02/07/2019
Envestnet goes after the richest investors: Q&A with CEO Jud Bergman
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
Wealth and Asset Management
02/07/2019
Atlanta bank makes wealth management push into Dallas
he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world
02/07/2019
Why Establish A Virtual Multifamily Office?
Many rich families instead prefer the alternative of using a multifamily office.
02/06/2019
CrossleyShear Wealth Management Launches CSsports
New division dedicated to serving the unique financial needs of sports professionals
02/06/2019
Former Barclays Boss Bob Diamond Closes on $30M Penthouse
The financial bigwig is the latest millionaire to buy in the high-profile Manhattan building
02/06/2019
10 Big Financial Mistakes Wealthy Families Make
There’s no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
02/06/2019
Wealth management: The Next Generation
In New York, former Morgan Stanley wealth management head Greg Fleming, now chief executive and co-owner of Rockefeller Capital Management, has a new brokerage licence and is also building strategic advisory.
02/06/2019
Women in private banking: Why we need a new normal
Women think differently to men when it comes to running businesses and finances
02/06/2019
Private banking architects: James Gorman – the rainmaker of wealth management
He saw it could be a high-margin business and one that offered stability to revenue streams, and he knew how to get there.
02/06/2019
Wealth tech firm Spearhead opens new office in Massachusetts
Apart from the new office, Spearhead also has a branch in Florida.
02/06/2019
The CEO of Lazard is on the lookout for asset-management deals as headwinds batter the industry
Lazard is eyeing opportunities to acquire other asset managers, CEO Ken Jacobs told Business Insider.
02/06/2019
How the 0.1% Lose Their Money, According to Family Offices
And some may be open to getting guidance but then continue doing what they did before, “even though it’s detrimental to their goals and objectives,” Kesmodel tells the news service.
02/05/2019
Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families
There’s no single way to handle massive wealth.
02/05/2019
How to Win the War for Talent
How can companies adjust to the new normal in the employment market and come out on top in the war for top talent?
02/05/2019
Impact Investing Isn't Just For The Rich - We All Have A Part To Play
Today, pension funds account for about a third of all global assets (some $45trn), according to Willis Towers Watson.
02/05/2019
Oppenheimer's Tanner Robinson Named To On Wall Street's Top 25 Regional Broker-Dealer Advisors Under 40
Tanner has made significant contributions to our Firm's success and I'm excited to see how he continues to provide excellent service to our clients."
02/05/2019
FAI Lauded with Two 2019 Five Star Wealth Manager Awards
This is the eighth Five Star Wealth Manager award for Ms. Dippel and the fourth for Mr. Stinson.
02/04/2019
TwinFocus Expands Global Family Office Solution
First Fully Integrated Multi Family Office Advises on First Significant Insurance Industry Acquisition of 2019, Appoints William Ward as Real Estate Investment Lead
02/04/2019
Vistra Completes Rebrand of US Global Growth Expert
Vistra Completes Rebrand of US Global Growth Expert Radius
02/01/2019
Ameriprise Commits to Wealth Management Growth After Flat Hiring Year
Ameriprise’s Columbia Threadneedle asset management division lost assets during the quarter due to equity market depreciation that prompted clients to withdraw $4.7 billion.