U.S. has more 401(k) millionaires than ever, report shows
Nearly 399,000 Americans also have a least $1 million in an individual retirement account.
Wealth and Asset Management
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Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List
Three Steward advisors earn place on prestigious list honoring advisors under 40
Wealth managers warn investors of upcoming UK government tax raid
The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’
Evelyn Partners adds 2 funds to Sustainable MPS in rebalance
The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.
Wealth managers go west with acquisition
Glasgow base helps Tweed Wealth Management cover the nation
Interest Business Weighs on Bank Frick's Profit
The balance sheet total stood at 2.5 billion francs at the end of June.
How AI Can Transform Wealth Management Contact Centres
Against this backdrop, managers must reconcile inbound calls and staff rotas to ensure key call centre metrics, such as customer satisfaction targets, Average Handling Times (AHT) and abandonment rates are met.
Lombard Odier reports half-year 2024 results and announces evolution in the Partnership
Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 13 billion at end-June 2024.
Wealth management professionals from Jersey join awards judging panel
Now in their fourteenth year, these awards were established to highlight the excellence of the advisors and managers in the private wealth sector
The affluentisation of wealth management: enhancing the client experience
As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.
M/HQ Ranked Top for Private Wealth Management in Chambers Global 2024 Guide; Yann Mrazek Achieves Band 1 Ranking for 7th Consecutive Year
Clients also praise Yann for being ‘acutely aware of international market trends and the way UAE platforms provide useful solutions for clients.’
Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership
The firms expect the transaction to close in the fourth quarter.