02/09/2017
Mack International Receives 5th Nomination for Best Family Office Consulting Firm by Private Asset Management Magazine
The annual event rewards excellence and innovation for firms dedicated to private asset management.
Wealth and Asset Management
02/07/2017
Signature Family Wealth Advisors Finalist For Prestigious Industry Awards
This recognition is a testament to the hard work of the team over the past 12 months.
02/07/2017
RBC captures more than a dozen wealth management wins at 2017 Euromoney awards
Industry peers recognize RBC as the best Canadian private bank for 10th consecutive year
02/07/2017
Profile Software presents its latest version of Axia with enhanced Wealth Management and Family Office functionality
Private equity funds incorporate special static data
02/07/2017
Baltimore-area financial advisers react to Trump's hold on fiduciary rule
Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.
02/07/2017
BMO Asset Management to Launch New ETFs on NEO
BMO is a true leader when it comes to embracing innovation
02/06/2017
Most HNW Americans Lack Adequate Succession Plans
Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.
02/03/2017
Wealthfront Puts More ‘Robo’ Into Financial Planning
Robo advisors automatically create and manage portfolios made up of low cost exchange traded funds
02/03/2017
BankThink Millennials aren't the mystery they're made out to be
Millennials are characterized as “entitled,” “sheltered” and “narcissistic”
02/02/2017
Apocalypse insurance becomes popular among ultra-wealthy Americans
The Doomsday Clock was just moved forward by another 30 seconds, bringing us two and a half minutes to midnight.
02/02/2017
HighTower Welcomes Billion-Dollar Team in New York
Cognetic Capital's co-founders have almost 50 years of collective capital markets and family wealth advisory experience.
02/02/2017
JPMorgan Asset Seeks $10 Billion Slice of Aussie Pension Funds
Powered by a mandatory employer-funded savings plan for workers.
02/02/2017
Beacon Hill Private Wealth Launches in Summit, N.J.
Tomas Geoghegan, CFP, MBA, a former Merrill Lynch and Morgan Stanley executive, develops an independent firm designed for high net worth and family office clients. The firm is supported by BAM Advisor Services, a leading turnkey asset management provider.
02/02/2017
Brazil’s locals consolidate and fight for offshore
The two dominant wealth management operations, Itaú and Bradesco, bought the Brazilian banks of Citi and HSBC respectively.
02/01/2017
Americans Aren't Ready For The Great Wealth Transfer
When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.
02/01/2017
Bill Gates is going to become the world’s first trillionaire
We could get our first trillionaire in the next 25 years
02/01/2017
Chubb Launches Services in Canada for High Net Worth, Family Office Clients
Canadian homeowner customers with residences in the United States are familiar with Signature Suite.
02/01/2017
Cash held by global fund managers on the rise, BoAML survey
When the cash balance falls below 3.5%, a contrarian sell signal is generated.
02/01/2017
Private Banking Meets Cross-Selling for JPMorgan’s Wealthy Clients
There’s nothing illegal about cross-selling.
01/31/2017
Macro focus damaging returns in EMs
The multi-asset team have been adding to their emerging market exposure for more than a year.