09/24/2015
Stifel's 'Transformational Acquisitions' Fuel Muni Growth
The acquisition of the Barclays unit will further expand Stifel's public finance role
Wealth and Asset Management
09/24/2015
Morgan Stanley: U.S. Consumers Are Doing "Dumb Things" With Money
This boom, however, is equally a warning sign that we are approaching the point at which everything starts heading downward.
09/24/2015
Rise of the Machines: Winners and Losers in the Robo-Adviser Battle
Traditional RIAs are worth their weight in gold for one simple reason: They save us from ourselves.
09/24/2015
Carter Braxton Worth on Deutsche Bank: 'Something's Wrong'
An important test will be whether any year-end rally is sufficient to break what bears contend is a new pattern that calls for any rallies to be considered selling opportunities.
09/23/2015
Two UBS Group Managing Directors Named to the 25 Most Powerful Women in Finance by American Banker
The 13th annual ranking recognizes women whose outstanding performance is driving change in the non-bank finance sector, including capital markets, asset management, investment banking and card networks.
09/22/2015
Why TIGER 21's Millionaire Members Are Still Pulling Away From Hedge Funds
TIGER 21's 300 members collectively manage approximately $30 billion in investable assets.
09/22/2015
Focus Partner Firm FFO Expands with Two Mergers
- FFO Opens New Office in California and Strengthens Tax Expertise -
09/22/2015
How Wealth Management Is a Lot Like Boxing
Despite everything I’ve learned from dodging left hooks, practicing undercuts and sparring with my peers, I believe this quote from Mike Tyson relates to all aspects of life: “Everyone has a plan until they get punched in the mouth.” It
09/22/2015
How Senior Executives Working For A Single-Family Office Can Maximize Their Personal Wealth
What’s very telling is that few senior executives are taking advantage of these opportunities.
09/22/2015
Berenberg plans push into UK and US amid global expansions
Berenberg is expanding its presence in the UK as new regulation shakes up the brokerage market.
09/22/2015
How UBS Spread the Pain of Puerto Rico's Debt Crisis to Clients
The Swiss bank packed pension bonds it underwrote into mutual funds it marketed on the island with a hard sell.
09/22/2015
Montello Wealth Creates the "New Model of Wealth Management"
Our unique platform provides a personal financial website that provides daily updates to your retirement plan.
09/21/2015
Asia Pacific Region has more millionaires than North America
High net worth individuals are those who have money with a minimum of $1 million to invest aside from primary assets.
09/18/2015
Taking A Closer Look At Hedge Fund Family Offices
The critics argue that its obvious that hedge fund managers should remain focused on their Hedge Funds and live by the results of their efforts.
09/17/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.
09/17/2015
UBS Loses Advisers Managing Nearly $775 Million
Advisers move to rivals Morgan Stanley and Raymond James Financial
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
For some time, single-family offices have been co-investing with other single-family offices, mostly in private companies.
09/17/2015
Strategic Wealth Partners Honored on Inc. 5000 List for Second Consecutive Year
Inc. magazine’s annual ranking lists the country’s fastest-growing private companies
09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.