12/30/2016
Salem Five Financial acquires Newton financial adviser
For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.
12/30/2016
For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.
12/29/2016
News from 2016 on personal finance, retirement planning and investing
12/29/2016
The parts of the industry that are growing are having trouble finding qualified candidates.
12/28/2016
With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.
12/28/2016
Converting to a family office is a trend that we have been monitoring for some time
12/28/2016
The world’s wealthiest people are ending 2016 with $237 billion more than they had at the start
12/28/2016
Pretty remarkable given the start of the year.
12/23/2016
In other news, TD Ameritrade launches its first mobile app for long-term investors
12/22/2016
Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.
12/22/2016
There also has been a surge in the number of family offices and more sophisticated investors.
12/22/2016
Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.
12/22/2016
This number is projected to increase, spurred by the powerful U.S. economy
12/22/2016
Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and Expertise
12/20/2016
The way to overcome this trap is to provide value to the client
12/20/2016
Lisette Cooper ministers to the ultra rich
12/20/2016
Old Mutual is currently undergoing a “managed separation”, which will see OMAM, as well as Old Mutual Wealth, Old Mutual Emerging Markets and Nedbank separated
12/20/2016
Amnesty has been a big fiscal bonus for government in 2016; large inflows have been counterintuitively a net-negative for local AUM.
12/16/2016
Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year
12/16/2016
This annual industry award competition highlights the achievements of single- and multi-family offices
12/16/2016
In the short term people would continue to see worrying pressures based on existing trends in the economy.