08/07/2024
Northern Trust tapped by True Potential for outsourced trading solutions
Northern Trust will provide services across equities, fixed income and exchange traded derivatives, with coverage from multiple trading locations.
Wealth and Asset Management
08/07/2024
Study shows SEC expected to be lenient on digital assets in the year ahead
The research found that 68% of those surveyed expect the SEC to ease regulations, while only 35% foresee stricter controls.
08/07/2024
New solution launched to help clients sell high-asset estates and trust-owned properties
Family offices among intended users of first-of-kind operation.
08/06/2024
Asset managers fret over lost gains as investor cash piles up on sidelines
High-yield savings and caution over market volatility and economic sentiment have left up to $1.5tn out of the market
08/05/2024
CIO Alert: Risk-off mood takes hold
The risk-off mood pushed the S&P 500 1.8% lower.
08/05/2024
Wealth firms must transform strategy to woo family offices
Carrying a family legacy forward can be an onerous responsibility
08/05/2024
Fidelity Introduces New Technology Offerings for Small and Mid-Sized Wealth Management Firms
Bundled solutions designed to help firms establish their technology stacks from the ground up and expand their wealth advisory practices
08/05/2024
First, do nothing
Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”
08/05/2024
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year
08/02/2024
Building sustainable wealth for high net worth clients
Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.
08/02/2024
OneDigital Bolsters Wealth, Retirement Plan Advisement in Western US
The aggregator pens its 18th acquisition in 2024 by bringing on $1.6 billion ASI Wealth Management.
08/01/2024
Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office
The transaction closed July 31, 2024
08/01/2024
AlTi Tiedemann Global announces closing of previously announced strategic investment from Allianz X
This investment is part of the previously announced strategic investment of up to $450 million from Allianz X and Constellation Wealth Capital
08/01/2024
HamptonRock Partners Launches Wealth Management Advisory Practice
David Dodson joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office
07/31/2024
Tech correction provides tactical opportunities
In part, this reversal has been driven by the mixed interpretation of earnings reports from several prominent tech companies over the past week.
07/31/2024
GeoWealth scores $18 million invvestment from
These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve
07/31/2024
Freshwater Wealth responds to influx of wealth transfer referrals
It has been estimated by the Productivity Commission in 2021 that around $3.5 trillion in assets will be transferred in Australia alone by 2050
07/30/2024
Wealth managers must review their ‘red rotations’
Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.
07/30/2024
MBA Wealth Management: Navigating the Intricacies of financial Success
These services can include investment management, financial planning, tax services, retirement planning, and estate planning.
07/30/2024
Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise
McCormick brings with him over $151 million in assets under administration.