01/30/2020
The documents cited by Bloomberg only became public because Credit Suisse appealed a ruling in December after it lost an arbitration proceeding with Richard DellaRusso and Mark Sullivan, two of its former advisors, over deferred pay, according to the news
01/30/2020
From blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.
01/30/2020
According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships
01/29/2020
The combination pairs Perigon's track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP's expertise in sustainable, values-driven investing strategies.
01/28/2020
They also show how the bank tried to retain its richest clients and left the door wide open to re-enter the market with a different pay structure.
01/27/2020
The survey found that more than three-quarters of trust and estate planning professionals (78%) said their clients were interested in incorporating impact and sustainable investing as part of their overall wealth plans.
01/24/2020
Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.
01/24/2020
Why Royal Bank of Canada took home the 2019 Corporate Governance Award for best overall governance – international
01/24/2020
According to the magazine, the selection process was time consuming and included consulting experts across different sectors.
01/24/2020
Former financial advisor will use first-hand experience as a client-facing wealth manager
01/23/2020
The firm has earned shortlist recognition in each of the last five years, and was honored as Best Private Wealth Manager, Under $5 Billion – Client Service in 2019.
01/23/2020
Today we advise high net worth families and try to apply the same analysis process to their investment portfolios to fulfill the needs of multiple generations.
01/23/2020
Dealing with large family offices, they are looking for safety and security, conservative, strong balance sheets.
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
Wealth advisors on our 2020 list manage more than $4 trillion in client assets.
01/23/2020
Duff & Phelps to be acquired by global consortium
New Ownership Structure Led by Stone Point Capital and Further Global to Support Long-Term Growth
01/22/2020
The acquisition will strengthen Fiduciary Trust’s already robust offerings for servicing multiple generations of high-net-worth and ultra-high-net-worth clients
01/21/2020
The pages in the Supplementary Financial Information Package impacted by the establishment of Global Wealth Management as a distinct business line are summarized in the Notes section.
01/21/2020
The sum may be paltry in the context of the American bank’s other businesses but put it in the same category as European players such as Julius Baer which had less than $500 billion in assets at the end of 2019.