Wilmington Trust Promotes Two to Key Leadership Roles
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,...
Tag : wealth management
IFA Partners with FutureVault to Launch Client Life Management Vaults
Through the CARES Process, IFA introduces a transformative digital vault experience to strengthen relationships between clients, advisors, and resource companies — Making Life Better For...
World Investment Advisors Names Edward Walters President
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...
Morgan Stanley’s Stress Capital Buffer Reduced by Fed
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...
Mesirow Adds Three New Members to Board of Directors
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...
BMO Raises C$1.5M to Support Student Success Through Trading
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...
Prudential and LPL Expand Access to Retirement Security Solutions
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...
UBS’s The Schultz Group Recognized by Barron’s Top 250 Wealth Teams
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...
UBS Schultz Group Named to Barron’s Top 250 Advisor Teams
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...
New FIC Offers High-Performing Alternative to SCPIs with Afi-Esca
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...
Gabovich: Capital-Protected Structured FIC by Intesa, Vitis & Makor
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...
Oregon Pacific Bank Names David Rice EVP and Director of Wealth Mgmt
Oregon Pacific Bank today announced that David Rice has joined the Bank as EVP, Director of Trust & Wealth Management, where he will oversee the...
Concorde CEO Wins 2025 Chief Executive of the Year Award
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...
GCG Advisory Partners Secures Recapitalization with BharCap Partners
Investment and Strategic Partnership to Enable Next Stage of Growth GCG Advisory Partners, parent company of GCG Wealth Management, proudly announces a new chapter in...
Collaborative Capital Advisors Launches Tailored Wealth Services
Founders Bring Decades of Expertise in Building Successful Financial Institutions and Driving Strategic Growth Across Public and Private Markets and Wealth Management Backed by Renowned...