InvestCloud, WealthFeed lock in new partners
The wealth tech firms are expanding their respective networks with their first strategic partnerships for 2025. The 2025 season for…
Category: News
Navigating the New Year: 3 Resolutions for Investors
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any government decision…
Capital Advantage, Inc. Offers Tailored Financial Services for Kaiser Permanente® and TPMG Employees
WALNUT CREEK, Calif., Jan. 10, 2025 /PRNewswire/ — Capital Advantage, Inc., a trusted name in wealth management, is proud to…
Snowden Lane Buys Back Majority Stake From Private Equity Owner
Snowden Lane Partners, a New York-headquartered registered investment advisor with just under $12 billion in assets, has acquired a “significant portion”…
Wealth managers planning to add to ranks in 2025
America added more jobs than expected in December, even in the face of higher interest rates, reflecting increased economic optimism…
Advisors to Sell More Retirement Plans as Micro DC Market Grows
Market research firm Cerulli Associates predicts that financial advisors will play an even bigger role in the defined contribution plan market…
Bank of America Ramps up Wealth Team with Citi Wealth, UBS Alums
Bank of America is bolstering its wealth management team, including tapping Ed Riley as the capital markets head of its Investment Solutions…
Wealth Managers Adjust Exit Plans for Alternative Assets
An overwhelming majority (97%) of wealth managers and family office professionals are adjusting their exit strategies for investments in private…
UK Banking Group Favors US, Chinese, Indian Equities, Gold In 2025
Details of Standard Chartered’s chief investment office Outlook 2025 report show how investors should position themselves in 2025. The CIO’s…
2 Financial-Services Firms Join Bellevue’s Coldstream | News
Kevin Fitzwilson, managing shareholder of Coldstream Wealth Management. File photo courtesy Coldstream Bellevue-based Coldstream Wealth Management on Thursday announced that it…