02/06/2023
Credit Suisse acquires luxury resort in Florida
The partnership aims to capitalize on the recovery in the US convention hotel market and the strength of the Florida economy.
Wealth and Asset Management
02/03/2023
Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
02/02/2023
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
02/02/2023
The Case For More Expansive Wealth Management
This was not strictly about wealth management. The client was facing an emotional issue and was in an uncertain position where he needed help from someone he could trust.
02/02/2023
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion
02/02/2023
JPMorgan asset management unit makes $500m timber belt acquisition
The wealth manager said its Campbell Global uni will manage the commercial forests in Mississippi, Oklahoma and Arkansas for wood production as well as carbon capture
02/02/2023
UBP teams up with US group for long/short credit strategy
The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.
02/02/2023
Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
02/01/2023
Wealth Professional’s Top 50 Advisors for 2023 revealed
Industry's finest excelled in steering clients' portfolios through economic storms
02/01/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
02/01/2023
10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets.
02/01/2023
Canaccord Genuity Group Inc. Brief : Announcing Agreement To Buy Mercer's Canadian Private Wealth Business
The acquisition is expected to add approximately $1.5 billion to Canaccord Genuity Wealth Management's total client assets.
02/01/2023
259 Ameriprise Financial Advisors Named to the Forbes Best-in-State Wealth Management Teams List
The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.
01/30/2023
Gaining A Competitive Advantage Because Of The Continuing And Expanding Bifurcation Of The Wealth
For advisors, one of the most effective ways to excel is to work with ever-wealthier individuals and families.
01/30/2023
Raymond James Draws $435M Team from UBS
The New Jersey–based group joins Raymond James Financial Services, the firm’s independent advisor channel, according to Raymond James.
01/27/2023
BMO Wealth Management Selects FactSet as Primary Market Data Provider
FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation
01/27/2023
IG Wealth Management Announces Portfolio Management Changes
These changes reflect IG's ongoing commitment to continually enhancing its product shelf and will be described in further detail in an amendment to the prospectus and annual information form of the Funds.
01/26/2023
What could a US recession mean for gold and gold equities?
We look at how gold and gold equities have fared historically during US recessions.
01/26/2023
Charles Schwab snaps up The Family Wealth Alliance
Members of FWA can avail updated research and educational materials along with exclusive events and leader forums, among others.
01/26/2023
New Partnership Integrates Alkymi Automation into Ledgex Platform to Raise Family Office Efficiency and Performance
Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market