07/02/2019
“Ten years ago, people didn’t really know what a family office was,” says Chris Clarke, family office director and chief executive officer at First Affiliated, a multi-family office in Collingwood, Ont., that works with about 70 high-net
06/28/2019
In addition to aggregated performance reporting, Merrill private wealth advisors will benefit from powerful portfolio analysis, a range of interactive reports on performance metrics, and a customizable dashboard that includes information held at other fin
06/28/2019
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
The bank hopes to reach ultrahigh-net-worth clients who have complex investing needs, says Don Plaus, head of Merrill Private Wealth Management.
06/28/2019
The new recruits joined the firm’s independent broker-dealer.
06/27/2019
His UBS team dissolved, and the three other team members left UBS for Wells Fargo Advisors in February, Ronnie Brown, a former NFL Pro Bowl running back who had been part of the group, tells the industry news website.
06/26/2019
UBS Advisor Named to Forbes' List of Best-In-State Wealth Advisors
Recognition of an exceptional career in Financial Services
06/25/2019
This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.
06/25/2019
The bank hopes to have $50 billion in AUM by 2022
06/25/2019
One measure of the percentage of the wealthy who are self-made is Forbes' own Forbes 400 list
06/25/2019
“We are seeing this trend play out across our client set as well,” Mr Halpern said.
06/24/2019
Jackson Hill & Fish, Southern Oak Wealth become third and fourth RIAs to join Sanctuary in June
06/21/2019
High-net-worth investors continue to be laser-focused on outcomes and goals
06/21/2019
Five years later, the Indiana native signed a four-year deal with the Avalanche -- then proceeded to fritter away $100,000 on a yellow convertible with black racing stripes.
06/21/2019
The 2019 Wealth & Money Management Awards are dedicated to rewarding and recognising the hard work and dedication of everyone working in this vast industry
06/20/2019
How tech opens doors for better wealth management
Building on past studies, The Next Generation Wealth Manager draws from a survey of 305 high-level executives at investment banks and private banks, as well as 105 high-net-worth individuals.
06/20/2019
Bernecker joined Merrill Lynch in 1997 as a financial planning specialist.
06/19/2019
Bank sees many investment opportunities despite complex landscape
06/19/2019
The impact investing industry is diverse.
06/18/2019
Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.