12/09/2024
Active ETFs gain ground on more passive benchmark trackers
Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds
Wealth and Asset Management
12/06/2024
Wealth management a key growth target for CIBC as banking group reports earnings
Third big six Canadian bank announces earnings for the fourth quarter
12/06/2024
J.P. Morgan’s data platform to incorporate FactSet analytics
The move helps clients focus on investment insights and alpha generation while leveraging modern data management.
12/06/2024
Choreo unveils tax platform to shift wealth management
New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.
12/06/2024
Concurrent Snags Six New Advisors, $885M in AUM
The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.
12/06/2024
Newcomer RIA Serenus goes bicoastal with New York City office
Prior to Serenus, Mandl most recently served as managing director at Certuity
12/05/2024
Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers
This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.
12/05/2024
Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics
Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients
12/05/2024
New Wealth Firm Launches With Plans to Buy Practices Where Founder Is Looking for an Exit
VestGen says its answer is to acquire a firm and serve as a sort of matchmaker
12/04/2024
Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth
Emerging artificial intelligence tools are simplifying portfolio construction and management and helping accelerate client growth.
12/04/2024
Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award
The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.
12/04/2024
Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth
With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas
12/04/2024
Canada's RBC beats profit estimates on HSBC addition, wealth management strength
RBC also rejigged its leadership earlier this year and made changes to its business segments as the lender positions itself for the next phase of growth while absorbing HSBC's domestic operations.
12/04/2024
Professional mindset key to playing happy family offices
Some family offices may never withstand the pressures of a generational transfer.
12/04/2024
Wealth Management Startups See Funding Rise
Investors are backing their visions as well.
12/04/2024
Kestra Private Wealth Services Adds $427 Million Arc Private Wealth
Ohio-based firm brings over 40 years of experience to the wealth management platform
12/04/2024
Goldman Sachs Wealth Management Competitor Profile 2024
Goldman Sachs is one of the world's leading investment banks.
12/03/2024
Masttro Launches Next-Gen Platform for Wealth Management
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients
12/03/2024
The Power Of Holistic Wealth Management For High-Net-Worth Individuals
Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.
12/03/2024
BlackRock targets private credit growth with $12 bln HPS acquisition
BlackRock CEO Larry Fink has previously outlined private credit to be a "primary growth driver" within alternatives for BlackRock in coming years.