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Wealth and Asset Management

05/08/2024

How do Canada's cities rank among the world's wealthiest?

New data reveals where the millionaires and billionaires hang out

05/07/2024

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation

Financial Times and PWM Announce Wealth Tech Awards

05/07/2024

Key Private Bank wins 'Best Regional Private Bank' at the 2024 family wealth report awards

The award recognizes industry-leading firms providing best-in-class services and innovative wealth management solutions to clients.

05/03/2024

Macquarie Group announces $A3,522 million full-year profit

Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million

05/03/2024

Mirabaud Bank Targets Expansion in Brazil’s Wealth Management Sector

With plans to triple its managed assets in Brazil within the next two years, the firm is positioning itself to capture the burgeoning wealth management market in the region.

05/03/2024

Mathis Wealth Management Acquires Ventura, California Wealth Management Practice Phoenix Wealth Management firm expands into California.

RH Wealth recognized this need, and the acquisition assured its clients that their best interests will continue to be well-served into the future.

05/03/2024

LPL ‘Reimagining’ Alts Platform: CEO

LPL Financial CEO Dan Arnold says the firm is developing a variety of solutions for advisors to expand their businesses.

05/02/2024

Asset managers focusing on enhancing product quality, accuracy – Northern Trust

A spokesperson for Northern Trust explained that "accuracy" refers to "having the right product for the right client."

05/02/2024

StratiFi and Altruist form strategic alliance

Tech platforms collaborate to enhance wealth managers' practices.

05/02/2024

Sanctuary Wealth acquires Tru Independence

Sanctuary Wealth redefines its RIA channel with their latest purchase.

05/02/2024

JPMorgan Embraces Family Offices, With 'Very Tailored' Advice

The global private banking division has been advising family offices for more than 200 years

05/02/2024

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Avantax continues investing in advisor practices, complementing its suite of succession and buyout options

05/02/2024

Advisors can't expect client loyalty, TCR may be the catalyst to switching

JD Power report warns that fee transparency could fuel attrition

05/02/2024

Wealth Management Firms in Canada at Increased Risk of Losing Younger Affluent Clientele as Fee Transparency Regulation Looms, J.D. Power Finds

The regulation is intended to make the cost of owning investment products more transparent to investors in Canada.

05/01/2024

Stephens Announces New Shreveport Location for Its Private Wealth Management Group

The new office at 7600 Fern Ave, Building 1300, is home to a dedicated team of Stephens financial advisors with deep roots in Louisiana.

05/01/2024

Hedge funds are ‘dead as a doornail,’ says chairman of ultra-rich investors’ club Tiger 21

Tiger 21 members’ allocation to hedge funds dropped to 2% from 12% over the past 16 years, data from the network showed.

05/01/2024

Engaging The Next Generation Of Women In Wealth Management

This is in addition to the $10 trillion in total US household financial assets women already control.

05/01/2024

Asset managers show signs of shift towards investor-centric strategies

The survey conducted by WBR Insights for Northern Trust has revealed evolving priorities within the asset management industry.

04/30/2024

Canadian First Time Home Buyers on the Rise as Record Volume of FHSA Activity Soars According to Broadridge

18 financial institutions currently leveraging Broadridge’s solution to help first time homebuyers achieve the dream of buying a house

04/30/2024

Morgan Stanley Wealth Management net revenues at nearly $7bn in Q1 2024

The wealth management arm of Morgan Stanley recorded net revenues of $6.9bn in Q1 2024, up from $6.55bn year-on-year.

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Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution

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Brookfield to Acquire Remaining Interest in Oaktree

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10-17-2025

StoneX Expands Wealth Management Offering for Latin American Clients

10-20-2025

Generational shift meets AI as family offices future-proof their fortunes

10-20-2025

Berenberg Expands Fund Distribution with Clearstream Partnership

10-20-2025

Northern Trust Expands Asset Recovery with Broadridge Partnership

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New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

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Plus500 Surpasses $1 Billion in US Futures Funds

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