Madison Capital Group launches Madison Commercial by Released | May 1, 2024 Madison Capital Group has launched Madison Commercial.
Riverside to acquire The Townsend Group, Bluerock forms HNWI platform with Townsend by Andrea Zander | Apr 30, 2024 The Riverside Co. has announced that its affiliate has signed a definitive agreement to acquire The Townsend Group from Aon.
Focus Financial Partners appoints Michael Nathanson as CEO by Released | Apr 30, 2024 Focus Financial Partners has appointed Michael Nathanson to CEO.
KKR’s Henry McVey says insurance CIOs plan to increase allocations to non-traditional assets by Released | Apr 30, 2024 Allocations to non-traditional investments have remained high, even as interest rates have risen significantly.
LPL Financial welcomes Strategic Wealth Partners by Released | Apr 30, 2024 Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
Vontobel strengthens U.S. distribution team with two new hires by Released | Apr 30, 2024 Vontobel has appointed Donald Gentile and Mariana Zubritski-Corovic as national RIA sales and consultant relations manager, respectively.
J.P. Morgan Private Bank releases inaugural report on global family offices by Released | Apr 30, 2024 Family offices are diversifying their investment portfolios, with nearly 80 percent working with external investment advisers. Notably, the average portfolio currently has a 45 percent allocation to alternative assets, targeting an 11 percent return.
Key strategy for advisers to embrace client personalization by Andrea Zander | Apr 30, 2024 Changing client demographics and preferences, along with market uncertainty and new investment opportunities, are creating plenty of opportunities for advisers to create competitive differentiation by creating client personalization.
Aztec Group appoints new head of U.S. markets by Released | Apr 29, 2024 Aztec Group has appointed Scott Kraemer as head of U.S. markets to lead its offering across North America.
JPMorgan Chase & Co. names Andrew Brock new head of South by Andrea Zander | Apr 29, 2024 JPMorgan Chase & Co. has appointed Andrew Brock as the private bank’s region head of the South in a management reorganization, according to LinkedIn.
Edward Mora joins U.S. Bank Private Wealth Management by Andrea Zander | Apr 29, 2024 Edward Mora has joined U.S. Bank Private Wealth Management as Orange County market leader.
CNL Financial Group promotes Muja to national sales director by Released | Apr 29, 2024 CNL Financial Group, a private investment management firm providing alternative investment opportunities for more than 50 years, has announced the promotion of Gzim Muja.
Independent advisers moving capital from public fixed income to private credit by Released | Apr 29, 2024 Crystal Capital Partners has announced the results of its thematic survey of financial advisers on its platform.
Advisers prepared to drive client funds back into the market by Andrea Zander | Apr 29, 2024 Approximately 72 percent of financial advisors intend to transition client funds from cash and short-term products back into the market during the next 12 months, according to a recent FUSE survey of financial advisers.
Insights from RPIA’s Liam O’Sullivan on liquidity trade-off by Andrea Zander | Apr 29, 2024 As more investors demand alternatives and private assets, they may not be considering the liquidity trade-off involved in these products, according to a Wealth Professional article with an interview of Liam O’Sullivan, principal and co-head of client portfolio management at Toronto-based fixed income asset manager RPIA.
