03/29/2019
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.
03/28/2019
We congratulate these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients
03/28/2019
Consequently, advisory firms are offering more generous non-cash perks and innovative incentives to attract and retain professionals in the tight labor market.
03/28/2019
We will not only focus on helping athletes manage their money, but all types of sudden wealth recipients
03/28/2019
The SEC didn’t name the company involved or the people getting the awards, citing federal law that protects confidentiality.
03/28/2019
Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations
03/28/2019
Firm Also Recognized in Best Overall Multi-Family Office, Thought Leadership and Leading Individual Categories
03/27/2019
Tamarind Partners, Inc. was recognized by the judges for its unstinting contribution to the industry in terms of the quality of the thought leadership among the company's principals.
03/27/2019
Excellence recognized across Responsible Investing/ESG/Impact Investing, Best Outsourced CIO and Individual of the Year Categories
03/27/2019
Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.
03/26/2019
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.
03/25/2019
Global investor services provider rebrands
Our new name unifies our brands under a unique and vibrant new identity. It bonds our staff under one promise: global technical expertise combined with a deep understanding of the needs of our clients.
03/25/2019
Onex swoops on wealth manager
Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada
03/25/2019
UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings
We have been evaluating numerous third-party funds
03/25/2019
Northland Wealth Management Recognized as Best Family Office in North America - Under $2.5B in AUM
We are honoured and wish to thank our clients for placing their trust in Northland Wealth
03/21/2019
When an accounting firm creates a dedicated business line to address the needs of very wealthy clients, there is substantial evidence that it can increase the firm’s overall profitability
03/21/2019
Speculation is mounting that the bank is dumping some lines of business to focus on just a few areas, including financial advice
03/21/2019
Should regulators step in? Time will tell and no doubt there will be some bad actors