02/18/2018
Wealth managers must go digital
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
Wealth and Asset Management
02/18/2018
Bill Gates Reveals His 2 Biggest Reasons For Giving Away His Fortune
Even before we got married, we talked about how we would eventually spend a lot of time on philanthropy.
02/17/2018
Few Wealthy Investors Deployed Cash in Meltdown, UBS Survey Says
Investors, business owners see market dip as temporary
02/16/2018
Academy Wealth Adviser Wins Five Star Wealth Manager Award
Rick Welch accomplishes what only a small percentage of wealth managers in the Philadelphia area have achieved.
02/16/2018
Goldman Sachs Growing its Wealth Management Business
Wealth management is still a relatively small part of Goldman Sachs, which had total revenues of $32.1 billion in 2017.
02/15/2018
Goldman Sachs Wants to Grow its FA Ranks 30% by 2020
“The world seems to be growing rich people faster than we can grow advisers to cover them,” Blankfein said, according to Business Insider.
02/14/2018
The world is minting millionaires quicker than Goldman Sachs can keep up with them — and it's making a fortune off of them
Goldman Sachs' private wealth management business is bustling, adding $17 billion in long-term assets in 2017.
02/14/2018
RIA snaps up Millie Capital Management
“Ross’s fiduciary mindset and his commitment to mitigating risk while promoting client success complements our approach to doing business.”
02/13/2018
In bitter dispute, Credit Suisse fights class-action suit by former brokers
She further argues that Laver and other litigants in the class-action suit who didn't take the offer to join Wells Fargo aren't owed anything because of the deals they reached with other firms.
02/13/2018
The Best Way For Trusts And Estates Lawyers To Source New Wealthy Clients
There are many ways to potentially source high-net-worth clients.
02/13/2018
PAM AWARDS: InvestEdge Named Best Reporting Solution
The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually.
02/13/2018
PAM AWARDS: Dynasty Financial Partners Wins 2018 Award
The PAM Awards are a much sought-after industry accolade, and Dynasty has now won seven PAM Awards since 2012.
02/13/2018
Canaccord Genuity Group Inc. Welcomes the Cash Management Group Led by Andrew Johns to its Canadian Wealth Management Platf
This addition supports the firm's objective of growing assets under management and administration, to enhance the long-term stability of its earnings potential.
02/12/2018
Raymond James Rolls Out Tool for Gathering Client Asset Data
Everplans’ primary business is now wealth managers who offer the platform to their clients, and the company already works with more than 50 advice firms, WealthManagement.com writes.
02/12/2018
Pam Awards: Key Private Bank Awarded 'Best Private Wealth Manager Overall'
The judges consisted of an independent panel of industry experts, who evaluated a mixture of qualitative and quantitative performance indicators to select the winners.
02/12/2018
Will Hunt Named To Century Club At Morgan Stanley Wealth Management
Mr. Hunt, who has been with Morgan Stanley Wealth Management since 2001, is a native of Chattanooga. He holds a bachelor’s degree from University of Louisiana Monroe.
02/12/2018
Bank of Nova Scotia Makes a Big Push Into Wealth Management
Scotiabank said it would pay for the 63-year-old, Montreal-based management firm “primarily” by issuing common shares
02/11/2018
Sterling Trustees Named One of America's Most Advisor-Friendly Trust Companies
The company is currently administers for more than $3.3 billion worth of client trust assets across 300 trusts and 120 families worldwide.
02/11/2018
Wells Fargo Insists Fed’s Growth Ban Won’t Impact its Wealth Management Accounts
And it’s not the growth cap put on Wells Fargo that will impact the company’s wealth management unit, bank analyst Richard Bove of Vertical Group tells the publication.
02/11/2018
Rewards and risks of managed account programs
The rise of managed investment accounts in the wealth management industry