03/21/2017
Kestra Financial Wins Newly Formed Team with $250 Million in Assets
“Rob, Jeremy, Greg, Rob, and Debbie share a passion for offering clients a best-in-class experience"
Wealth and Asset Management
03/21/2017
How to Help High-Net-Worth Clients Plan for Blended Families
It’s important for advisers to move quickly as financial and estate matters can be tricky
03/21/2017
America was the only country where the number of billionaires grew last year
The greatest growth was in technology-sourced wealth.
03/20/2017
White Oaks Investment Management a 2017 International Fund Award Winner
The awarding company, Acquisition International (AI), commends the teams behind the winning firms, calling them “pioneering.”
03/17/2017
Handler Thayer, LLP Named Best Law Firm In The U.S. For Client Service
The fifth PAM award Handler Thayer has received in the past six years.
03/17/2017
JP Morgan Loses Vet Broker to Wells, Shifts Role of Private Bank Manager
He will manage upper-tier Wells brokers who the firm absorbed from Credit Suisse and who will move to the 39th floor of a building at 30 South Wacker Drive.
03/17/2017
Prime Meridian Capital Management Named Top Fund Manager in First Annual Lendit Awards
Specializing in peer-to-peer and marketplace lending strategies, Prime Meridian Capital Management Selected as 2017 Top Fund Manager.
03/17/2017
Merrill Lynch head of M&A Grant Chamberlain takes his leave
An experienced natural resources banker who ran the sale processes for Anglo American's Australian coal assets.
03/17/2017
More Merrill Departures: Recruiting Roundup
Raymond James adds an employee team, and HighTower grabs a breakaway duo; Triad recruits a group from Commonwealth
03/17/2017
Raymond James Grabs Another Wirehouse Team
This is the second major team to leave Merrill Lynch for Raymond James this month.
03/16/2017
World's biggest fund manager issues Darth Vader-style threat to oust bosses who ignore climate change
Over the course of 2017 we intend to engage companies most exposed to climate risk to understand their views on.
03/16/2017
Wealth Management Economies of Scale
That wealth management is a business predicated on scale is an oft-forgotten fundamental truth.
03/16/2017
Anne Shumadine Named Best Multi-Family Office Executive At The Family Wealth Report Awards 2017
Everyone at Signature has played a part in building the great company that was recognized.
03/15/2017
Advisors Must Understand Millennial Diversity
Advisors need to stop trying to target millennials as a whole, Focus partner MW Lomax acquires Westwood Group and Merrill hires an advisor away from BTG Pactual.
03/14/2017
Bank of the West Wealth Management Group Recognized by Private Asset Management Magazine and Family Wealth Report Magazine Awards
Wins Private Asset Management Magazine's Innovation Award in Private Banking; Highly Commended for Client Service.
03/14/2017
Citi Private Bank Recognized for Excellence in Private Banking
These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence
03/14/2017
Raymond James moves into benchmark stock index
"We are honored to be included with this prestigious group of companies,” said Chairman and CEO Paul Reilly.
03/14/2017
Merrill Lynch Wealth Management is First on Barron’s 2017 "America's Top 1,200 Advisors
Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year.
03/14/2017
HighTower Sets Rapid Pace for 2017 Growth with 4th New Team
He also works closely with clients' tax and legal advisors to help ensure that the team's recommendations align to help protect and grow clients' wealth.
03/14/2017
Are high-net-worth clients starting to prefer passive vehicles?
The Spectrem survey’s finding that younger wealthy investors hold ETFs in higher proportion than older investors do supports this.