12/01/2020
Orozco and Bair use flat planning fees and subscriptions often associated with fee-only RIAs, even though they’re affiliated with the nation’s largest IBD, LPL Financial.
12/01/2020
The workplace reflects the conscience of the leaders and the culture they create.
11/30/2020
Nearly 93% (464) of the S&P 500’s member companies have thus far reported results for Q3 reporting season with earning better than expected at the start of the season.
11/30/2020
Allen is actively involved in the community and currently serves on the alumni board of Franklin Road Academy, in Franklin, TN.
11/29/2020
The international wealth arm, led by Philipp Wehle since last year, is seeking to boost revenues from the ultra-rich.
11/29/2020
Singapore’s efforts to attract more family offices include tax incentives and a Global Investor Program that gives the super-rich a path to permanent residence
11/27/2020
It has a market capitalization of US$13b. Normally institutions would own a significant portion of a company this size.
11/27/2020
The emerging investment landscape heading into 2021 offers a boon to a beleaguered hedge fund sector which in recent years has had to contend with patchy performances and continued investor aversion.
11/26/2020
“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”
11/26/2020
Risk tolerance is a key differentiator determining who is willing to buy in the sector.
11/25/2020
CI’s largest U.S. wealth management transaction to date projected to increase U.S. wealth assets to US$21 billion
11/25/2020
Perhaps we succumbed to the pressure of “it’s good enough because we have always done it this way,” or the comfort of sticking with what we know.
11/24/2020
A Foothold in the South and Beacon Pointe's Largest Deal to Date
11/24/2020
UBS advisor Chris Aitken says, to his surprise, clients are asking: “When can I come to a race and watch you?”
11/24/2020
Acquisition of St. Louis-based firm enhances MAI’s service for wealthy families and business owner
11/24/2020
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
The Athletes and Entertainers Strategic Client Segment will work in close collaboration with UBS Financial Advisors, who have long been advising and supporting athletes and entertainers on their financial plans.
11/23/2020
Kingswood secures further US deal
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/20/2020
A virtual event last week brought together ultra-high-net-worth individuals, family office staff/members and investors to discuss commercial real estate trends.
11/20/2020
By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.