01/16/2018
The transition takes some of the load of managing the undisclosed sum off the shoulders of Massey, who said he’s been running his side of the family’s finances since his father died in 1994
01/16/2018
This charge is comprised of $19 billion related to the re-measurement of Citi's deferred tax assets arising from a lower U.S. corporate tax rate and shift to a territorial tax regime
01/16/2018
The 10 biggest gifts in 2017 totaled $10.2bn, more than double the amount in 2016, when the figure was around the $4.3bn mark.
01/16/2018
2017 was a record year on many measures for JPMorgan Chase as we added clients and customers and delivered record EPS
01/15/2018
Senior management at single-family offices is generally tasked with addressing a variety of financial and personal needs and wants of an ultra-wealthy family.
01/11/2018
The texting works on both Apple and Android devices as well as web interface.
01/11/2018
Northern Trust will continue to provide middle office and fund administration services for Citadel’s funds.
01/10/2018
Over that 5-year period, Ferraris, Porsches, McLarens, Aston Martins and Lamborghinis have continued as the most popular marques in the PFS portfolio of leased vehicles
01/10/2018
Denver Investments, which was founded in 1958, manages $7.2 billion in domestic and international equity, and core, long duration, and high-yield fixed income for institutions and wealth management clients.
01/09/2018
IT firm Mphasis has launched a new blockchain-enabled digital solution for the wealth management industry in collaboration with Loyakk, a blockchain platform provider.
01/09/2018
The firm has previously been named to Worth Magazine's list of Top Financial Advisors and Bloomberg Wealth Manager's list of Top Wealth Managers.
01/09/2018
The effort will be led by Doug Brigman and serve about 100 financial advisors in the area
01/09/2018
What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high as 65 percent?
01/04/2018
Compass is a fee-only wealth management firm with $240 million in assets under management.
01/04/2018
Strategic Wealth Partners Expands Reach
Chicago Area Wealth Management Firm Expands Footprint into Milwaukee Market
01/04/2018
RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections
01/02/2018
Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts
01/02/2018
The spectre of collusion may not hang over the US wealth industry for much longer.
01/02/2018
The move will supposedly let Citi “continue to invest in our growing team of award-winning financial advisers
12/30/2017
We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.