03/13/2025
TAG Associates Wins Award for Best Due Diligence; Shortlisted for Two Others
“We are thankful for this recognition of the hard work and extensive research we do on behalf of our clients,” said David Basner, CEO of TAG.
Wealth and Asset Management
03/13/2025
Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations
Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience
03/12/2025
New Wealth Management Firm, Five Eleven Partners, Launches to Redefine the Family Office Experience
Firm Taps Industry Vets to Serve Select Number of Families
03/12/2025
Alger Named 2025 Asset Manager of the Year by Envestnet
Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024
03/11/2025
Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM
This partnership expands Apella’s presence to Wyomissing, PA, and strengthens its capabilities in financial planning and investment management in the region.
03/11/2025
UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025).
03/11/2025
Americana Partners expands into California with Boulevard Family Wealth
This move marks Americana's first venture outside of Texas, creating a $12bn platform RIA.
03/11/2025
Family Office Execs Launch Affiliation Model for UHNW Advisors
Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.
03/11/2025
Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families
Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.
03/11/2025
Americana Partners Makes a Strategic Acquisition of Boulevard Family Wealth
Texas-Based Powerhouse Expands Footprint Outside of Texas with Los Angeles Wealth Management Firm
03/10/2025
Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
03/10/2025
13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets.
03/10/2025
Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1200 Financial Advisors List
He is also a Barron’s Hall of Fame advisor.
03/07/2025
Working with wealthy women: tips from some of the industry's female trailblazers
As more women control greater wealth, their importance to the industry is clear.
03/07/2025
CI Wealth adopts Conquest’s AI financial planning platform
The partnership equips CI Wealth advisors with tools for personalised financial advice.
03/07/2025
Family offices rattled by market swings and tariffs
But their advisers say they’re not overly concerned with this week’s market moves. None were selling stocks in response or buying on lower prices.
03/06/2025
EP Wealth Advisors acquires The Holben Group in Denver
Holben Group founder Jeffrey Holben and Clinton Demming will join EP Wealth as VP, advisor, and partner.
03/06/2025
Idaho Trust Company Completes Acquisition of Trust and Wealth Management Division of Bank of Idaho
The acquisition deepens Idaho Trust's market share in the trust and wealth management space and complements its specialized services.
03/05/2025
Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports
The wealth division's near-miss was reported to regulators and the company has since set up a tool to help vet large, anomalous payments and transfers, according to the report.
03/05/2025
Liz Miller on leading wealth management’s future
Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.