06/18/2019
Wealth manager launches new investment service for American ex-pats
The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).
06/18/2019
D.C.-area acquisition strengthens MAI’s athlete client offering, broadens geographic reach
06/18/2019
Firm plans to capitalize on industry’s private equity boom, raise stagnant stock price
06/18/2019
Six years in the making, Sun Life launches an independent institutional investment business.
06/16/2019
The new office will be led by Director Adam Zivitofsky.
06/14/2019
Pamela is a remarkable wealth advisor with a highly successful business
06/14/2019
The latest acquisition is Mariner's second in Houston.
06/14/2019
Although the average overall portfolio return was essentially zero (-0.2%), family offices were surprisingly satisfied with the results.
06/13/2019
Brokers in 2019 must generate six new household accounts over $250,000 to qualify for an extra 100-basis-point payout on revenue produced, up from a five-account target in the 2018 plan.
06/13/2019
Nathan Crair will join the Rockefeller Global Family Office as a Managing Director, with responsibility for recruiting and managing Private Wealth Advisors in the region.
06/13/2019
It's an honor to receive this recognition, but the accolades should go to our team
06/13/2019
People rise to the top of the agenda.
06/13/2019
Lightyear Capital-Backed Wealth Management Firm's Acquisition of Independent Financial Advisory Business with $1.3 Billion in Client Assets is its Twelfth in the last Six Years
06/12/2019
Both the Parr Murillo Group and the Rego Arias Group will specialize in providing financial and estate planning services to high-net-worth families and institutions in the U.S. and worldwide.
06/12/2019
EECU is not the only credit union in Texas to join CUSO.
06/12/2019
An expanded range of investment options, operational support, and client services through Sanctuary will enable us to maintain our client focus” and “grow successfully,” Westcoat says in the release.
06/11/2019
Agreement substantially increases scale of the Company's wealth management business in the region and establishes a significant platform for expansion in Australia
06/10/2019
Between last November and April, meanwhile, 109 advisors left UBS
06/07/2019
By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.
06/07/2019
Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?