06/22/2021
Hightower's Pamela Rosenau of the Rosenau Group Honored on Barron's 2021 List of Top 100 Women Financial Advisors
She has achieved significant accomplishments for her clients and her practice over the years, and I'm honored to congratulate her on yet another notable accolade.
06/22/2021
Richardson Wealth Selects Envestnet for Portfolio Management Tools and a Unified Managed Account Platform
Envestnet allows us to expand our definition of advice and address our clients’ entire financial lives in an intelligent, connected way.
06/22/2021
J.P. Morgan Asset Management Acquires Campbell Global, a Leading Player in Forest Management and Timberland Investing
Provides direct access to Forestry sector and alignment with UN Sustainable Development Goals and Principles of Responsible Investing
06/22/2021
Deutsche Bank upgrades St James's Place to 'buy'
In February, St James’s Place announced plans to grow new business by 10% per annum, which would give it £200bn in assets under management by 2025.
06/22/2021
Schroders Personal Wealth joins We are Change initiative
As a strategic partner SPW will sponsor places on the scheme, helping to pay for the training, exams and upskilling of those looking to become financial advisers.
06/22/2021
Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth
06/22/2021
The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.
06/22/2021
This represents nearly half of the $10.1 billion the funds held right before the Swiss bank pulled the plug three months ago.
06/22/2021
Blackstone said in a press release Tuesday that Mostert would be responsible for expanding relationships with family offices and other managers of private wealth.
06/22/2021
Compared to last year, Tokyo and Zurich each dropped one spot to fourth and fifth positions, respectively.
06/22/2021
Mixed asset product focuses on three structural trends
06/22/2021
Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.
06/22/2021
Analysts’ forecasts for current year earnings continue to rise, and we are only a few weeks away from the pre-announcement season when we scope for further upgrades.
06/22/2021
Accountants and solicitors have become more reluctant to refer clients.
06/22/2021
STEP believes there is no single ‘right’ approach to family wealth planning.
06/22/2021
Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.
06/22/2021
Focus on growth hinders reform while top talent remains hard to find
06/22/2021
Bank and credit union investment programs increasingly are seeking to outsource compliance and operational tasks while dropping their own BDs and RIAs or cutting them drastically.
06/22/2021
Great Place to Work determined the best companies based on an overall Trust Index score from their Ontario-based employees.
06/22/2021
Financial Independence Group Joins SIMON to Deliver Centralized Digital Platform for Structured Investments and Insurance Products with Powerful Education and Analytical Tools