adminThe firm has been making a number of acquisitions recently, with the latest move marking Savant’s fourth acquisition of 2024. …
Standard Chartered, abrdn Positive On US Equities In 2025
UK-headquartered banking group Standard Chartered and Edinburgh-based investment manager abrdn have just published their 2025 market outlook outlining investment opportunities. …
Keeping Balanced After Big US Equity Gains
This news service caught up with the outsourced CIO business about how it has sought to control risks and adjust …
Bybit Introduces Private Wealth Management Service for High-Net-Worth Clients
Dubai, United Arab Emirates, December 18th, 2024, Chainwire Bybit, the world’s second-largest cryptocurrency exchange by trading volume, is excited to …
Sailor-turned-$300M advisor Jeffery Grange jumps ship to LPL’s Linsco
Advisor moves from D.A. Davidson to expand Linsco in Santa Barbara. LPL Financial’s employee advisor channel has attracted …
Merit Financial Advisors acquires Oregon’s Roth Asset Management
The acquisition marks Merit’s 30th since it received a minority investment from Wealth Partners Capital Group. Credit: Pro.Sto/Shutterstock. Atlanta, Georgia-based …
Rothschild & Co appoints Patrick Eisenring as new CFO for its Swiss Wealth Management business
Christian Bouet, CFO of Rothschild & Co’s Wealth and Asset Management, who has also been CFO of Rothschild & Co …
5 top tips to reflect on your finances at the end of the year: experts
Wealth management, banking and finance concept. Smart banking with technology. D3sign | Moment | Getty Images The end of the …
Perigon Wealth Management Onboards $170 Million Harrigan Group Team
Perigon Wealth Management – a rapidly growing independent wealth management firm with offices across the country and about $8.2 billion …
Cerity Partners Welcomes Fishman Block + Diamond, LLP
The addition of Fishman Block + Diamond will add to Cerity Partners’ existing tax and accounting offerings for high-net worth …