Page 47 - Wealth Managers News Today

Wealth managers advise clients not to panic about interest rates, inflation and other challenges as 2024 approaches. Instead, here are a few tips.

Alliance Trust were winner's at this year's Investment Company of the Year Awards. Here, Investment Week hears from Alliance Trust on their recent win. Alliance...

Earlier this year, St James’s Place, Britain’s biggest wealth manager, announced a major overhaul to its fees which should (finally) make it easier for its nearly one million customers to understand how much they’re paying.

Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Get Free Report) hit a new 52-week high on Wednesday . The stock traded as high as $28.37 and last traded at $28.37, with a volume of 652324 shares traded. The stock had previously closed at $28.17. Dimensional U.S. Core Equity 2 ETF Stock Performance The firm […]

ETFMG Prime Cyber Security ETF (NYSEARCA:HACK – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Monday . The company traded as high as $58.33 and last traded at $58.27, with a volume of 19367 shares trading hands. The stock had previously closed at $57.63. ETFMG Prime Cyber Security ETF […]

Abrdn is reducing the fee on its model portfolio services (MPS) and sustainable MPS ranges on the Wrap and Elevate platforms effective from 1 December 2023.

/PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at...

JPMorgan has showcased a “proof of concept”, showing how asset managers can tokenize funds with a blockchain of their preference.

Axelar Inc., Oasis Pro and Provenance Blockchain have collaborated with Onyx by J.P. Morgan and Apollo under the Monetary Authority of Singapore’s Project Guardian, to demonstrate how blockchain technology could be used to manage large-scale client portfolios, execute trades and enable automated portfolio management of tokenized financial assets.

As we enter the mid-2020s, the plan of how successful wealth managers will interact with their clients is becoming sharper.