Tag : wealth management

Taxation, Financial Planning & Corporate Strategy

Advisor with $100M Assets Joins Ameriprise for Client Growth

Business Wire
by Business Wire020
Roy LeBlanc joins Azalea Wealth Management, an established Ameriprise practice led by Private Wealth Advisor David McKean Jr. Financial advisor Roy LeBlanc recently joined the independent channel...
Financial Literacy, Education & SME Empowerment

Wise River Advisors Named Among Barron’s Top 250 Wealth Teams

UBS
by UBS018
UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm’s Los Angeles office, has been named to the...
Taxation, Financial Planning & Corporate Strategy

Wilmington Trust Promotes Two to Key Leadership Roles

PR Newswire
by PR Newswire021
Frank Sutton Named Chief Fiduciary Officer; Marguerite Weese Named Chief Wealth Strategist Wilmington Trust, a leader in wealth management and corporate and institutional trust services,...
Taxation, Financial Planning & Corporate Strategy

IFA Partners with FutureVault to Launch Client Life Management Vaults

PR Newswire
by PR Newswire029
Through the CARES Process, IFA introduces a transformative digital vault experience to strengthen relationships between clients, advisors, and resource companies — Making Life Better For...
Financial Literacy, Education & SME Empowerment

World Investment Advisors Names Edward Walters President

PR Newswire
by PR Newswire035
Veteran wealth management executive brings visionary leadership, proven track record of transformation and deep expertise in building scalable advisory platforms World Investment Advisors, a leading...
Taxation, Financial Planning & Corporate Strategy

Morgan Stanley’s Stress Capital Buffer Reduced by Fed

Business Wire
by Business Wire024
The Federal Reserve announced today that it has reduced Morgan Stanley’s Stress Capital Buffer (SCB) from 5.1% to 4.3%, effective on October 1, 2025 in...
Taxation, Financial Planning & Corporate Strategy

Mesirow Adds Three New Members to Board of Directors

PR Newswire
by PR Newswire030
Mesirow, an independent, employee-owned financial services firm, today announced the appointment of three new internal Directors to the firm’s Board of Directors (the “Board”). Comprising...
Sustainability, ESG & Corporate Responsibility

BMO Raises C$1.5M to Support Student Success Through Trading

PR Newswire
by PR Newswire039
BMO today announced that its annual Equity Through Education trading day, held on September 24, 2025, raised C$1.5 million to help students access post-secondary education. Since the initiative began...
Economic Trends & Investment Insights

Prudential and LPL Expand Access to Retirement Security Solutions

Business Wire
by Business Wire034
Prudential Financial, Inc. and LPL Financial LLC today announced a further expansion of their relationship, as the two firms collaborate to bring to market an Insurance Overlay retirement...
Financial Literacy, Education & SME Empowerment

UBS’s The Schultz Group Recognized by Barron’s Top 250 Wealth Teams

UBS
by UBS062
UBS advisor team, The Schultz Group in Phoenix named to Barron’s Top 250 Private Wealth Management Teams UBS Global Wealth Management US announced today that The...
Taxation, Financial Planning & Corporate Strategy

UBS Schultz Group Named to Barron’s Top 250 Advisor Teams

Business Wire
by Business Wire048
UBS Global Wealth Management US announced today that The Schultz Group, an advisor team in the firm’s Phoenix office, has been named to the Barron’s Top...
Taxation, Financial Planning & Corporate Strategy

New FIC Offers High-Performing Alternative to SCPIs with Afi-Esca

PR Newswire
by PR Newswire061
A new Internal Collective Fund (FIC) is making a notable entry into the wealth management market, offering a modern alternative to traditional French SCPIs, within...
Taxation, Financial Planning & Corporate Strategy

Gabovich: Capital-Protected Structured FIC by Intesa, Vitis & Makor

PR Newswire
by PR Newswire030
The year 2022 fundamentally shook the investment landscape, with a historic bond market crash followed by significant turmoil in global equity markets. At a time...
Taxation, Financial Planning & Corporate Strategy

Oregon Pacific Bank Names David Rice EVP and Director of Wealth Mgmt

Business Wire
by Business Wire046
Oregon Pacific Bank today announced that David Rice has joined the Bank as EVP, Director of Trust & Wealth Management, where he will oversee the...
Taxation, Financial Planning & Corporate Strategy

Concorde CEO Wins 2025 Chief Executive of the Year Award

PR Newswire
by PR Newswire061
Concorde President and CEO Danielle Delongchamp has been named Chief Executive Officer of the Year at the 2025 Wealth Management Industry Awards (“The Wealthies”). The honor...