06/26/2015
In 1882, John D. Rockefeller established a family office, an organization of business and financial professionals charged with managing the growing portfolio of Rockefeller family investments.
06/26/2015
For financial advisers just starting out, the job can be brutal: Nonstop hang-ups and brutal put-downs from prospects, among other indignities.
06/25/2015
James Nelson of Cushman & Wakefield sat down with Arik Lifshitz, from DSA Property Group, David Shorenstein, from Silver Shore Properties, and Danny Fishman from GAIA ,to discuss their current projects, their business strategy and pricing in the city.
06/24/2015
Julius Baer Group Ltd., Switzerland’s third-largest wealth manager, will take a provision of $350 million by the end of the month to settle a U.S. criminal investigation into whether it helped Americans evade taxes.
06/24/2015
In today’s environment, a well-managed and proactive trusts and estates practice can be a very financial rewarding specialization. This is the case for the largest law firms as well as law firms with only a few partners.
06/22/2015
The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.