their White House Son To Sell Visas to Rich Chinese Investors
The report claimed the program had no reliable method to verify the source of the funds of petitioners.
05/09/2017
LPL Financial Welcomes Long Island-Based Firm The Choice Group Wealth Management
LPL was the right partner because we have been able to evolve our offering while continuing to operate as a boutique wealth management firm.
05/09/2017
Fiduciary Trust Opens Office in Arlington, VA
We look forward to building on our presence in this region and becoming part of the vibrant Virginia wealth management community.
05/09/2017
Tideline Deepens Impact Investing Expertise with Strategic Hire
Amy Bell joins impact investing strategy consultancy as Senior Director
05/09/2017
UBS FAs Score First Access to BlackRock Platform
BlackRock and UBS didn’t disclose the financial terms of the deal in the press release.