11/10/2023
Northern Trust Named Best Private Bank for Family Offices and Succession Planning
There were several initiatives from Northern Trust which the judges felt worthy of note
Wealth and Asset Management
11/09/2023
Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny
Regulator has sought stronger anti-money laundering controls
11/08/2023
Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
Valley National Bank and FusionIQ collaborate on digital wealth solutions
FusionIQ, a cloud-based wealth management firm, has established a strategic alliance with New Jersey-based Valley Bank.
11/07/2023
Brookfield Asset Management Announces Strong Third Quarter Results
Strong Fundraising with $61 Billion of Capital Raised Year-to-Date; Remain on Track to Achieve Capital Raising Target of Close to $150 Billion
11/07/2023
UBS wants to shed $5B in wealthy clients’ assets
The firm is picking the bits of Credit Suisse it does and does not want.
11/06/2023
Value Partners Fixed Income Investment Outlook
After pausing in June, the Fed raised rates by 25bps in July, and the market priced in odds of another hike by the year-end.
11/06/2023
Why there are still active asset managers
In the decade to June 2023, only a quarter of US-based active strategies survived and beat passive alternates.
11/06/2023
US private equity firm takes control of Titan Wealth
Parthenon Capital has become the majority shareholder in Titan Wealth after making a ‘major’ investment in the business earlier this year.
11/03/2023
Uncertainty over the path of monetary policy looks likely to remain a concern
Equity markets also focused on the more dovish aspects of the meeting, with the S&P 500 climbing 1.1%—marking the strongest three-day rally since March.
11/03/2023
Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron’s Industry Awards
These awards reflect our ability to leverage technology to create innovative solutions in investment advisory for the benefit of our clients and Financial Advisors.
11/02/2023
4 key family office trends to watch this fall
Campden is a "community of families" formed around three decades ago and provides networking and research serving family offices.
11/02/2023
Callan Family Office and Insights Squared Consulting Group Announce Unique Collaboration
The new program builds on Callan Family Office’s commitment to helping families address the personal dimensions of managing substantial wealth.
11/02/2023
Rockefeller Asset Management Launches Fifth Equity UCITS Fund, Expands Small Cap Investment Solutions to Non-U.S. Investors
The Fund promotes environmental and social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation ("SFDR").
11/02/2023
Will Goldman Sachs’s big bet on wealth management work?
David Solomon is counting on the newly merged division to close the bank’s valuation gap — and secure his job
11/02/2023
Marilyn Suey, Founder of The Diamond Group Wealth Advisors Named 2023 Five Star Wealth Manager
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
11/02/2023
$15B RIA Sequoia Launches Family Office
Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.
11/02/2023
Dakota Wealth Management Acquires JMG Wealth Management Group
Strategic acquisition adds second office in Pennsylvania and first in South Carolina; AUM nears $4 billion mark
11/02/2023
McDermott Gall Wealth Management Joins Osaic
Former Raymond James Firm with $215 Million in Client Assets Joins GCG Advisory Partners, One of Osaic's Largest Independent Partners.
11/01/2023
Opportunities in high quality bonds
For selective buyers willing to withstand the year-end volatility, the current environment still provides a good opportunity to lock-in attractive yields on tax-exempt municipal bonds.