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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Pershing X Updates Wealth Management Platform
By John ManganaroThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 05, 2024
5 Services Ultra-Wealthy Clients WantThere are steps advisors can take to move their offerings upscale, Capgemini reports.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
June 04, 2024
BNY Mellon, Pershing Launch Integrated Services at Insite ConferenceThe bundled offering aims to deliver comprehensive investment solutions to advisors, says distribution executive David DiPetrillo.
June 03, 2024
Mercer Launches Private Markets PlatformClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.
June 03, 2024
The Colony Group Adds 5 Connectus Wealth UnitsThe groups making the move have a total of $5.3 billion in AUM.
June 03, 2024
Citizens Bank Adds $1B Ex-First Republic TeamTeam leader Brian Nagle, based in Boston, has been a managing director at JPMorgan since mid-2023.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.