02/22/2023
US Inflation on the Wrong Trajectory
The higher yields in the bond market have attracted some strong inflows into bond funds.
Wealth and Asset Management
02/22/2023
The US Inflation Reduction Act’s potential, and polarising impacts
There have been polarised responses to the US plan.
02/22/2023
Cortina Business Management to Join Focus Partner Firm Gelfand, Rennert & Feldman
This transaction will broaden GR&F's client base and expand its geographic presence in the Northeastern United States.
02/21/2023
Sanctuary Wealth Partner Alluvial Private Wealth Expands With New Office in Cleveland Opportunity Zone
Randy and Kerry Bliss have built a highly successful business by delivering outstanding service and advice to their clients.
02/21/2023
Cambridge Launches Tool that Formalizes Advice Sharing
Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.
02/21/2023
Mariner Wealth Advisors to Acquire Walker Wealth
Firm Specializing in Advising Medical Professionals Will Add $301 Million in AUA
02/20/2023
Rockefeller Global Family Office Welcomes The Jones Connolly Pollock Group, of Winter Park
In addition to The Jones Connolly Pollock Group, this week Rockefeller welcomes Cowles Wealth Partners of Indianapolis, IN to its Midwest Division.
02/17/2023
Private Wealth Systems Recognized as Best Reporting Solution for Family Offices
Private Asset Management Awards Names Private Wealth Systems Best Reporting Solution
02/17/2023
Asset Co swings to annual loss as acquisition costs bite
But reflecting the acquisitions, assets under management totalled GBP2.7 billion, up from GBP113 million in the previous financial year.
02/17/2023
Strategies Wealth Advisors Transitions to Become Innovia Wealth
New brand identity for Michigan's fastest-growing RIA reflects changes in wealth management as well as the firm's commitment to innovation and providing clients with a viable path forward
02/17/2023
Tim Davis of Davis Executive Wealth Management Leads Steward Partners in 2022 Business Growth
Follows recognition as asset growth leader in 2021
02/16/2023
Standard Chartered Wealth Management income declines in 2022
This was attributed to customer sentiment becoming more risk-averse in volatile market conditions leading to lower market conditions.
02/15/2023
Huntington Private Bank wins best firm culture from Private Asset Management Awards
Huntington Private Bank won the culture category for medium- to small-size firms.
02/15/2023
At Goldman Sachs Asset Management, a Fixed-Income Shake-Up Was by Design
Samuel Finkelstein is stepping down as global head and CIO of fixed income and liquidity solutions at GSAM.
02/15/2023
Matthew Brenneke of Alpha Wealth Management is bridging the gap between Wall Street and Main Street
Matthew aims to create a line of communication and trust to best serve his clients.
02/15/2023
Five UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Women Wealth Advisors Best-in-State list
The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
02/14/2023
Six UBS Private Wealth Advisor Teams in the Southeast Market Named to the Forbes Best-In-State Wealth Management Teams List
The six Private Wealth teams were recognized as some of the best wealth Management Teams in Georgia, Tennessee and Louisiana
02/14/2023
The Markets' Head Has Turned
For some months, the bond market preferred to price the Fed funds rate peaking somewhere near 5% and the Fed then cutting the rates through much of the second half of the year.
02/14/2023
Dentons named Best Family Office Service Provider in New Innovations at Private Asset Management awards
Dentons Family Office and High Net Worth (DFO) sector is a global cross-practice group that services clients across six continents and multiple jurisdictions.
02/14/2023
AIG Announces Plans to Form Independent Managing General Agency to Serve High Net Worth and Ultra High Net Worth Markets
Business to be Rebranded as Private Client Select Insurance Services (PCS)