Wealth Management
Into Alts, Out of Cash
The strong equity returns in 2023 coupled with historically high valuations in the S&P 500 toda...Read more
Stratos Wealth Recruits $700M California Team
Stratos Wealth Partners, a subsidiary of Stratos Wealth Holdings, has recruited Redwood City, CA-ba...Read more
Wintrust Transitioning $16B to LPL’s Institutional Platform
LPL Financial Holdings Inc. and regional bank Wintrust Financial Corporation, a financial holding c...Read more
Wealth Management and Big Data
Today, we are witnessing substantial shifts in how financial services information is vetted and del...Read more
Perigon Acquires $425M PA Advisory Group
Perigon Wealth Management LLC, a rapidly growing independent registered investment advisory firm th...Read more
UBS Private Wealth Lures $2B Merrill Lifers
UBS Private Wealth Management announced that Paramus, NJ–based Foley, DeLuise & Associates, w...Read more
iCapital Launches Portfolio Construction Tool
iCapital, a global fintech firm, has introduced a new portfolio construction tool for its 350,000 a...Read more
Nominate the Year’s Top Next Gen Wealth Managers
The next generation of advisors is transforming the wealth management landscape for the better with...Read more
The Rise of SMAs
A separately managed account (SMA) is precisely what it sounds like: a portfolio of securities that...Read more