05/19/2015
Lovell Minnick completes Mercer sale
Lovell Minnick Partners has completed the sale of its portfolio company
Wealth and Asset Management
05/19/2015
Highly Profitable Practices For Accounting Firms
Wealth management is a practice area some accounting firms have done very well with
05/19/2015
RIA Acquirer Focus Financial Starts Share-Buyback Plan
When the offering is completed next month, Focus expects to have returned almost $300 million to its network shareholders since 2013.
05/18/2015
Brown Brothers Harriman is shaking up its private-banking business
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
Attrition and breakaways have shrunk head counts at wirehouses
Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace
05/18/2015
Obama could be worth as much as $6.9 million
Obama proposed eliminating those college savings accounts — known as 529 plans
05/18/2015
How To Keep Your Finger On Pulse Of World Events To Manage Risk
After nearly 28 years advising clients, Mulvihill has found that they often express curiosity about how global events might impact their investment portfolio.
05/18/2015
Bill And Hillary Have Become Persons Of High Net Worth
The financial reports will allow Hillary Clinton’s opponents from both parties to argue
05/18/2015
Rockefeller & Co. Invests to Save the Seas
The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources
05/18/2015
John Thiel: Learn from the past or lose out in the future
He's taking Merrill away from its traditions and moving toward goals-based management
05/18/2015
Finter Bank Zurich to pay $5.4 million in deal with U.S. over tax offenses
Finter Bank Zurich AG has agreed to pay $5.4 million in a deal with the Justice Department to resolve tax-related offenses
05/18/2015
Who 'Changed Everything' at Raymond James
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps
05/18/2015
LPL Financial Offers to Pay Hybrids to Move Assets …
Independent broker-dealer LPL Financial wants to goose its internal TAMPs — or turnkey asset-management programs — by paying its hybrid affiliates to put assets on them
05/18/2015
Linda C. Mack Named One of the 50 Most Influential Women in Private Wealth
Recommendations for inclusions were taken from across the board
05/15/2015
Using Debt in Retirement - Morgan Stanley wealth manager
Debate about debt and retirement couldn’t be more timely.
05/14/2015
Natixis Global Asset Management Named Winner of Kolbe Corp Conative Excellence Award
The award honors an organization for using the Kolbe SystemTM of instinctive strengths assessment to achieve positive, quantifiable results in major projects.
05/14/2015
Douglas Elliman launches sports and entertainment division
Douglas Elliman Real Estate has launched a new international division to provide brokerage services to ultra-high-net-worth clients in the sports and entertainment industries
05/14/2015
Forbes Reveals Top Quartile Status of Convergent Wealth Advisors
Convergent ranks #14 in Top 100 Wealth Managers Nationally
05/14/2015
Guiding Wealthy Retirees on Health Expenses
They realize fate could determine the quality of their retirement more than their lifetime of planning.
05/14/2015
Putting Family In The Family Office Equation
For many successful entrepreneurs this runs counter to their DNA