12/27/2023
10 stories about DEI in wealth management in 2023
Scroll down to see how the Financial Planning team has covered matters of race, diversity and inclusion in 2023.
Wealth and Asset Management
12/22/2023
Private banking and markets in 2024: what’s the outlook?
Will interest and inflation be a burden to private banking markets in 2024?
12/22/2023
Outgoing Morgan Stanley CEO James Gorman sums up JPMorgan's Jamie Dimon as 'the best bank executive in the world'
His remarks marked a relatively rare instance of one master of the universe on Wall Street acknowledging the accomplishments of another.
12/21/2023
Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors
Wealth Enhancement Group has entered into the Kentucky market and has chosen to acquire Landmark Financial Advisors to gain a foothold in the region.
12/21/2023
Stephen Skokos Named as Top Next-Gen Wealth Advisor for Second Consecutive Year
The award recognizes financial advisors who are under the age of 40.
12/20/2023
How to Invest in 2024: Insights from Wealth Managers and Stock Market Experts
Wealth managers advise clients not to panic about interest rates, inflation and other challenges as 2024 approaches. Instead, here are a few tips.
12/20/2023
Generative AI in asset and wealth management: The art of possible
Generative AI has the potential to reshape investing and change how money managers advise, inform, and engage their clients.
12/19/2023
Swiss private bank Mirabaud aims to double LatAm wealth assets
The group is aiming to hit $8bn in assets under management in Latin America over the next six years.
12/19/2023
ASIC issues infringement notice to Northern Trust Asset Management for greenwashing
ASIC was concerned the information in the PDSs was misleading because the Carbon Emissions Exclusion Screen was not properly applied.
12/19/2023
Wealth Enhancement Group Expands with the Acquisition of Asset Management Resources
As expansion continues in the northeast, this marks Wealth Enhancement Group's 18th acquisition of 2023.
12/19/2023
IG Wealth Management Enhances Diversification Opportunities with Expanded Private Market Exposure in iProfile
Firm announces private equity commitment to Northleaf IG European PE Holdings
12/18/2023
Linda Mack of Mack International shortlisted in 2023 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year
Linda Mack of Mack International shortlisted in 2023 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year
12/18/2023
Shifting Wealth: Embracing the Role of Women
As this money moves, women are increasingly at the helm of house-hold financial decisions
12/15/2023
Osaic Announces Acquisition of Lincoln Wealth
Acquisition continues Osaic's strategic growth with addition of more than 1,450 producing advisors and $108B in AUM
12/14/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
The appointment followed a review by Waverton of its operating model intended to help align its operational structure with plans to expand its product range and investment capabilities.
12/14/2023
Wealth Management Firm Crestone Capital Announces Two New Shareholders
Peterson brings decades of marketing experience to the firm, which she joined more than 11 years ago.
12/13/2023
Lido Advisors Expands Further into New England Market
Partnership with Claybrook Capital represents strong cultural fit and brings additional expertise in planning and executive compensation
12/12/2023
UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale
Seven financial advisors in the region completed advanced training and received industry certifications to support business owners and UHNW investors
12/12/2023
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation
12/11/2023
Harlan Partners Joins Crescent Wealth Management as an Affiliate Partner
This partnership brings an expanded scope of services in the financial and insurance industry, allowing the managing partners of Harlan to offer more sophisticated solutions to their clients.