Wealth Archives - Page 21 of 24

Minnie Arwood
Financial Management
December 10, 2021
1 views

Wealth Enhancement Group Acquires Vivid Financial Management

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…

Minnie Arwood
Financial Management
December 9, 2021
2 views

Scotia Wealth Management to sponsor Chile Open

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…

Minnie Arwood
Financial Management
December 8, 2021
3 views

Billionaires’ Wealth Surged to Record During Pandemic

(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…

Minnie Arwood
Financial Management
December 3, 2021
1 views

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,…

Minnie Arwood
Financial Management
December 2, 2021
1 views

Insights and Advisors Will Improve Wealth Management Apps

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.…

Minnie Arwood
Financial Management
December 1, 2021
1 views

Prominent Financial Advisor Henry Bragg Celebrates Launch Of Independent Wealth Management Firm In Houston, Tx | Texas News

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…