01/10/2017
Family Office Networks Expands Hedge Fund Platform
They want allocations from family offices but find them to be hard to identify and get in front of to tell their story.
01/09/2017
SEI Trade was designed to help private fund managers upgrade the investor and financial advisor experience
01/09/2017
He previously worked for UBS as a senior vice president and senior portfolio manager and served as a senior vice president at Goldman Sachs.
01/09/2017
Webster Wealth Advisors Win 5 Star Wealth Manager Award
The Five Star professional program is one of the largest and most widely published financial services award programs in North America.
01/09/2017
The table was laden with Chinese delicacies and $2,100 bottles of Château Lafite Rothschild.
01/09/2017
AdvicePeriod has just added its tenth partner, luring Todd Butler from Westcap Group, a Glendale, California RIA
01/09/2017
The result is a single-family office consortium.
01/06/2017
Many higher income investors comfortably reach their contribution limits halfway through the year, or sooner.
01/05/2017
Genstar invests in newly formed insurance broker and wealth manager
The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.
01/05/2017
Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.
01/05/2017
Fidelity International is the first major foreign fund manager to get such a permission
01/04/2017
Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.
01/04/2017
Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.
01/04/2017
Countless studies show that clients respond best to these types of advisory practices.
01/02/2017
Firms managing large funds, hedge funds or broker-dealers or having disciplinary disclosures were excluded.
12/30/2016
For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.
12/29/2016
News from 2016 on personal finance, retirement planning and investing
12/29/2016
The parts of the industry that are growing are having trouble finding qualified candidates.
12/28/2016
With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.
12/28/2016
Converting to a family office is a trend that we have been monitoring for some time