08/12/2022
JPMorgan backs central America in Latam wealth management drive
The US bank has reorganized its Latam wealth management business to focus on faster growing countries, but home bias remains a tough instinct to overcome.
Wealth and Asset Management
08/12/2022
MAI Adds Ohio-Based Wealth Mgmt Firm
The latest acquisition is Pareto Wealth Management.
08/11/2022
Manulife reports 2Q22 net income
"We delivered solid results, including core earnings of $1.6 billion, despite challenges posed by the macro environment, including the impact of market headwinds in Global WAM and extended COVID-19 restrictions in Asia,"
08/11/2022
J.P. Morgan Completes Acquisition of Global Shares
Companies and employees will benefit from Global Shares' share plan services, as well as J.P. Morgan's comprehensive suite of wealth management, executive financial services and other banking products and services.
08/10/2022
Syracuse, NY based fee-only wealth management firm named top 50 fastest growing firms in the United States
In this study, SmartAsset identifies the fastest-growing firms in the United States.
08/10/2022
No pain, no gain?
What comes next though is more ambiguous, but it’s unlikely to be as simple as good news is bad news, as investors deal with a Fed pivot pushed further into the future and conflicting signals on the US economy.
08/10/2022
RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point
This transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.
08/09/2022
Family Offices Are Increasingly Important Players in Private Markets
Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.
08/09/2022
Sanctuary Wealth Salutes Partners Named to 2022 Forbes Top Next-Generation Wealth Advisors Best-In-State List
Elizabeth Evans and Rory O'Hara rank among elite group chosen from more than 3,500 applicants
08/08/2022
Forbes Recognizes 12 Hightower Advisors on its 2022 Best-In-State List of Top Next-Gen Wealth Advisors
Hightower advisors also appeared on Barron's Top 100 Financial Advisors and Top 1200 Top Advisor Rankings by State lists.
08/08/2022
Market mood lifts as investors look ahead
As markets rally, we continue to focus on data-driven investing.
08/08/2022
The Hyper-Competitive Environment For Wealthy Clients And The Advantage Of A Family Office Practice
Not all professionals want to build and grow a family office practice.
08/05/2022
Canaccord Genuity Group Inc. Reports First Quarter Fiscal 2023 Results
Excluding significant items, quarterly earnings per common share of $0.11 (1) First quarter dividend of $0.085 per common share
08/05/2022
The Mather Group continues acquisition spree with Semita deal
The company was founded in 2015 and it offers investment management and financial planning services to high-net-worth individuals.
08/04/2022
Trying to Keep an Open Mind
The past two weeks have seen a sharp surge in equities with investors taking the view that bad macroeconomic news is good news for markets.
08/04/2022
Forbes Announces Seventh Annual List Of Top Next-Gen Wealth Advisors
This year’s list includes 100 advisors, and its ranking of Best-In-State Next-Gen Advisors.
08/04/2022
Stackwell raises $3.5m to tackle racial wealth gap
Stackwell will use the funds to support the imminent release of its first product, a robo-investing app. that promises to promote accessibility, education and support throughout the investment process.
08/04/2022
Oak Wealth Management Announces Recent Acquisition During Season of Growth
The acquisition comes as part of a large growth strategy for OWM, an investment management and financial planning practice based in Walnut Creek, California.
08/03/2022
Mercer Advisors Acquires Mallard Advisors, LLC
Acquisition of Mallard Advisors, LLC Expands Mercer Advisors' Northeast Presence
08/03/2022
J.P. Morgan Private Bank adds two billion-dollar advisor team to its Chicago business
These new hires are tremendous additions to the team and terrific examples of our commitment to hiring the most client-focused advisors in the industry.