06/05/2017
Canaccord Genuity Wealth Management reports $38.6 billion of assets
Excluding significant items, fourth quarter earnings per common share of $0.27
Wealth and Asset Management
06/05/2017
SEI Survey Exposes Gaps in Wealthy’s Investment Knowledge
Ultra-High-Net-Worth Misunderstand Investment Approaches
06/02/2017
Wealth Professional Awards winners revealed
Overall, the awards cut a wide swath across the financial industry, with winners in 20 categories drawn from all over Canada.
06/01/2017
UBS is changing how its army of financial advisers get paid
Advisers in the Swiss bank's Americas wealth management business now will be paid based solely on the amount of assets and not the volume of transactions or the products they recommend for retirement accounts, said Tom Naratil, who runs the operation
06/01/2017
Where the rich are finding second homes abroad
One main reason they really like it is because foreign real estate is a hard asset that they can touch.
05/31/2017
Citi Private Bank Issues New White Paper Family Offices and Cybersecurity
The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention
05/31/2017
Family Office Networks Launches Los Angeles Family Office Association
The group will celebrate its local kick off with an exclusive, invitation-only networking event this summer at the Beverly Hills Hotel.
05/30/2017
Lombard International signs joint venture in Mexico
We are delighted to be working with Lombard International.
05/30/2017
The beauty of trusts for real estate investing clients
The more flexible buckets in which clients’ assets are stored, the more opportunities to plan.
05/30/2017
The Simon Family-Office Solution
Why a single-family office in New Jersey merged with a traditional wealth-management firm, not a multifamily office.
05/30/2017
South Street’s Deal for Lebenthal Falls Through
South Street’s offer was expected to help end a challenging period for Lebenthal, which was founded in 2007 as a revival of the municipal bond trading shop
05/30/2017
As Merrill Lynch and Morgan Stanley cut back, what's next for recruiting deals?
If you are a wirehouse adviser who has counted a giant recruiting package as part of your net worth, you need to recalculate
05/27/2017
Raymond James' Saut Thinks Investors Are 'Profoundly Underinvested' In Stocks
Saut went on to suggest that the market's next notable catalyst would be tax reform from the White House.
05/26/2017
Private client firm acquires Merrill Lynch's international trust and wealth structuring business
The CEO expressed his delight at concluding this deal
05/26/2017
Wells Fargo to Boost Broker Sign-On Bonuses as Rivals Cut Back
The firm plans to offer competitive pay as its focuses on attracting more high-net worth clients.
05/25/2017
RBC Wealth Management net income up 12%
Wealth Management net income of $431 million was up $45 million or 12% from a year ago, mainly due to increased earnings resulting from growth in average fee-based client assets which benefited from favourable equity markets, and higher net interest incom
05/25/2017
With $25 million in funding, Prumentum Group is building a “hybrid robo” wealth manager
Over the last 18 months, the team behind Prumentum has been working on a dual-track strategy to provide a mix of technology and human advice
05/25/2017
How to Attract and Retain High Net Worth Clients
Differentiate yourself by customizing your services and focusing on holistic family planning, not just investments.
05/25/2017
Why JP Morgan AM is asset manager of the year
Our biggest award of the year went to JP Morgan Asset Management. It combined a robust ongoing business with definite strides in client engagement and product evolution.
05/24/2017
International advisory firm closes Miami office
This relocation is part of a strategic expansion that will allow us to take on more financial advisers