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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.
CI Financial Sells Stake in U.S. Wealth Unit
By Layan OdehThe financial firm announced plans last year to take this U.S. division public and still intends to do so in the future, its CEO says.
May 05, 2023
What's Next for First Republic Advisors & JPMorgan?Will JPMorgan "roll out the red carpet?" If not, more advisors may leave, Tim Welsh says.
May 03, 2023
Pathstone to Buy $2B Texas RIA Brainard Capital ManagementAustin-based Brainard Capital Management provides advisory services to UHNW clients, with a focus on the tech space.
May 02, 2023
Morgan Stanley Plans 3,000 More Job CutsThe planned cuts come just months after the firm trimmed about 2% of its workforce.
May 01, 2023
What JPMorgan's First Republic Deal Means for Its Wealth UnitFirst Republic's large presence in California stands out as an appealing factor, with 32 branches in San Francisco and 10 in Los Angeles.
May 01, 2023
JPMorgan to Buy First RepublicThe bank will pay the FDIC $10.6 billion and incur $2 billion in related restructuring costs over the next 18 months.
April 28, 2023
Cetera Adds Direct, Custom Indexing to Advisory PlatformThe Manager Program is intended to help advisors address tax management needs.
April 27, 2023
Gundlach Says Unannounced IRS Visit Was a Clerical ErrorThe mistaken visit to DoubleLine's Florida office "does not induce confidence in the system," the firm's CEO said.