06/11/2018
“The ultra-wealthy are increasingly using retained intermediaries to source and, with the help of other professionals, to generate deal flow,” says Rick Flynn, managing partner of FFO Business Management & Family Office
06/11/2018
In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.
06/08/2018
A wave of young and entrepreneurial professionals are turning the country’s capital, Mexico City, into Latin America’s Silicon Valley.
06/08/2018
Kevin Durant put up 43 points in Game 3 of the 2018 NBA Finals, giving the Warriors a 3-0 lead over the Cavaliers and putting another NBA title in reach
06/07/2018
Gunderson’s team of eight serves 220 families and has $779 million in assets under management.
06/07/2018
Creates new Diversity Advocate role, to further bolster diversity and inclusion
06/07/2018
The suit, filed Tuesday, claims Invesco violated a local ordinance and Illinois state law by terminating leases held by tenants at its Mount Prospect, Illinois, rental properties and then hitting them with illegal fees.
06/06/2018
Citi scrutinized the investment accounts of thousands of its super-rich clients
According to Bailin, clients who had followed Citi's global asset allocation recommendations outperformed those who did not by up to 200-300 basis points per year for between one and three years.
06/06/2018
Is diversity the key to the succession plan challenge?
This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.
06/06/2018
These donors have now contributed over $60 Million to their Canada Gives' foundations and disbursed $25 Million to charities.
06/05/2018
A Look At Changes In Wealth Management Revenues For The Industry's Largest Players
We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world
06/05/2018
The increase in operating expenses from the addition of new wealth advisors, coupled with the ongoing trend of a shift towards a fixed-rate fee structure for client accounts, will lead to profit margins stagnating in the future
06/05/2018
RFG Advisory has 38 advisers in four states
06/05/2018
Addition of San Diego-based firm brings EP's AUM to $3.6 billion
06/05/2018
Last year EP became part of Wealth Partners Capital Group, a holding company intent on consolidating small and mid-sized advisory firms around the country.
06/01/2018
Rubenstein hired a former money manager at MSD Partners, Brian Frank, to run Declaration Partners, Bloomberg writes.
06/01/2018
Fiera Capital acquires HNW and institutional investment firm
The transaction is expected to be modestly accretive (low to mid-single digit) to adjusted EPS within the first full year post closing.
06/01/2018
Triad announced Pinnacle’s move on May 31, and the hybrid RIA’s exit from LPL marks at least the sixth such practice to leave after the No. 1 IBD unveiled changes to its policies.
05/31/2018
The wirehouse’s new payout plan links payout not just to an advisor’s revenue but to asset and liability growth, the number of new clients an advisor brings on, and referrals to other units of Bank of America, Merrill Lynch’s parent comp
05/30/2018
Asset Manager Celebrated for Its Excellence in the US, Canadian and Latin American Institutional Derivatives Markets