08/23/2016
Sparking Hope Through Philanthropy
In disheartening and divisive times, charitable acts can enable your clients to view the glass as “half full”
Wealth and Asset Management
08/23/2016
JP Morgan's Wealthy Asset Management Clients Left to Figure How Much Bank's Self- Dealing Cost Them
The state said that as a result of the failure to disclose, the bank was operating “outside the standards of honesty and ethics generally accepted in the securities industry.
08/19/2016
Alleviating financial advisers' pain with account openings
The traditional process of signing on clients takes too long, unlike their online counterparts
08/18/2016
First Foundation has its roots in wealth management
Today, the 26-year-old First Foundation (it began as an investment advisory practice in 1990) is a multi-service institution that provides a variety of services.
08/18/2016
Asset Managers Change Direction as Index Funds Break Out
The majority of asset managers are trailing the S&P 500 so far in 2016. A big reason for that underperformance is the emergence of index funds.
08/18/2016
Voices Can wealth management help the next generation of investors?
A study from Jump$tart and Capital One showed that 79% of American parents see themselves as positive financial role models — yet 42% have not even discussed basic money skills with their children. Parents can’t teach what they don’t kno
08/18/2016
Wealth Adviser Daily Briefing: Dynasty Trusts, Cutting Cash
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
08/18/2016
Northern Trust Establishes Securities Lending and Foreign Exchange Services in Australia
Expansion of Capital Markets Business Supports Growth
08/18/2016
Meridian See Big Growth For Wealth Management
The credit union’s growing wealth management services will also be available to customers outside Ontario a year or two after the bank’s launch, says Meridian chief executive Bill Maurin.
08/17/2016
DriveWealth Expands API Portfolio with Wealth Management Services
DriveWealth has announced a number of wealth management partners in recent months.
08/16/2016
HighTower Opens Omaha Office with $500 Million Team
The HighTower Omaha team works closely with clients to identify investment goals and construct structured portfolios composed of high-quality investments.
08/15/2016
Heritage Circle taps affluent Africans’ growing demand for prestige brands
More than 90 percent boast senior management and C-level experiences in diverse disciplines, such as technology and media, banking, oil and gas, metals and mining, entertainment and entrepreneurship.
08/15/2016
Northern Trust: “Slow Growth Angst” Key Driver Behind Five-Year Return Forecasts for Investors
Market Outlook and Asset Class Return Expectations Released
08/15/2016
National Financial Network and Aegis Wealth Partners Merge to Create Regional Financial Powerhouse in Tri-state Area
New alliance creates a strong regional presence
08/14/2016
Wanted: Help handing out Buffett’s fortune
Over the past decade, at least 22,000 letters have crossed their collective desks
08/12/2016
Modernizing Trusts for Modernized Families
In the UHNW space, these claims can bring unwanted publicity.
08/12/2016
PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors
Advisors must have a minimum of seven years of experience to be considered.
08/11/2016
Clarfeld Ranked 6th, Top Boutique Advisor, Among Mega Firm Advisors on FORBES’ “America’s Top Wealth Advisors”
The FORBES article describes CLARFELD’s passion for estate and tax planning, investments; financial concierge services
08/10/2016
Citizens Wealth Management chases mass-affluent business
When compared to the overall U.S. population, the bank's concentration of mass-affluent clients is even more striking.
08/10/2016
National Advisors Announces Agreement with PDS Companies for Unique Asset Services
PDS services will be marketed through NA's National Advisors Concierge Services entity.