02/03/2015
Boston College’s Center on Wealth and Philanthropy, which has provided in-depth data and analysis on the charitable behavior of the very rich for 45 years, will close by the end of the year
02/03/2015
Nine financial counselors at The Colony Group have been named in the 2015 list of "Five Star Wealth Managers," comprised by Five Star Professional and published in the February issue of Boston Magazine.
02/02/2015
Accountants As Wealth Managers
Accountants who effectively deliver wealth management solutions with a deep understanding of their clientele can dramatically, if not exponentially, increase profits at their firms.
02/02/2015
Clearly, deal making by the ultra-wealthy appears to be a constant
02/02/2015
HighTower welcomes Patricia Pick to the VWG Wealth Management team
01/29/2015
The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers
01/29/2015
A scion of the Campbell Soup Co. family, Mr. Dorrance was the son of G. Morris Dorrance Jr., former CoreStates chairman, who was eulogized at his death in 2011 as "a banker with a heart." His grandfather was a prominent surgeon.
01/29/2015
First National Bank has been a leading provider of financial services in the north coast for close to 140 years
01/29/2015
Last year, for instance, the state received the welcome news that the federal government was planning on a significant expenditure of defense dollars in Connecticut.
01/27/2015
Which Top RIAs Have the Richest Client Accounts?
The size of an advisory firm, as measured by assets under management, doesn't always indicate the size of the clients that firm serves
01/27/2015
Family Office Review has announced Mack International as a short-list nominee for the prestigious Family Office Review Award in “Family Office Specialty Services Firm” category.
01/27/2015
As part of the transaction, Baker Street’s senior professionals have agreed to long-term commitments with the firm
01/27/2015
Greater attention is being paid to financial technology (fintech) and the online landscape of wealth management, with wirehouse advisers becoming more active in their use of social media to gain new clients and attract more assets.
01/26/2015
Continuing optimism was a key finding of Morgan Stanley Wealth Management’s semi-annual Investor Pulse Poll, which surveys a national sample of investors with investable assets of $100,000 or more, a third of whom have assets exceeding $1 million.
01/26/2015
As ultra-high net worth families from the US, Europe and Latin America face accelerating change and globalization in all aspects of their wealth management
01/26/2015
Winners will be announced at an awards dinner to be held on March 12, 2015 at the Mandarin Oriental in New York.
01/26/2015
When it comes to developing and investing in energy, high net-worth investors say. "all of the above," according to a recent poll conducted by Morgan Stanley Wealth Management.
01/26/2015
He strongly believes that more CIOs will advance to operations leadership posts among other roles above the CIO role due to the natural tendency for those who occupy the role to be highly networked, and equally comfortable in taking on risk through the de
01/25/2015
Approximately 150 Wunderlich associates are based in the New York area, the largest concentration in the firm's footprint.
01/23/2015
Recruiting remains robust ... so we should have a tailwind in that area