10/05/2022
Merrill Advisor Match Transforms the Way People Find a Financial Advisor
New Digital Tool Makes It Easier than Ever to Match People Seeking Financial Advice to Financial Advisors
Wealth and Asset Management
10/05/2022
Wealth management: how private client advisors are adapting to the digital revolution
In some respects, technology is seen as a panacea – the route to a highly connected world and a platform for delivering solutions more efficiently.
10/05/2022
Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
10/05/2022
Quilter launches initiative to help advisers focus on family wealth
The company has observed that advisers are looking to build out their offering to offer family wealth management services.
10/05/2022
Arbuthnot Banking Group PLC Third Quarter 2022 Trading Update
Accordingly, the Board expects that both reported and underlying profit for the year ending 31 December 2022 will be ahead of market expectations.
10/05/2022
How Raymond James Wants to Help Advisors Up Their HNW Game
To participate in the program, advisors must “have a certain number of clients who [are] high net worth,” which Raymond James defines as having $2.5 million and above of investable net worth
10/05/2022
Raymond James Nabs $1.1 Billion Merrill Team
And a former Merrill Lynch advisor who managed $4.5 billion,quit to open a registered investment advisory firm in San Francisco.
10/05/2022
Lombard Odier and The Enterprise for Society Center (E4S) announce landmark research collaboration to drive the transition towards a circular economy
The Center provides education through its Master Program in Sustainable Management and Technology, supports innovation and entrepreneurship, and produces research papers and policy briefs on topics of societal importance.
10/04/2022
Oak Hill Capital buys Stone Point’s stake in wealth manager Kestra
Following the announcement of the new deal, Kestra has started the process recapitalisation of its alliance with its parents, Oak Hill Capital and Warburg Pincus.
10/04/2022
Credit Suisse's Malaise Runs Deep
Credit Suisse's share price touched new lows at the start of the week on widespread concerns about the bank's viability, prompting credit spreads to widen and its bond prices to fall sharply.
10/04/2022
The cost-of-living crisis scams targeting the most vulnerable
Given the cost-of-living crisis has taken an even firmer hold in the months since this data was gathered, it is likely these numbers have risen further still as new targeted scams appear.
10/04/2022
Tidjane Thiam Juggling Millions
Spacs or blanque cheque companies list on stock exchanges and use their funds to identify private companies which they can acquire and take public.
10/04/2022
A Furrowed Brow and an Eagle Eye
The recent mess in the UK is probably the most significant manifestation of unpredicted trouble so far.
10/04/2022
NAS Invest, Bergos and Sollors & Co. combine know-how in the NBS Alliance
NBS Alliance brings together three independent partners whose respective expertise provides a unique and fully complementary solution for qualified investors.
10/04/2022
Strategic asset allocation is key
This is because strategic asset allocation – the broad mix of fixed income, equities and alternative assets – remains the guidepost for multi-generational investing.
10/04/2022
Kreston Reeves Financial Planning rebrands to Craven Street Wealth
Kreston Reeves Financial Planning was bought by corporate finance company Craven Street Wealth in March 2021.
10/04/2022
Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
Black History Month and the value of Black wealth
The challenges Black and ethnic minority individuals face in today’s society, are different to the historical challenges in which they are rooted.
10/03/2022
The importance of wealth guidance in Black Communities
Wealth is a complicated, multi-faceted concept which can be as elusive as the pot of gold at the end of the rainbow.
10/03/2022
Credit Suisse reassures investors over bank’s financial strength
Executives contacted clients after credit default swaps suggested growing worries over group’s health