Cerity Partners expands UHNW footprint

This is the first acquisition for the firm since merging in April with the Blue Prairie Group, an $11 billion retirement and investment consulting firm.


UBS: The American Dream

Since February 2018, the U.S.-based brokers at UBS and the Swiss private bankers are sitting in the same boat, having become part of the new super-division dubbed Global Wealth Management.


Making the switch from PortfolioCenter to Black Diamond

The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.