Wealth management

Global Wealth Management Market Opportunities and Strategies (2020 to 2030) - COVID-19 Impact and Recovery - ResearchAndMarkets.com

Retrieved on: 
Thursday, August 6, 2020
Consulting, Banking, Professional services, Finance, Finance, Economy, Money, Financial management, Investment management, Stock market, Wealth management, Wealth, Market segmentation

The "Wealth Management Global Market Opportunities and Strategies to 2030: COVID-19 Impact and Recovery" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Wealth Management Global Market Opportunities and Strategies to 2030: COVID-19 Impact and Recovery" report has been added to ResearchAndMarkets.com's offering.
  • This report provides the strategists, marketers and senior management with the critical information they need to assess the global wealth management market.
  • North America was the largest region in the global wealth management market, accounting for 53.7% of the total in 2019.
  • The top opportunities in the wealth management market segmented by type of wealth manager will arise in the full-service wealth managers segment, which will gain $33.36 billion of global annual sales by 2023.

Financial Gravity Oversubscribes First Class of Tax Operating System® Users

Retrieved on: 
Thursday, August 6, 2020
Finance, Money, Financial services, Investment management, Financial management, Financial advisors, Stock market, Wealth management, Certified Public Accountant, Financial adviser

CINCINNATI, Aug. 6, 2020 /PRNewswire/ -- Financial Gravity Companies Inc. (OTCQB: FGCO), announced they have filled the first class of their new Tax Operating System users.

Key Points: 
  • CINCINNATI, Aug. 6, 2020 /PRNewswire/ -- Financial Gravity Companies Inc. (OTCQB: FGCO), announced they have filled the first class of their new Tax Operating System users.
  • "In fact, that first class was oversubscribed, and the wait-list for the next class is already over half-full," he continued.
  • The Tax Master Network includes CPAs, EAs, and financial advisors who understand the central role that tax planning plays in any financial service.
  • Financial Gravity Companies is a parent company of financial services companies including brokerage, wealth management, estate planning, family office services, risk management, business and personal tax planning, business consulting, and financial advisor services.

Kestra PWS Posts Best-Ever Recruitment Quarter in Q2, Attracts $845 Million

Retrieved on: 
Thursday, August 6, 2020
Professional services, Data management, Technology, Software, Finance, Consulting, Banking, Finance, United States securities law, Money, Economy, Registered Investment Adviser, Financial Industry Regulatory Authority, Securities Investor Protection Corporation, Financial adviser, Wealth management

The following firms and wealth management professionals registered with Kestra PWS between May 1 and July 1, 2020.

Key Points: 
  • The following firms and wealth management professionals registered with Kestra PWS between May 1 and July 1, 2020.
  • We were drawn to Kestra PWS depth of resources and top-notch reputation during our search for independence, said Martucci.
  • Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
  • Elevated Private Wealth Advisors, True Alpha Wealth Management, Tidewater Financial, and Ceres Wealth are member firms of Kestra PWS, an affiliate of Kestra IS.

LPL Financial and Financial Advocates Welcome Advisors T. Scott Dudley and David McQuade

Retrieved on: 
Thursday, August 6, 2020
Money, Financial advisors, Economy, Financial adviser, LPL Financial, Wealth management, Finance, Independent Financial Adviser

Dudley and McQuade provided wealth management services at their former firm for about 25 years before choosing to partner with Financial Advocates and LPL Financial.

Key Points: 
  • Dudley and McQuade provided wealth management services at their former firm for about 25 years before choosing to partner with Financial Advocates and LPL Financial.
  • Angela Vlach, President and CEO of Financial Advocates, said, We welcome Scott, David and their entire team to the Financial Advocates family.
  • Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.
  • Stirling Financial Group, Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.

NES Financial to Administer EB-5 Redeployment Fund for Bridgeway Wealth Managers

Retrieved on: 
Wednesday, August 5, 2020
Finance, Money, Economy, Bridgeway, Investment funds, Investment, Financial markets, NES Financial, EB-5 visa, Private equity, Wealth management, Investor

The Bridgeway Municipal Reinvestment Fund seeks to provide a lower risk and more liquid redeployment investment option for EB-5 investors compared to traditional EB-5 investment options.

Key Points: 
  • The Bridgeway Municipal Reinvestment Fund seeks to provide a lower risk and more liquid redeployment investment option for EB-5 investors compared to traditional EB-5 investment options.
  • Bridgeway has engaged Capital United, an SEC registered investment advisor, to facilitate transactions between Bridgeway and NCEs seeking to redeploy EB-5 investment capital.
  • For additional information about the Private Equity Fund Administration Solution Suite, please visit the NES Financial website or contact an NES Financial representative at 1-800-339-1031.
  • Bridgeway Wealth Partners is a boutique financial services firm headquartered in New York City and specializes in asset and wealth management strategies for its clients.

