Team joins from Merrill Lynch and establishes a third Florida location STAMFORD, Conn., AUG. 16, 2024 — Just announced, a Florida-based team of eight from Merrill Lynch has joined NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs...
Ultra High Net Worth Specialist NewEdge Wealth Expands, Opening Second Pennsylvania Office Near Philadelphia STAMFORD, Conn., AUG. 16, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...
Firm Now Services More Than $55 Billion in Client Assets, On Pace for Third Consecutive Year of Record Growth PITTSBURGH, Aug. 13, 2024 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...
The AmericanTCS 401(k) composite benchmark delivered a 6.41% return in the first quarter of 2024, starting the year on a positive note. Because 401(k) participants are long-term investors it is important to take a step back and observe the hypothetical 401(k)...
The AmericanTCS 401(k) Composite Benchmark delivered a 1.48% return in the second quarter, outperforming the Balanced Index, which returned 1.35%. The AmericanTCS Composite Benchmark also outperformed the Balanced Index for the 6-month, 1-year, 3-year and 5-year...
STAMFORD, Conn., JUNE 24, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that veteran and distinguished investment manager...
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s. Drawing from decades of leadership in the financial services industry, including...
We are honored that several members of the NewEdge Capital Group family have been recognized as finalists for the prestigious 2024 WealthManagement.com Wealthies awards!* NewEdge Advisors’ Alex Goss, CFP® is a finalist in the CEO of the Year category, Neil Turner is...
Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023 PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors, advisors and administrators effectively...
Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD, Conn., Feb. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...
The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on a positive note with a total annual return of 17.36%. Because 401(k) participants are long-term investors it is important to take a step back and...
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm Stamford, Conn. – Jan. 10, 2024 – NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth...
NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year PITTSBURGH, Dec. 12, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that...
NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group PITTSBURGH, Dec. 4, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...
In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%. The Benchmark closely aligns with a traditional 60/40 investment strategy. Although the 60/40 mix has historically performed well for investors, that strategy struggles when both equities...
Wealth Management Firm Rises to No. 14 in Second Year of Eligibility PITTSBURGH, Oct. 17, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that it has ranked...
Experienced Wealth Manager Joins NewEdge from First Republic Investment Management STAMFORD, Conn., Oct. 16, 2023 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and...
The AmericanTCS 401(k) Composite Benchmark returned 4.66% in the second quarter of 2023. Following a challenging market in 2022 that delivered a decline of -16.70% to the 401(k) benchmark, 2023 has been a welcome change with a YTD return of 10.28%. Because 401(k)...
The rebrand of Mid Atlantic Trust Company to American Trust CustodySM is part of the previously announced launch of AmericanTCSSM, which brings together all of the trust, custody, retirement, wealth, and technology operations of EdgeCo Holdings under a single...
EdgeCo Holdings Announces Agreement with Touchstone Retirement Group to Join its AmericanTCS Business Unit February 27, 2023 The agreement continues the national expansion of AmericanTCS’s outsourcing services with the addition of Touchstone Retirement Group’s deep...
As we closed out 2022, the stock market’s roller coaster of a year ended with positive gains in Q4. The U.S. stock market made substantial gains in this last quarter, with much of the progress being achieved during the month of November. The Dow Jones Industrial...
EdgeCo Holdings Announces Launch of AmericanTCSSM November 29, 2022 The new brand brings together the Trust, Custody and Retirement operations EdgeCo has acquired over the past four years under a single banner. PITTSBURGH–(BUSINESS WIRE)–EdgeCo...
The new brand brings together the Trust, Custody and Retirement operations EdgeCo has acquired over the past four years under a single banner. EdgeCo Holdings, LP (“EdgeCo”) is pleased to announce the launch of AmericanTCS, aligning the trust, custody and retirement...
EdgeCo Holdings Finalizes Deal with Financeware to Purchase VMS Hub April 4, 2022 The purchase of VMS Hub, an innovative workflow mutual fund processing software, further bolsters EdgeCo Holdings’ suite of technology-enabled solutions. Pittsburgh, PA. EdgeCo...
Robert J. McCann Joins NewEdge Capital Group as Co-Chairman January 11, 2022 Wealth management industry icon joins firm that leverages cutting-edge, disruptive technologies to support financial advisors. PITTSBURGH– (BusinessWire) NewEdge Capital Group, LLC...
EdgeCo Holdings Announces Launch of NewEdge Capital Group November 1, 2021 New division brings EdgeCo Holdings wealth management companies under one brand name PITTSBURGH–(BUSINESS WIRE)–EdgeCo Holdings, LP (“EdgeCo”) is pleased to announce the launch of...
American Trust Company Signs Agreement to Acquire LT Trust Company June 24, 2021 The acquisition will enhance key operational and institutional outsourcing capabilities for American Trust MEMPHIS, Tenn.–(BUSINESS WIRE)– American Trust Company (American...
American Trust Retirement Acquires Stanley Benefit Services May 4th, 2021 American Trust Retirement expands its presence in the mid-sized plan market MEMPHIS, Tenn.–(BUSINESS WIRE)–AT Retirement Services, LLC (American Trust Retirement), a leading,...
Mid Atlantic Capital Group Announces Deal with PensionPro April 7th, 2021 Mid Atlantic is pleased to announce it has finalized a deal with PensionPro, the leader in TPA workflow automation software, to become part of its trust and retirement services division...
American Trust Partners with TAG Resources to Launch Pooled Employer Plan March 31th, 2021 The two retirement industry leaders partner to provide a customizable retirement plan option for employers of all sizes MEMPHIS, TN (BUSINESS WIRE) — American Trust, a leading,...
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth December 14th, 2020 Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients...
EdgeCo Holdings Announces Agreement with Goss Advisors November 16th, 2020 PITTSBURGH & NEW ORLEANS–(BUSINESS WIRE)–EdgeCo Holdings, L.P. (“EdgeCo”) announced today it has entered into a definitive agreement with GWM Advisors LLC (“Goss...
EdgeCo Completes Acquisition of Unified Trust October 2nd, 2020 The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust MEMPHIS, Tenn.–(BUSINESS WIRE)–EdgeCo Holdings, L.P. (“EdgeCo”) has completed its acquisition of Unified...
EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary September 2nd, 2020 EdgeCo Holdings, L.P. (“EdgeCo”) has entered into a definitive agreement with Unified Trust Company, N.A. (“Unified Trust”) to become part of its...
Acquisition of American Trust Retirement February 4th, 2019 First Mercantile Trust, a subsidiary of EdgeCo Holdings, Announces Agreement for Strategic Acquisition of American Trust Retirement First Mercantile Trust continues to augment its value proposition to...
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