View Online

MARCH 16, 2021

INDUSTRY

Canada's CI Financial Buys 16th U.S. RIA, Brightworth

Asia Martin

The acquisition of Atlanta-based Brightworth pushes CI Financial's U.S. AUM to $55 billion.

FULL ARTICLE

Advertisement

INDUSTRY

Sanctuary Wealth Makes Push for Latin American Market

Patrick Donachie

Sanctuary Global will work with international investors and operate out of a new office in Miami.

FULL ARTICLE

SPONSORED CONTENT

From Support to Superglue

Sponsored by Bill.com

How bill pay activities add value to high-net-worth client relationships.

REGISTER NOW

HIGH NET WORTH

When SPACs and Carried Interest Collide

N. Todd Angkatavanich

Advisors will have to consider more bespoke structures when attempting to reconcile these powerful techniques in a single plan.

FULL ARTICLE

HIGH NET WORTH

The Need for Consistent Consistency with UHNW Investors

Adam Gower

Developing a strong set of values will often be what helps a brand remain respected over time.

FULL ARTICLE

SPONSORED WEBINAR

Strengthen Client Loyalty in Times of Change

Sponsored by Bill.com

In this webinar on March 23, you'll learn the key trends & insights in the wealth management industry, how technology needs and expectations are changing how you can take advantage of this, key considerations to be aware of, and much more.

REGISTER NOW