Accenture Capital Markets

DECEMBER 5, 2023

Our recently published Asia wealth management repor t focuses on two crucial areas for firms: relationship manager (RM) productivity, which my first blog examined; and the importance of mobile as a channel, which this blog covers. The only notable exception is investors aged 65+, where just 25 percent rank it as important.

Management 109

Management Bank Banking Investors 109

Accenture Capital Markets

SEPTEMBER 5, 2023

As we continue to discuss how you could build out a future-ready wealth platform and transition to a hybrid advice model, I wanted to draw your attention today to our CTIO Paul Daugherty’s Tech Vision 2018 report to highlight some emerging technology trends. Extended Reality How does extended reality impact wealth management firms?

Management 92

Management Business Investment Capital Market 92

How2Exit

JANUARY 29, 2024

b' E181: Robb Green on Wealth Creation, Business Acquisition, and E-Commerce Growth Strategies - Watch Here rn rn About the Guest(s): Robb Green is an experienced entrepreneur and e-commerce expert. rn Episode Summary: In this episode, Robb Green shares his insights on wealth creation and the state of e-commerce stores.

Business 130

Business Acquisitions Management Profitability 130

PE Hub

MARCH 11, 2024

The post BlackRock to acquire wealth manager SpiderRock Advisors appeared first on PE Hub. BlackRock made a minority investment in SRA made in 2021.

Management 73

Management Investment 73

PE Hub

MARCH 5, 2024

Based in Denver, Mercer Advisors is a wealth management and financial planning firm. The post PE-backed Mercer Advisors snaps up wealth management firm MDK appeared first on PE Hub.

Management 67

Management 67

PE Hub

JANUARY 3, 2024

Mercer Advisors is a wealth management and financial planning firm headquartered in Denver. The post PE-backed Mercer Advisors scoops up Transitions Wealth Management appeared first on PE Hub.

Management 76

Management 76

The Deal

FEBRUARY 8, 2024

One of the earliest financial planning and wealth management clients of Sequoia Financial Advisors LLC, a childhood friend of CEO Tom Haught, has a special needs son who is about 22 years old. After handling theses matters for many years, the veteran wealth manager has sought more extensive ways to serve this close-to-home demographic.

Management 59

Management Education Business Sale 59

Global Banking & Finance

JULY 3, 2023

UBS goes on hiring spree for wealth managers catering to rich Americans By Tatiana Bautzer NEW YORK (Reuters) -UBS has gone on a U.S. recruiting drive for wealth managers catering to rich Americans even as it considers culling 30% of its combined global workforce after the takeover of Credit Suisse.

Management 122

Management Recruitment IT 122

PE Hub

DECEMBER 5, 2023

Headquartered in Denver, Mercer Advisors is a wealth management and financial planning firm. The post PE-backed Mercer Advisors scoops up wealth management firm Paragon appeared first on PE Hub.

Management 80

Management 80

PE Hub

DECEMBER 6, 2023

Based in Denver, Mercer Advisors is a wealth management and financial planning firm. The post PE-backed Mercer Advisors buys wealth management firm Brighton appeared first on PE Hub.

Management 74

Management 74

PE Hub

OCTOBER 17, 2023

Based in Denver, Mercer Global Advisors is a wealth management firm. The post PE-backed Mercer Advisors buys wealth management firm Kingfisher Capital appeared first on PE Hub.

Management 84

Management Capital 84

Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. It’s one area where people on both sides tend to talk past each other : Bankers say that wealth management roles pay less, offer less interesting work, and lack good exit opportunities.

Investment Banking 59

Investment Banking Management Bank Banking 59

PE Hub

FEBRUARY 16, 2024

The post PE-backed Pathstone to acquire wealth management firm Crestone Capital appeared first on PE Hub. Pathstone is an advisor that offers family offices services and investment advice for families, family offices and foundations and endowments.

Investment Advice 80

Investment Advice Capital Management Investment 80

PE Hub

JANUARY 24, 2024

The post HGGC and Wealth Partners Capital Group back investment advisor True North appeared first on PE Hub. True North's management team will remain majority shareholders in the company.

Capital 86

Capital Investment Management 86

PE Hub

SEPTEMBER 12, 2023

7IM is a UK-based technology-driven wealth and investment manager. The post Ontario Teachers’ to acquire majority stake in wealth manager 7IM appeared first on PE Hub.

Management 84

Management Investment Manager Investment 84

Financial Times - Banking

APRIL 16, 2024

Traders outperform and wealth management division attracts billions more in client assets than expected

Profitability 70

Profitability Management 70

Global Banking & Finance

DECEMBER 12, 2023

Redefining Wealth Management: A Personalization Framework for Enhanced Client Experiences The wealth management sector is at a pivotal juncture, facing challenges from fluctuating interest rates, market volatility, and evolving geopolitical scenarios.

Management 81

Management Investment Finance Finance 81

Global Banking & Finance

SEPTEMBER 7, 2023

Philanthropic Giving Plays Central Role in Comprehensive Wealth Management Approach A look at potential giving vehicles for individuals By Kevin McGrath In 2021, the Giving USA Foundation released its latest findings surrounding philanthropic contributions.

