03/21/2018
“They’re bringing money from other sources into Morgan Stanley to invest,” he said, “so I don’t know if that means they’re fully invested, or whether we’re getting more share of their business.”
03/20/2018
The firm converted its partnership in the 1980s becoming one of the earliest multi-manager funds. A.W. Jones has maintained its family leadership for 70 years.
03/20/2018
Commenting on the move, Morgan Stanley managing director for wealth management Jaime Sobrepera said: “We are excited about our expansion in the Phoenix area given the diverse and talented market.
03/20/2018
In his role, Lumberg is responsible for leading a team in developing new markets to deploy the Envestnet platform and wealth advisory services.
03/20/2018
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
03/20/2018
Firm Leverages 70 Years of Asset Allocation, Investment Research & Manager Selection Experience to Offer Boutique Investment Advisory Services with a Focus on Alternatives
03/19/2018
Some seek stable investments that provide inflation protection and tax advantages, for example, while others are willing to take on more risk in secondary markets, the report says.
03/19/2018
“Wealthy people like to live in beautiful places and the coast of Florida is that in a big way,”
03/19/2018
By 2020, that amount is expected to rise to $22 trillion in the United States alone. Over the next two generations, women are anticipated to inherit 70% of transferrable wealth.
03/16/2018
Old Mutual has not responded to Citywire Americas request for more information
03/16/2018
Corbat’s annual compensation was cut six per cent to $15.5m the previous year after the bank missed financial performance targets and one-third of its voting shareholders voted against his prior pay.
03/15/2018
As part of the 2018 Family Wealth Report Awards, the Firm is Recognized in the Multi-Family Office (Up to and Including $2.5 billion AuM/AuA) Category
03/14/2018
The Bank of America brokerage arm says it will offer a wider range of wealth-management services
03/14/2018
Showcasing 'best of breed' providers in the global wealth management, private banking, and trusted advisor communities, the Family Wealth Report Awards are designed to recognize companies, teams and individuals which the prestigious panel of jud
03/13/2018
Changes in technology, regulation and the distribution of wealth are reshaping private banking throughout the America.
03/12/2018
As younger generations begin to take on greater responsibility for family finances, wealth management companies can also offer more than the standard wealth management functions including education and resources.
03/12/2018
UBS Financial Services dropped the amount of forgivable loans it gave out as signing bonuses in 2017 but boosted advisor pay, InvestmentNews writes.
03/12/2018
Wealthy millennials usher in ‘golden age’ of philanthropy; 44 percent of family businesses surveyed struggle with succession planning
03/12/2018
The associates program is designed to help keep the next generation of wealthy clients in the PNC fold.
03/09/2018
What happens when $42.2 million worth of rarities return to flood the zone?