04/04/2017
Robo-advisors now seeking high net worth clients
Robo-advisors are not just for younger folks who don’t have much money to invest
Wealth and Asset Management
04/04/2017
Wealth Managers Using Tech to Catch Massive Asset Wave
Regtech, cloud solutions key to scaling advisors’ practices
04/04/2017
Role Is About Community Leadership
He has a head full of ideas and the professional experience to help him meet the challenge.
04/04/2017
New York Banking Royalty’s Heirs Are Unloading Art to Save the Family Estate
Country estate threatened after foundation bleeds money
04/04/2017
Evaluating And Maximizing Single-Family Office Deliverables
When it comes to deliverables aside from investment management, the attention to results, for instance, is commonly not given the attention that would be necessary to obtain optimal functioning.
04/03/2017
Citigroup’s drop in branch rankings highlights move upmarket
Lender falls out of the top 15 banks by branches in the US as it chases wealthy
04/03/2017
Morgan Stanley Wealth Unit’s Bank Gains 80K Clients
The program will be expanded to include typical retail bank features such as a debit card with access to an ATM, direct deposit, check writing, and online bill payment, with the debit card issued by UMB Bank.
03/31/2017
Philanthropists Are Pre-Qualified HNW Prospects
An alternate way of determining a person’s relative wealth is by examining the amount of money they donate to charity.
03/31/2017
Real Estate Investment from High Net Worth Individuals on the Rise in U.S.
Multifamily is Most Attractive Property Investment Type
03/31/2017
Merrill Lynch launches case against ex-Miami team members
The two flagged their intention to leave with client details and envoke the protocol when resigning from Merrill.
03/30/2017
Canadian Western CEO Sees M&A `Sweet Spot' for Wealth Management
It bought a franchise-financing business from General Electric Co. and a commercial lender, since renamed CWB Maxium Financial.
03/30/2017
UBS Asset `Doubling Down' on China's $8 Trillion Bond Market
Briscoe said that the inclusions are the “warning shot across the bow for everybody to get ready.”
03/30/2017
HSBC Global Asset Management Reopens Award-Winning Frontier Markets Fund to New Investors
Stock selection is driven by rigorous fundamental research that integrates Environment, Social, Governance factors.
03/29/2017
Richter Family Office expansion includes new Toronto office
Aging patriarchs and matriarchs want to ensure their wealth is protected and the in-coming generation of leaders is able to carry on their legacy.
03/29/2017
Asset Risk Consultants fill a void in Canada with new private client indices
There are a lot of data providers that compare fund managers and provide peer group analysis.
03/29/2017
Bond king Bill Gross agrees to settlement in lawsuit against Pimco, ending nasty dispute
Gross had sought damages of more than $200 million.
03/29/2017
BlackRock cuts managers and fees in active equity overhaul
The firm said the plan would save investors around $30 million per annum in lower fees.
03/29/2017
United Capital’s FinLife Partners Launch Exceeds Billion Dollar Target
Technology that enables human advice
03/29/2017
Wealth Management in 2017: Oh, the Humanity!
At the 2017 CFA Institute Wealth Management Conference, speakers explored different aspects of the adviser’s role and the ways that a human perspective can be applied to deliver value to clients.
03/28/2017
HighTower Concludes Dynamic First Quarter with Addition of 5th New Team
HighTower attracts exceptional financial advisors from every segment of the industry.