08/10/2023
CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital
CI continues to expand and enhance its services for affluent investors
Wealth and Asset Management
08/10/2023
America's Top Next-Gen Wealth Advisors
This well regarded group currently manages in excess of $457 billion in assets.
08/10/2023
Why wealth deposits remain a sore spot for banks
Bank customers with excess cash are increasingly choosing money-market funds and Treasury bills over traditional wealth accounts.
08/09/2023
Equilibrium Wealth Management Expands Capabilities Through Alliance With John K Consulting, LLC
Equilibrium Wealth Management and John K Consulting, LLC Join Forces to Redefine Retirement Planning
08/08/2023
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients
08/04/2023
Canaccord capital markets revenue slumps but wealth unit is a bright spot
The firm will take a restructuring charge amid challenging times for revenue generation
08/04/2023
Morgan Stanley establishes a presence in Munich
Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.
08/03/2023
Hightower Facilitates Fifth Sub-Acquisition for Fairport Wealth, Adding New Jersey-based Wealth CMT
Fairport Wealth continues expanding by adding $300 million registered investment advisory firm in Cherry Hill, NJ
08/03/2023
Prospera Financial Welcomes Three Wealth Management Firms With A Combined $539 Million In Client Assets
Southwest, East Coast and Mountain West Firms Expand Prospera's National Footprint
08/03/2023
Mercer Advisors Acquires Steward Wealth Management, LLC
The union expands Mercer Advisors' Texas Presence and deepens advisory talent providing tax and estate planning guidance
08/03/2023
Focus Financial Partners Reports Second Quarter 2023 Results
These revenues typically consist of family office type services, tax advice and fixed fees for investment advice, primarily for high and ultra-high net worth clients.
08/02/2023
Quantum Private Wealth expands presence with Tampa office
The new office in the heart of Tampa within the iconic Rivergate Tower will serve as Quantum's headquarters.
08/02/2023
Rothschild Completes Merger with Sentinus
Top RIAs Bring Entrepreneurial, Client-Oriented Approach to Wealth Management
08/02/2023
Mission Wealth Announces Merger with BHJ Wealth Advisors
By joining forces with BHJ Wealth Advisors, Mission Wealth fortifies its ability to provide exceptional client service in Washington
08/01/2023
Mercer Advisors snaps up Private Asset Management
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).
08/01/2023
Prospera Financial Welcomes Three Wealth Management Firms
Southwest, East Coast and Mountain West Firms Expand Prospera's National Footprint
07/31/2023
Sanctuary Signs UBS Father-Son Duo with $600 Million Book
The two had been contemplating a move for several years and met with Sanctuary for the first time two years ago
07/31/2023
Sanctuary Wealth Welcomes Glomb Private Wealth from UBS as the Latest Wirehouse Team to Join the Firm
$600 million Silicon Valley Firm, Founded by the Father-Son Team Chris and Michael Glomb, Look to Expand its Successful Business
07/28/2023
Goldman Sachs Asset Management launches corporate impact and green bond funds
Boost sustainability for fixed income investors
07/27/2023
Pioneer Bancorp : Expands Wealth Management Division, Exceeds $1 Billion in Assets Under Management, With Acquisition of Hudson Financial LLC - Form 8-K
This acquisition further accelerates the rapid growth of Pioneer Wealth Management, with assets under management rising sharply from $30 million in 2015 to now exceed $1 billion.