09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.
Wealth and Asset Management
09/16/2015
New Wealth Management firm launched
The firm has joined LPL’s broker-dealer platform and will provide fee-based advisory services through Cornerstone Wealth Management LLC
09/15/2015
Follow The Money: Sniffing Out Hidden Wealth Management Fees
In these arrangements, the purported advisors are typically receiving income, related to their client activity, which stems from a source other than their clients.
09/15/2015
Pundits: The future looks bright for fee-based advisors
The future still belongs to registered investment advisors.
09/15/2015
Monument-based Integrity Bank spinning off wealth management
The funds have grown as investment advisers nationwide have found them attractive for wealthy clients
09/15/2015
Nine of world's biggest banks join to form blockchain partnership
It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin - a controversial, web-based "crytocurrency" - can be used in finance.
09/14/2015
Ex-UBS Wealth Head Unveils Platform for UHNW Advisors
“The wealth management business has changed dramatically over the past decade,”
09/14/2015
Wealth Management For Successful Art Collectors
The art market is booming, and many of the ultra-wealthy are building significant private collections.
09/14/2015
Identifying Factors Determining Single-Family Office Senior Executive Compensation
Analyzing these data sets results in identifying the factors producing these results.
09/14/2015
First Foundation Opens New Wealth Management Office
We now have a physical office from which to better serve the firm’s clients and attract new ones.
09/13/2015
Credit Suisse plans to sell U.S. private bank
The newspaper cited "insiders" as saying the bank's U.S. private banking business had around 100 billion Swiss francs ($103 billion) under management but was not making progress there, unlike rival UBS
09/10/2015
Family Office Exchange Announces 2015 FOX Fall Forum
FOX has been pioneering the examination of the experience families have as clients of their private family offices
09/10/2015
Charles S. Hallac, Co-President of BlackRock, Dies at 50
Mr. Hallac’s specialty was in operations and technology
09/10/2015
Arlington Family Offices Expands
Arlington Family Offices®, which offers comprehensive investment & wealth management and family office services to high net worth families, has announced an expansion into the Nashville market
09/09/2015
Network to Grow Your High-Net-Worth Business
New York Life has been helping high-net-worth clients grow and protect their wealth since 1845.
09/09/2015
Strategies to help reboot the wealth management business
To reboot profitability and position their firms for growth, wealth managers should go back to the fundamentals and re-examine where and how they compete.
09/09/2015
Birmingham wealth management firm expands into Nashville
The expansion comes as the result of a partnership with ETC Capital Management, LLC as of September 1, 2015.
09/09/2015
Ultra-Wealthy Entertainers Need Specialized Estate And Asset Protection Planning
Celebrities many times have multiple sources of wealth that are unique to their businesses.
09/09/2015
Beacon Pointe Wealth Advisors Nabs $300M Boston Firm
Cooper says that he was introduced to Mathers earlier this year by a friend at another company in the Boston area.
09/09/2015
FallLine Securities Launches First Wealth Management Platform Designed Exclusively for Elite Private Wealth Advisors
The firm provides everything Private Wealth Advisors need to launch and build their own independent hybrid Registered Investment Adviser firm