02/13/2024
Macquarie Group 2024 Operational Briefing
The markets-facing businesses’ combined 3Q24 net profit contribution was substantially down on 3Q23.
Wealth and Asset Management
02/13/2024
Why Wealth Management Fees Have Remained Steady and DC Advisory Fees Have Declined
Lessons learned from the wealth management industry.
02/13/2024
Morningstar Wealth Adds SMAs from Asset Managers
Morningstar’s dedication to empowering advisors is core to why we implemented a manager selection process leveraging our renowned manager research team to provide a curated selection of investments available on the Wealth Platform
02/13/2024
Our investment outlook for 2024 CGWM
There have been small pockets of opportunity, but most core asset markets and wealth management indices have lost ground since the start of 2022.
02/12/2024
Brookfield Corporation Reports Strong 2023 Results
Distributable Earnings of $4.8 billion and Net Income of $5.1 billion for the Year
02/12/2024
Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC
The group joins from Morgan Stanley and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. V
02/10/2024
Miracle Mile Advisors Continues Growth Trajectory, Welcoming Two Firms With Combined Client Assets of $600 Million
The new advisors join the firm as partners and are granted Class A shares under Miracle Mile's unique ownership structure
02/09/2024
NewEdge Advisors Welcomes Nesso Wealth of Connecticut
Nesso Wealth provides wealth management services to individuals, families, and business clients.
02/09/2024
Will the Institutional Private Equity Push Leave Investors With Scraps?
These firms are implementing investor protections.
02/09/2024
One Step Ahead Of The Wealth Management Evolution
He is a member of Fiduciary Trust's executive, management and operating committees.
02/08/2024
Forbes Recognizes JKS Financial as a Best-in-State Top Wealth Management Team
The team was ranked 33 on Forbes and SHOOK Research's annual list
02/08/2024
UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list
This is the second consecutive year that the team has been ranked the top advisor team (#1) in Pennsylvania – West by Forbes.
02/08/2024
U.S. Fine Causes Pictet's Profits to Plummet
The reason for this is a fine that the bank had to pay to authorities in the tax dispute with the US.
02/08/2024
Stamford’s NewEdge Wealth opens Atlanta office
NewEdge Wealth now has 10 offices around the country.
02/08/2024
Young Americans’ Wealth Grew 80% Since 2019, But There’s a Catch
They've invested their savings in stocks.
02/07/2024
Blackstone Opens Private Credit Fund to French Retail Investors
Asset manager aims to expand offer to other European countries
02/07/2024
Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list
Four of the teams are based in Phoenix, two are in Tucson, and one is in Scottsdale.
02/07/2024
SEI Attracts Large European and Global Asset Managers with CIT Lineup
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
02/06/2024
Brookfield Announces $10 Billion First Closing for Second Brookfield Global Transition Fund
World’s largest private fund dedicated to investing in the net zero economy
02/06/2024
UBS's fourth-quarter and full-year 2023 results
Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance