08/15/2016
National Financial Network and Aegis Wealth Partners Merge to Create Regional Financial Powerhouse in Tri-state Area
New alliance creates a strong regional presence
Wealth and Asset Management
08/14/2016
Wanted: Help handing out Buffett’s fortune
Over the past decade, at least 22,000 letters have crossed their collective desks
08/12/2016
Modernizing Trusts for Modernized Families
In the UHNW space, these claims can bring unwanted publicity.
08/12/2016
PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors
Advisors must have a minimum of seven years of experience to be considered.
08/11/2016
Clarfeld Ranked 6th, Top Boutique Advisor, Among Mega Firm Advisors on FORBES’ “America’s Top Wealth Advisors”
The FORBES article describes CLARFELD’s passion for estate and tax planning, investments; financial concierge services
08/10/2016
Citizens Wealth Management chases mass-affluent business
When compared to the overall U.S. population, the bank's concentration of mass-affluent clients is even more striking.
08/10/2016
National Advisors Announces Agreement with PDS Companies for Unique Asset Services
PDS services will be marketed through NA's National Advisors Concierge Services entity.
08/10/2016
Prospera Financial Services expands team
Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Cordatus Wealth Management, LLC to the Firm; Adds 1.2 Billion in AUM
08/10/2016
The conversation clients need to have with their wealth managers
This distinction is important because these two sets of clients approach risk in a significantly different manner.
08/10/2016
Forbes Ranks Ric Edelman Among Top 10 Wealth Advisors in the Nation
The other firm, according to Forbes, has a $5 million household minimum, and a typical account size of $20 million, suggesting that the firm has just 275 clients.
08/09/2016
Besyata Investment Group acquires Washington Park Plaza in Chicago MSA for $32 million
Besyata believes investing in value-add real estate transactions is not only a risk averse solution, but also a prime opportunity to generate positive alpha
08/09/2016
U.S. Firm has Expansion Plans for Wealth Management in Thailand
The Eagle Gates Group expects to more than double its wealth-management staff in Asia over the next five years.
08/09/2016
Wells Fargo Asset Management expands quantitative offering with acquisition of Analytics Investors
Analytics Investors, which was founded in 1970, is the sub-advisor of 361 Capital, an investment firm specialising in liquid alternative mutual funds.
08/08/2016
Boston Private Wealth Lowers stake in JPMorgan Chase & Co.
The investment management company now holds a total of 832,865 shares of JPMorgan Chase & Co.
08/08/2016
US jobs: another positive payroll surprise
US activity is picking up pace
08/08/2016
Evercore Wealth Management Lowers stake in Polaris Industries
Evercore Wealth Management reduced its stake in Polaris Industries
08/08/2016
Some of Wall Street's biggest names have their eye on your savings
Out to win the savings of smaller investors
08/08/2016
Swiss banks feel threatened by LatAm tax clampdown
These Swiss rules helped the world's super-rich keep cash hidden from the taxman for decades.
08/08/2016
Tiedemann Wealth Management and Presidio Capital Advisors Combine Firms to Create Leading National Investment and Wealth Advisor
We take great pride in remaining committed to our private ownership structure and our completely objective approach to wealth management.
08/05/2016
Butterfield files for proposed IPO in US
The reverse share split is necessary for the bank to meet the NYSE listing rules that require securities to have an initial trading price of at least $4 per share.