Wealth Management industry news covering the financial markets, trends and wealth professionals.
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The deal for the New York City and Morristown, N.J.–based firm pushes CI Financial above $100 billion in U.S. wealth management assets and is its 28th U.S. deal since entering the market two years ago.
The bronze image of a girl standing defiantly with her hands on her hips has come to the end of its three-year permit for the space across from the New York Stock Exchange.
Small but focused, activist asset manager Engine No. 1 managed to win three board seats at Exxon Mobil earlier this year. It's now bringing its brand of shareholder engagement to a wider swath of companies, and investors, with ETFs.
After bristling at the high valuations for RIAs and getting out-bid in the M&A market for years, employee-owned Aspiriant found the principals of HearthStone Private Wealth Management weren't simply looking for the highest offer.