Management 111

Management IT Investment 111

PE Hub

MARCH 5, 2024

Private equity-backed Mercer Advisors acquires wealth management firm MDK. The post PE-backed wealth manager in fresh add-on; GA on Partners Capital plans; Inyarek founder profile appeared first on PE Hub.

Management 74

Management Capital Private Equity Equities 74

PE Hub

AUGUST 1, 2023

Mercer Advisors is a Denver-based wealth management firm. The post PE-backed Mercer Advisors snaps up wealth management firm PAM appeared first on PE Hub.

Management 83

Management 83

Accenture Capital Markets

SEPTEMBER 5, 2023

With the start of a new year, my conversations with wealth management clients continue to center on the shift to their future wealth platform. Regardless of where they are beginning, most wealth management firms know they need to scale hybrid advice quickly. Creating the wealth management platform of tomorrow takes a village.

IT 90

IT Architecture Management Investment 90

PE Hub

OCTOBER 18, 2023

Olsen will be joining the Nicola Wealth Private Capital Team, where he will be responsible for scaling the existing private capital function and developing and growing the team. The post Robert Olsen to join Nicola Wealth as private capital vice chair appeared first on PE Hub.

Capital 77

Capital 77

PE Hub

SEPTEMBER 13, 2023

Based in New York City, Arax is a wealth management firm. The post RedBird-backed Arax Investment Partners to buy financial advisor Ashton Thomas Private Wealth appeared first on PE Hub.

Investment 84

Investment Management 84

PE Hub

JANUARY 9, 2024

The post PE-backed Mercer Advisors buys wealth management firm River Glen appeared first on PE Hub. River Glen was founded by Matt Busick in 2008.

Management 75

Management 75

Global Banking & Finance

FEBRUARY 2, 2024

Wealth Wisdom: Navigating the Future with Lisa Detanna Every money decision can ripple through generations. This is why financial expertise and experience are not just valuable – they are indispensable in managing wealth.

Management 53

Management Finance Finance 53

PE Hub

AUGUST 2, 2023

Mercer Advisors is a Denver-based wealth management firm. The post PE-backed Mercer Advisors snaps up Steward Wealth Management appeared first on PE Hub.

Management 69

Management 69

CNBC: Investing

SEPTEMBER 12, 2023

CNBC Pro is live at the Future Proof wealth festival with a panel of top advisors to help you build your investment portfolio for the long term.

Portfolio 95

Portfolio Management Investment 95

PE Hub

JUNE 5, 2023

Denver-based Mercer is a wealth management and financial planning firm. The post PE-backed Mercer Advisors buys wealth management firm RMR appeared first on PE Hub.

Management 70

Management 70

Global Newswire by Notified: M&A

FEBRUARY 13, 2024

Atria Wealth Solutions supports approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of brokerage and advisory assets Atria Wealth Solutions supports approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of brokerage and advisory assets

Advisory 45

Advisory Bank Banking Management 45

PE Hub

JUNE 13, 2023

The post Renovus Capital funds wealth tech firm F2 Strategy appeared first on PE Hub. In addition to this transaction, F2 has acquired consulting and services provider Winston-Salem, North Carolina-based Oakbrook Solutions.

Funds 81

Funds Capital Consulting 81

Align Business Advisory Services

JULY 5, 2023

ICYMI Join us as AlignBA experts are joined by key wealth management pros from BNY Mellon Wealth Management in discussing the power of strategic mergers and acquisitions as a route to long-term financial prosperity across generations. Read More » The post Creating Generational Wealth Through M&A appeared first on Align BA.

M&A 52

M&A Mergers and Acquisitions Mergers Management 52

PCE

OCTOBER 18, 2023

Understanding Gift, Estate, and GST Taxes for Effective Legacy Planning The transfer of wealth refers to the process of assets, property, and financial resources passing from you or your estate to another, during your lifetime as a gift or after your death through an inheritance.

Economics 52

Economics Securities IT Valuation 52

PE Hub

JULY 5, 2023

The post Sovereign wealth fund Mubadala invests in KKR-backed CoolIT Systems appeared first on PE Hub. Earlier this year, US private equity firm KKR announced an agreement to acquire CoolIT Systems.

Funds 85

Funds Investment Private Equity Equities 85

PE Hub

JULY 6, 2023

Denver-based Mercer is a wealth management and financial planning firm. The post PE-backed Mercer Global Advisors buys wealth management firms Day & Ennis and Mallard appeared first on PE Hub.

Management 81

Management 81

PE Hub

JUNE 6, 2023

The post Altas to invest in wealth management business Mercer Advisors appeared first on PE Hub. Mercer's current backers, Genstar Capital and Oak Hill Capital Partners, will remain investors.

Management 80

Management Investment Business Capital 80

Global Banking & Finance

NOVEMBER 30, 2023

The Power of AI in Wealth Management with Eyeballs Financial Artificial intelligence chatbots are taking the world by storm because of their ability to provide an immediate, quality response to customers, but what if this same technology could be applied in the financial services sector?

Management 76

Management Financial Services 76

PE Hub

FEBRUARY 15, 2024

The post Vista Equity Partners appoints Parant as managing director and global head of private wealth solutions appeared first on PE Hub. In this new position, Parant will accelerate Vista’s efforts to expand access to investing in private technology companies for financial advisors and their clients globally.

Equities 71

Equities Management Investment 71