Wealth Enhancement Group is acquiring Vivid Financial Management, a hybrid RIA based in central California with $674 million in client assets under management, the firm announced. The acquisition will push WEG’s AUM above $55 billion. WEG CEO Jeff Dekko said the group was excited to work with the six-advisor practice “shoulder-to-shoulder” […]
Wealth
SANTIAGO, Chile and TORONTO, Ontario–Scotiabank (TSX: BNS) today announced that the Bank has become the title sponsor of the Scotia Wealth Management Chile Open. This PGA TOUR Latinoamérica event takes place from December 6-12, 2021 in the Santiago suburb of Vitacura. The terms of this new sponsorship agreement span three […]
(Bloomberg) — The share of global wealth held by billionaires surged to a record during the Covid-19 crisis, according to a group founded by French economist Thomas Piketty. About 2,750 billionaires control 3.5{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} of the world’s wealth, the Paris-based Global Inequality Lab said in a report Tuesday. That’s up from […]
/https://specials-images.forbesimg.com/imageserve/61a7bd4d414140a5759f5185/0x0.jpg "RBC Wealth Management Moved To A Modern Integrated Platform As Covid-19 Hit")
By integrating systems and unifying data across 26 siloed legacy services, RBC Wealth Management — U.S. has reduced new client onboarding from several days to an average of 24 minutes, eliminated 200 to 300 pages of paper documents, and gone from needing 30-plus signatures to signing packets with just one […]
When it comes to satisfaction scores, wealth managers trail behind banks and insurers. Wealth managers should invest in digital tools that allow clients to access educational information through the app. Insider Intelligence publishes hundreds of insights, charts, and forecasts on the Fintech industry. Learn more about becoming a client. The […]
HOUSTON, Nov. 29, 2021 /PRNewswire/ — Experienced wealth advisor Henry Bragg, CPA, CFP®, is pleased to announce the first anniversary of Henry Bragg & Co., an independent Registered Investment Advisor (RIA). Serving as the Principal, Bragg celebrates the successful launch of his firm, which offers a full complement of comprehensive portfolio and wealth […]