01/05/2017
Genstar invests in newly formed insurance broker and wealth manager
The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.
01/05/2017
Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.
01/05/2017
Fidelity International is the first major foreign fund manager to get such a permission
01/04/2017
Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.
01/04/2017
Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.
01/04/2017
Countless studies show that clients respond best to these types of advisory practices.
01/02/2017
Firms managing large funds, hedge funds or broker-dealers or having disciplinary disclosures were excluded.
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