Karmen Keup Named Branch Manager of UBS Offices in Sarasota, Fort Myers and Bonita Springs

Retrieved on: 
Wednesday, August 5, 2020
Finance, Money, Financial services, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Karmen, UBS tax evasion controversies

FORT MYERS, Fla., Aug. 5, 2020 /PRNewswire/ --UBS announced today the promotion of Karmen Keup as Executive Director and Branch Manager of the Sarasota, Fort Myers, and Bonita Springs branch offices within UBS Wealth Management USA.

Key Points: 
  • FORT MYERS, Fla., Aug. 5, 2020 /PRNewswire/ --UBS announced today the promotion of Karmen Keup as Executive Director and Branch Manager of the Sarasota, Fort Myers, and Bonita Springs branch offices within UBS Wealth Management USA.
  • With 20 years of wealth management experience at UBS, Karmen served previously as Executive Director and Assistant Market Head for UBS Private Wealth Management in Long Island, New Jersey, Stamford, Philadelphia, and Washington, D.C., focusing on ultra-high net worth clients.
  • "We are proud to have Karmen lead our offices in Sarasota, Fort Myers and Bonita Springs, and wish her every success in her new role."
  • As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.

Hotchkiss Joins First Bank & Trust Company's Wealth Management Team

Retrieved on: 
Wednesday, August 5, 2020
Finance, Money, Economy, Offshore finance, Trust company, Trust law, Wealth management, Wintrust Financial, Private banking

ABINGDON, Va., Aug. 5, 2020 /PRNewswire/ -- First Bank & Trust Company, a diversified financial services firm with assets of $2.3 billion, today announced that James A. Hotchkiss has joined First Trust and Wealth Management, a division of First Bank & Trust Company.

Key Points: 
  • ABINGDON, Va., Aug. 5, 2020 /PRNewswire/ -- First Bank & Trust Company, a diversified financial services firm with assets of $2.3 billion, today announced that James A. Hotchkiss has joined First Trust and Wealth Management, a division of First Bank & Trust Company.
  • The First Trust and Wealth Management Division currently manages $400 million in trust and brokerage assets.
  • Hotchkiss will assist First Bank & Trust Company clients in Augusta and Rockingham Counties with asset management, financial planning and trust and estate administration.
  • View original content to download multimedia: http://www.prnewswire.com/news-releases/hotchkiss-joins-first-bank--trus...
    SOURCE First Trust and Wealth Management, a division of First Bank & Trust Company

Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list

Retrieved on: 
Wednesday, August 5, 2020
Consulting, Banking, Professional services, Finance, Finance, Money, Financial services, Investment banks, Subprime mortgage crisis, UBS, Warburg family, Wealth management, Wealth, Private banking

The list recognizes the country's next-generation of financial advisors, who represent the future of the wealth management industry.

Key Points: 
  • The list recognizes the country's next-generation of financial advisors, who represent the future of the wealth management industry.
  • The 2020 list includes a total of 500 advisors who manage over $1 trillion in client assets.
  • We are proud to see Sam, Matt and Peter receive this honorable award and be recognized as the future of the wealth management industry, said James Ducey , Greater New England Market Head at UBS Wealth Management USA.
  • As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.

Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Retrieved on: 
Wednesday, August 5, 2020
Human resources, Finance, Consulting, Banking, Accounting, Professional services, Philanthropy, Foundation, Other Professional Services, Finance, Money, Economy, Investment management, Investment, Investment advisory, Registered Investment Adviser, Wealth management

Cresset Asset Management (Cresset) announced today that Randall Randy Conte has been named Chief Operating Officer (COO).

Key Points: 
  • Cresset Asset Management (Cresset) announced today that Randall Randy Conte has been named Chief Operating Officer (COO).
  • View the full release here: https://www.businesswire.com/news/home/20200805005161/en/
    Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management (Photo: Business Wire).
  • Cresset Asset Management is an SEC registered investment advisor that offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, and goals-based planning.
  • Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered investment adviser.

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Retrieved on: 
Tuesday, August 4, 2020
Addepar, Finance, Money, Aite, Wealth management, Economy

MOUNTAIN VIEW, Calif., Aug. 4, 2020 /PRNewswire/ -- Addepar , a technology platform for wealth management, today announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems.

Key Points: 
  • MOUNTAIN VIEW, Calif., Aug. 4, 2020 /PRNewswire/ -- Addepar , a technology platform for wealth management, today announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems.
  • "Being named the leading multi-segment provider by Aite Group solidifies Addepar's position as the only platform that can address current and future needs across the client spectrum."
  • More information on Addepar within the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems report is available here .
  • Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios.