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Wealth and Asset Management

12/16/2016

BMO Financial Group to step up investments in China

In the short term people would continue to see worrying pressures based on existing trends in the economy.

12/15/2016

Wealth Enhancement Group Continues Chicagoland Growth with Acquisition of CLA Financial Advisors

The firm has focused on developing its Chicago region since 2013.

12/15/2016

The Ellie Mae Inc Position Increased By The Merriman Weaalth Management LLC

Ellie Mae comprises approximately 1.3% of Merriman Wealth Management LLC’s portfolio

12/14/2016

FA Teams, Goals-Based Planning Win HNW Clients

Advisors speaking at the conference also offered tips on dealing with post-election uncertainty, the publication writes.

12/14/2016

Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business

Advisory firms should broaden their appeal to include younger generations of investors, including women

12/14/2016

TIGER 21 Launches Member Benefits Program

High-Net-Worth Group's 460+ Members to Receive Access to High-End Medical and Cyber Security Offerings

12/14/2016

FOX Compensation Study Finds Incentive Pay on the Rise for Family Offices

This year, professional-services firm Grant Thornton LLP helped FOX compile and expand the report, applying its deep insights into short- and long-term incentive plans.

12/14/2016

Citizens Bank Wealth Arm Hampered by Switch to Fee-Based Model

Bahnken has brought on more financial consultants and “relationship managers” to help serve clients with $500,000 to $2 million in liquid assets, according to the site.

12/13/2016

Donald Trump is Already Making Bank C.E.O.S Obscenely Rich

Goldman C.E.O. Lloyd Blankfein leads the way with an extra $140 million in his pocket.

12/12/2016

Argentina's wealth industry boosted from tax amnesty efforts

If they do so by the end of 2016, they pay a special tax of 10% on the undeclared amount.

12/12/2016

Wealth Effect: Identifying Unique Leaders to Run a Family Office

With millions and sometimes billion of dollars at stake and multiple generations involved, finding just the right leader to oversee a family office can be challenging.

12/12/2016

Michael Milken raises $5 million at charity fundraiser

Who spent his summer stumping for dollars to fund his Prostate Cancer Foundation.

12/12/2016

Stanford Investment Group to Join Aspiriant

The team from Stanford Investment Group will remain in its current office location in Mountain View, California.

12/09/2016

Women run fewer than 5% of hedge funds for large investors

Underrepresentation of females worse in alternatives than mainstream asset management

12/08/2016

Northern Trust Wins Award for Hedge Fund Administration

This award validates our emphasis on client-driven innovation and solutions to meet the complex and evolving needs of the hedge fund industry.

12/08/2016

'Scale is What Maked This Thing Work': IA Executive on Hollis Purchase

IA Clarington will absorb HollisWealth’s $34 billion in AUA, 800 licensed advisors, 400,000 active client accounts and 300-plus locations.

12/07/2016

Activists say J.P. Morgan and Bank of America Have a Big Gender Gap Problem

The investors, who have made headway on pay disparity with tech giants including Amazon and Apple, are trying to do the same in the finance sector.

12/07/2016

Industrial Alliance Poised to Become Wealth Management Giant

HollisWealth is one of the biggest wealth managers in Canada

12/07/2016

Sad! Hillary Clinton to host party and grieve with millionaire donors in one-time Trump hotel

The Plaza Hotel is quite a choice of location.

12/06/2016

Nicola Wealth Management's CEO, John Nicola announced as one of Canada's Most Admired CEOs of 2016

NWM's corporate culture was recognized in 2015

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