09/02/2015
BMO Global Asset Management White Paper: A Case for Active Investing in Low Volatility Equity
The paper notes that as investor attention has turned increasingly toward outcome-based solutions
Wealth and Asset Management
09/02/2015
Most wealthy families see their fortunes disappear within a few generations
U.S. Trust recently surveyed high-net-worth individuals with more than $3-million in investable assets to find out how they are preparing the next generation for handling significant wealth.
09/01/2015
Steven Klimaszewski, CFP®, CFS® of J. Matrik Wealth Management Honored With the 2015 Five Star Wealth Manager Award
Steven Klimaszewski, CFP®, CFS® named one of Weschester's outstanding wealth managers.
08/31/2015
SYZ Group: Royal Bank of Canada (Suisse) SA becomes Banque SYZ Suisse SA
The acquisition was entirely financed by internal resources, demonstrating the SYZ Group's sound financial position.
08/31/2015
New Independent Advisory Firm launched
“We are delighted that, as an independent firm, we have the freedom and ability to choose any strategic partner firms – from institutional research to world-class custodians – to give our clients a heightened level of service and a broad
08/31/2015
Tiedemann Wealth Management Recognized As Top Advisor For Second Consecutive Year
It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first
08/30/2015
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars
08/30/2015
Carlyle looks to sell Landmark Aviation for $1.7 billion
Carlyle initially looked at cashing out of Landmark via a stock market listing, but in the past few months has broadened out that process to include a possible outright sale.
08/28/2015
The Gurus' Financial Guru
The exposure has fueled the growth of Gupta Wealth Management and has raised Gupta’s profile within the industry.
08/27/2015
Using Tax Services as Lead Generation, Marketing Tool
Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.
08/26/2015
What Are Wealthy Investors Doing on YouTube?
Young affluent investors are heavily involved with YouTube and want to access financial information there.
08/26/2015
Multi-Family Offices Embrace Critical life Style Services
They need to understand their family clients and solve an extensive array of problems when they arise.
08/25/2015
Scepter Partners Forms Dedicated Merchant Bank for Sovereign Investors and Family Offices
The formation of Scepter’s merchant banking division creates one of the most experienced merchant banking specialists focused on family offices and sovereign wealth.
08/25/2015
Wealth Managers Say Stay the Course, Amid Market Dive
China devalued its currency two weeks ago and investors fear China's weakness could indicate weakness in other countries too.
08/23/2015
Bankers Play a Role as Family Businesses Contemplate the Future
Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.
08/23/2015
World's richest billionaires lose $182 billion in one week after NYSE plunges 500 points
The largest loss in the week overall went to Warren Buffett, an investor and the world's third wealthiest person, with a $3.6 billion loss in fortune over seven days.
08/21/2015
Richardson GMP scoops up CQI Capital, plans relaunch of asset manager
This is an opportunity to gain access to really great money managers that are not available in Canada
08/21/2015
Big Data's High Value Prods Major Wealth Managers Into Alliance
SPReD, otherwise known as Securities Product Reference Data, is expected to launch within six to 12 months, the Journal report stated.
08/20/2015
The Colony Group Named to Inc. 5000 Fastest-Growing Companies
From 2011 to 2014, The Colony Group experienced revenue growth of 132% and increased its staff by 66%.
08/19/2015
NextShares wins its first adviser platform partner with Envestnet
An important milestone for a firm that wants active managers to fight back against the growth of index-tracking ETFs