News

Bernstein builds Boston base

Bernstein has named William Bijesse as a vice president and family office specialist at the firm’s Boston office

Max Viscio 13 December, 2017

Oregon RIA lures ex-UBS team with tech, research

Oregon-based registered investment adviser TRUE Private Wealth Advisors is adding a ex-UBS trio to its ranks.

Max Viscio 11 December, 2017

Advisor Group taps LPL Financial vet to focus on digitalization

Advisor Group has appointed two new executives for its digital strategy and product development divisions

Danielle Kane 27 November, 2017

Deutsche AM unveils muni SMA

Deutsche launched a SMA version of the $5bn Deutsche Managed Municipal Bond Fund

Noah Zuss 27 November, 2017

Pershing adds donor advised fund provider

BNY Mellon’s Pershing has added Renaissance Philanthropic Solutions Group’s donor advised fund service to its platform

Max Viscio 27 November, 2017

RMB buys Milwaukee RIA

Chicago-based registered investment adviser RMB Capital is buying Jacobus Wealth Management.

Max Viscio 16 November, 2017

People Moves: CIBC Atlantic expands Dallas office, TIAA vet joins Snowden Lane

The comings and goings of the private wealth space

Max Viscio 15 November, 2017

$4bn multi-family office joins Dynasty

Geller Family Office Services has joined Dynasty Financial Partner’s adviser network

Max Viscio 13 November, 2017

Tampa RIA buys $1.8bn ESG consultant

Tampa-based Bayshore Capital Advisors is buy ESG shop Coopersmith-Wethern

Max Viscio 9 November, 2017

Wells Fargo rolls out robo-adviser

It features online investment profiling and access to financial advisers

Yun Li 9 November, 2017

Ex-Lehman CEO rebrands, expands advisory firm

Former Lehman Brothers CEO Dick Fuld’s Matrix Wealth Partners is rebranding itself amid a major expansion in operations

Max Viscio 8 November, 2017

Peoples moves: BNY adds GenSpring vet, Crestone names new president

The comings and goings of the private wealth space

Max Viscio 6 November, 2017




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