06/07/2023
LTX by Broadridge Launches BondGPTSM Powered by OpenAI GPT-4
Generative AI application available to LTX clients immediately will enhance liquidity and price discovery and fuel trading in the $10.3 trillion U.S. corporate bond market
Wealth and Asset Management
06/07/2023
Pershing X unveils wealth management platform
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/07/2023
UBS Financial Advisors in Southern California Named to the Forbes Best-in-State Wealth Advisors
The rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
06/07/2023
Citi CEO commits to China expansion, Beijing says
Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.
06/07/2023
FusionIQ Recognized as Finalist in Two Categories of the Wealth Management 2023 'Wealthies' Industry Awards
FusionIQ's finTAMP delivers the first true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital investment management technology.
06/07/2023
Wells Fargo Launches Sports & Entertainment Program to meet unique wealth management needs
The SE-AWMA designation is the first-of-its-kind professional designation offered by the College for Financial Planning, a Kaplan company.
06/06/2023
Mercer Advisors acquires RMR Wealth Advisors
With about $350m in assets under management, the owners serve over 150 clients alongside a team of advisers and support specialists.
06/06/2023
J.P. Morgan Wealth Plan Recognized as Best Digital Initiative and Best Use of Technology
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Barron’s names Wilde Wealth Management to Top 100 list
Barron’s published its first ranking in 2004.
06/05/2023
Leading law firm for wealth management in Asia Pacific
With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally, Withersworldwide continues to be the world's largest law firm for wealth management.
06/05/2023
J.P. Morgan Private Bank releases Mid-Year Investments Outlook
Global investment strategists warn about "recession obsession" as long-term outlook has brightened despite a well-telegraphed downturn
06/05/2023
Family offices prepare allocation shift as 'inflection point' nears
UBS report show that private equity and private debt are key areas for family offices across the world
06/05/2023
IG Wealth launches new education resource for seniors
Wealth management firm joins with financial literacy non-profit to provide a program for seniors to keep on top of their finances
06/05/2023
Mercer Advisors Acquires RMR Wealth Advisors, LLC
Expanding Mercer Advisors' Central U.S. Presence
06/02/2023
Dakota Wealth Management Acquires Stillwater Investment Management, LLC
Strategic acquisition brings AUM to approximately $3.2 billion
06/02/2023
UBS advisor Matt Odom named to Forbes Best-In-State Wealth Advisors List
Matt has over 20 years of experience providing high-net-worth individuals and families with holistic wealth management advice and solutions that address their short and long-term financial goals.
06/02/2023
LDJ Capital Introduces New Crypto Wealth Management Service for Discerning, Tech-Forward Investors
The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.
06/02/2023
Goldman Sachs to Hire More Advisors for UHNW Unit: Exec
Waldron was speaking specifically about the group of around 1,000 advisors and support staff at its ultra-high net worth Private Wealth business, a spokesperson confirmed.
06/02/2023
Morgan Stanley’s Profit Goal for Wealth Management Division
However, it recently set a goal of $12 billion in pretax profits for its wealth management division in the coming years.
06/01/2023
Scotia Global Asset Management announces risk ratings changes on some of its Funds
There is no change to the investment objective or strategy of the funds associated with their new risk ratings.