05/15/2018
Is Envestnet’s market dominance also its weakness?
The always-opportunistic Envestnet insured itself a pole position in data aggregation and analytics, one of the sexiest tech areas in the business, by acquiring the innovative Silicon Valley firm Yodlee three years ago.
05/15/2018
Clients’ digital ways have advisers jumping headfirst into fintech
Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.
05/15/2018
Stifel Buys The Business Bank of St. Louis
Stifel buys Business Bancshares, John Hyland joins Bitwise and Yield Street is offering marine finance investments.
05/15/2018
Bank of Hawaii partners with Japan-based SMBC Trust Bank
The agreement includes discounted wire transfer services between Hawaii’s second-largest bank and SMBC Trust Bank
05/14/2018
As more and more single-family offices are participating in conclaves where entrepreneurs congregate, they are joining these gatherings while not disclosing they are single-family offices.
05/14/2018
Raimondi's new firm, launching with more than $600 million in client assets, offers bespoke portfolios and high-touch service
05/14/2018
Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months
05/11/2018
Family Office Risk Management in the Digital World
Many family offices manage wealth equivalent to that of a small or mid-size business (SMB), and they face similar technology needs.
05/11/2018
The winding road to future value creation
05/10/2018
To advisors not offering specialized services, Cannataro says the expansion of service offerings might seem out of their realm but they “better begin upgrading [their] offerings.
05/09/2018
Nobel Memorial Prize recipient Richard Thaler among industry leaders honored for outstanding contributions to the investment and wealth management industry
05/09/2018
Capital First focuses on special needs trusts—an area of growing interest for Pershing clients.
05/09/2018
Although there is tremendous upside potential, most lawyers and their firms will probably take very little – and in some cases, NO
05/09/2018
"Being a financial advisor is a great career for women, and I hope that lists like these encourage more women to enter what is still a largely male-dominated field.”
05/08/2018
Morningstar Direct for Wealth Management addresses the challenges wealth management professionals face including organizational alignment, disparate technology solutions, and changes in the regulatory environment.
05/08/2018
The report, Creating Wealth through Business Improvements, is based on a survey of 1,021 small business owners across the United States.
05/08/2018
The wealth management division was responsible for less than 25% of the company’s revenue in 2005, but since Gorman took over that has continually increased.
05/08/2018
There are some obvious ways to respond to this, of course.
05/08/2018
His triumph could barely have been more dramatic, with his Toyota TS050 Hybrid crossing the finish-line just 1.4 seconds ahead of the next car.
05/08/2018
SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure.