01/25/2017
RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®
The new system allows advisors to better help clients identify, quantify and prioritize their goals.
Wealth and Asset Management
01/25/2017
Family offices see event driven hedge funds, emerging markets as promising in 2017
The result of the survey revealed a diverging outlook for 2017 taken by managers, family offices and funds of funds.
01/24/2017
Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry
Wealth Access innovative platform has been recognized with multi-awards in 2016.
01/24/2017
Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firmms For 2017
Regulatory changes and technological advances are shifting the wealth management landscape
01/24/2017
Single-Family Offices Are Hiring Hedge Fund And Private Equity Investment Talent
There are many attraction of single-family offices to these proven investment professionals
01/23/2017
Merger activity for independent US wealth managers up 10%
The actual number is likely much higher, the study found.
01/20/2017
Lazard Asset Management Launches Real Assets Fund
The Multi-Asset team manages more than $4.2 billion in assets across a wide range of solutions tailored to meet each client's specific needs.
01/20/2017
Where Is Ken Fisher Spending His Billions- and Why?
What can you fathom others find unfathomable?
01/20/2017
RBC recognized as 'Best Trade Finance Provider in Canada' for fifth consecutive year by Global Finance magazine
The winners were selected by the Global Finance editorial review board and based on input from industry analysts, corporate executives and technology experts.
01/20/2017
J.P. Morgan CEO to Get $28 Million in 2016 Compensation
His base salary is unchanged at $1.5 million, according to the filing.
01/19/2017
Cincinnati money managers merge with national firm
The Haires and Mitchell have plenty of experience in wealth management for high-net-worth individuals and families.
01/19/2017
Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)
"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"
01/19/2017
Boston wealth manager acquires 5th firm in as many years
The firms have long admired each other and shared similar values
01/19/2017
Canada's Royal Bank boosts focus on AI with new research lab
A type of machine learning that uses reward and punishment.
01/18/2017
HighTower Adds $1 Billion Firm
Fortress Wealth Planning provides individuals and families with financial planning services
01/18/2017
PagnatoKarp Scales Concierge Services for High Net Worth Clients with New PK Perks Program
Services include travel and entertainment recommendations and exclusive discounts on transportation and fine gifts.
01/18/2017
Wall Street is witnessing a 'third wave of computerization'
Automated investment services utilize algorithms to manage and allocate people's assets
01/18/2017
Opportunity Network Shortlisted for “Best New Product for HNW Advisory” Award by Private Asset Management
Selection based upon the FinTech firm's innovative global investment matchmaking platform for family business owners and high net worth investors
01/13/2017
Millennials Demand More Advisor Efficiency
We have a way to do a screen share with the client so they can be at home and we can be at the office and share ideas.
01/13/2017
Women advisers not attracting as many assets as male colleagues
Females in RIA channels especially coming up short