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
03/21/2019
The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.
03/20/2019
The transaction, expected to close in the second quarter, is Janney’s second investment bank acquisition in less than 12 months, following the addition of HighBank Advisors in May 2018.
03/19/2019
BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.