News

CIBC retires Atlantic Trust brand, plans new offices and major operations overhaul

CIBC Private Wealth Management is dropping the Atlantic Trust moniker

Max Viscio 2 hours ago

Finra bars principal/CCO for violating settlement terms

Dakota Securities International was also expelled from SRO membership

Peter Rawlings 22 June, 2018

Fiduciary Trust lowers DAF minimums, preps for expanded philanthropic advice access

Fiduciary Trust Charitable is lowering its donor-advised fund account minimum and planning to give clients additional access to advice

Max Viscio 21 June, 2018

Kestra gains $340m ex-UBS group, inks portfolio risk partnership

Northeast Investment Group joins the Kestra platform

Max Viscio 20 June, 2018

People Moves: CFI hires Ringo, Bernstein brings back SF office chief

The comings and goings of the private wealth space

Max Viscio 19 June, 2018

North Carolina family office opens trust company, eyes Tennessee branch

Charlotte, North Carolina-based Colony Family Offices has opened up its own trust company

Max Viscio 18 June, 2018

Merrill to add impact component to robo

The robo-offering can help Merrill grab assets directly from younger generations

Dervedia Thomas 15 June, 2018

Dynasty forms $1bn+ club for mega RIAs

Dynasty has launched a specialized offering for RIAs with over $1bn in AUM

Max Viscio 14 June, 2018

Oppenheimer and Carlyle launch private credit fund, eye international clients

The two firms are launching the first investment offering of their new joint venture.

Max Viscio 13 June, 2018

People Moves: Fiduciary Trust hires Stifel vet as CIO, BNY Mellon boosts Boston office

The comings and goings of the private wealth space.

Max Viscio 12 June, 2018

SunTrust adds $500m team in South Carolina

SunTrust Private Wealth Management has added a four-member wirehouse advisory team to its office in Charleston.

Max Viscio 11 June, 2018

FINRA follows UIT suitability warning with enforcement

FINRA has fined a Virginia-based firm over allegations it engaged in unsuitable short-term trading of unit investment trusts.

Peter Rawlings 11 June, 2018




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