04/13/2021
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.
04/13/2021
The deals represented a 10% increase over the 69 record deals in the fourth quarter of 2020
04/13/2021
The 23-year veteran of the Swiss bank now faces the gargantuan task of pulling of a loss of «just» 900 million Swiss francs ($973 million) after a 4.7 billion franc wipeout on Archegos.
04/13/2021
This brings the total cash it has been able to skim from the blow-up in the $10.1 billion line of funds to $5.4 billion, after an earlier payout.
04/13/2021
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.
04/13/2021
The team will join Pictet’s banking branch in Monaco, which opened in February 2020.
04/13/2021
"Advisers are saying to us that they are finding the conversations they are having around sustainability are very positive.
04/13/2021
Wealth management could enjoy a jobs boom in Scotland, with experts predicting national firms are likely to set up regional hubs in the country as part of a post-pandemic recovery strategy.
04/13/2021
Gross flows represented a 29.5 per cent increase on the previous quarter, which stood at £494m as sentiment continued to improve and a 9.8 per cent increase on the first quarter of 2020.
04/13/2021
Both banks work together with the Ticino gold smelter Argor-Heraeus.
04/13/2021
The deVere United Kingdom Mansfield office will remain unchanged, with this addition to the network giving Fidelius a total of six UK offices.
04/12/2021
As part of the transaction, BMO and Columbia Threadneedle will also establish a strategic relationship to offer BMO's North American Wealth Management clients opportunities
04/09/2021
This acquisition optimizes our API-based financial wellness ecosystem, and also helps strengthen our foothold to enable embedded finance, which we see as a key driver of the future of financial services.
04/09/2021
The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.
04/09/2021
Atria Wealth Solutions completes acquisition
Atria broker-dealer assets increase to nearly $95 billion of AUA
04/09/2021
Stefan Gerlach examines how much weight should be attached to breakeven inflation as a measure of expected inflation and whether it provides clean signals.
04/09/2021
It also seems the bank only became fully aware of the conflicts in hindsight.
04/09/2021
The rankings were based on a lifestyle index with up to 20 categories of goods, services and experiences represented as constituents .
04/09/2021
The average age of financial advisors has been rising as fewer graduates opt to go down that route
04/08/2021
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.