05/21/2018
Family Offices Need Real Estate Due Diligence That's Real
If you were to ask a non-real estate family to examine a deal in their own field, they could size up the opportunity in a matter of minutes.
Wealth and Asset Management
05/21/2018
Kestra Nabs $300M FA Team from Wells Fargo Advisors
“We’ve worked for years to develop and deepen our client relationships, even serving up to three generations of families, and believe moving toward independence will allow those relationships to grow,” Steve Battel says in the press rele
05/21/2018
JPMorgan opens alternative investments to those with US$100k
The JPM AM platform provides alternative investments such as hedge funds, real estate deals and private equity vehicles to high-net worth individuals.
05/17/2018
New Envestnet Insurance Exchange Integrates Insurance Solutions into Wealth Management Practice
Insurance solutions offer several advantages to goals-based investing including: tax deferral, death benefits, guaranteed income, principle protection and estate planning.
05/17/2018
RBC Wealth Management Aims to Build Diverse Advisor Force
The firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
05/16/2018
The winners: Top Women in Asset Management Awards
The #MeToo movement has helped to not only uncover egregious abuses
05/16/2018
Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts
Boeding’s Epiq Capital will cater to ultra-wealthy clientele
05/15/2018
Is Envestnet’s market dominance also its weakness?
The always-opportunistic Envestnet insured itself a pole position in data aggregation and analytics, one of the sexiest tech areas in the business, by acquiring the innovative Silicon Valley firm Yodlee three years ago.
05/15/2018
Clients’ digital ways have advisers jumping headfirst into fintech
Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.
05/15/2018
Stifel Buys The Business Bank of St. Louis
Stifel buys Business Bancshares, John Hyland joins Bitwise and Yield Street is offering marine finance investments.
05/15/2018
Bank of Hawaii partners with Japan-based SMBC Trust Bank
The agreement includes discounted wire transfer services between Hawaii’s second-largest bank and SMBC Trust Bank
05/14/2018
Single-Family Offices Clandestine Investments In Private Companies
As more and more single-family offices are participating in conclaves where entrepreneurs congregate, they are joining these gatherings while not disclosing they are single-family offices.
05/14/2018
Peter Raimondi and Partners Launch Dakota Wealth Management
Raimondi's new firm, launching with more than $600 million in client assets, offers bespoke portfolios and high-touch service
05/14/2018
Bremer Bank Adopts SEI Wealth Platform
Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months
05/11/2018
Family Office Risk Management in the Digital World
Many family offices manage wealth equivalent to that of a small or mid-size business (SMB), and they face similar technology needs.
05/11/2018
The Deloitte International Wealth Management Centre Ranking 2018
The winding road to future value creation
05/10/2018
These Specialized Services are Key to Serving High Net Worth Clients
To advisors not offering specialized services, Cannataro says the expansion of service offerings might seem out of their realm but they “better begin upgrading [their] offerings.
05/09/2018
Investments & Wealth Institute Awards Recognize Outstanding Achievement in Investment and Wealth Management Industry
Nobel Memorial Prize recipient Richard Thaler among industry leaders honored for outstanding contributions to the investment and wealth management industry
05/09/2018
BNY Mellon's Pershing Adds Capital First Trust Company to Its Trust Network
Capital First focuses on special needs trusts—an area of growing interest for Pershing clients.
05/09/2018
In 2018 Business-Savvy Trusts And Estates Lawyers Have Two High-Class Problems
Although there is tremendous upside potential, most lawyers and their firms will probably take very little – and in some cases, NO