03/13/2015
Women in leadership: Two Portland opportunities to learn from a former Wall St. powerhouse
Sallie Krawcheck left a powerful position on Wall Street to become a champion for women in business
Wealth and Asset Management
03/13/2015
What Affluent Investors Know About Wealth Management bY Kent McDill
Most wealthy investors believe they know what wealth management services are, but they do not agree amongst themselves on all facets of the service.
03/12/2015
Bank of the West Opens Full Service Wealth Management & Banking Center
Bank of the West is committed to southern California and the Indian Wells community
03/12/2015
The Single-Family Office Evolution
“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t
03/12/2015
Benefits of lifetime charitable gifts can outweigh bequests, says Atlantic Trust
Aside from achieving tax benefits, lifetime donors can witness the positive impact made possible by their generosity
03/12/2015
Family Office Outlook 2015 - Handler Thayer
Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.
03/11/2015
Goodbye wealth management, hello financial life management
For professionals working with clients on life and investment choices, it's time for a new category to capture what they do
03/11/2015
In Rebranding, United Capital Hopes to Redefine ‘Wealth Management’
Duran said the firm will embark on a multi-million-dollar rebranding of all the firm’s offices and communications
03/11/2015
The Ultra-Wealthy Are Increasingly Considering Private Placement Variable Annuities
Thinking longer-term, the affluent are looking for ways to invest while mitigating taxes on their investments. Hence, the growing appeal of private placement variable annuities.
03/10/2015
Reid Abedeen Wins Five Star Wealth Manager Award
Investment advisor Reid Abedeen, a partner at Safeguard Investment Advisory Group, LLC, won this year's Five Star Wealth Manager award for the Los Angeles region.
03/10/2015
RBC Global Asset Management Now Provides Investors With PFIC Reporting Statements For 2014 Tax Year
These statements are available on more than 70 RBC Funds
03/10/2015
US Broker Swoops For Charles Stanley Division
One of the London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
RBC’s David McKay Gets $5.94 Million for First Year as CEO
McKay’s pension value was C$5.23 million for 2014, due to a one-time compensation change when he became president and CEO, the Toronto-based bank said.
03/10/2015
Behavioral Finance in the Private Bank
The first, a liquidity portfolio, insulates a wealth creator’s immediate cash flow needs for three to five years holding, say, cash and short-term muni bonds.
03/09/2015
Wealth Management Madness 2015: Round 1 Recap
The closest contest came in the Establishment region, where last year’s champion, the CEO of UBS Group Americas Bob McCann, barely squeaked by Merrill Lynch Wealth Management top dog John Thiel; McCann won by just nine votes and now has to face Well
03/09/2015
Boomers mimic Warren Buffett when it comes to inheritances
Boomers are less likely than any other generation to pass on a large inheritance.
03/09/2015
Schwab raises eyebrows, new issues with robo-investment tool
The minimum investment is $5,000
03/09/2015
BNY Mellon hires from BofA to boost U.S. wealth management business
He has previously been senior investment strategist at Julius Baer Investment Management and chief investment strategist for JP Morgan's Global Private Bank.
03/08/2015
Is Art an Asset Class?
Art is one of the great ways to understand humanity
03/06/2015
Watch That Free Money for IRA Rollovers
Back in the day, you could walk into a bank to open a new account and walk out with a free toaster