11/17/2015
Focus Financial helps breakaway Merrill Lynch Advisors Launch new firm
The two have worked together at Merrill since 2006, serving clients in 40 states, though their client base is primarily concentrated in Massachusetts.
11/17/2015
More than one-third of Abbot Downing's 280 employees are based in Minneapolis.
11/17/2015
Commercial Real Estate can favorably impact an investors return given certain provisions in the IRS code, such as depreciation.
11/13/2015
Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.
11/12/2015
Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products
11/11/2015
UHNW buyers look for residences that are environmentally sustainable, technologically sophisticated, or that fit better with their personal and family needs.
11/11/2015
Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.
11/10/2015
Well, the truth hurts sometimes, whether it’s our truth or somebody else’s.
11/09/2015
Each of these affluent Americans today has a minimum of $1 million in investable assets; hundreds have at least $5 million.
11/09/2015
We have deep respect for the experience and talent of the management team
11/09/2015
Citigroup's top financial advisors are headed back to school.
11/06/2015
For such a restructuring, it has recruited experts in wealth management and investment consulting from the local talent pool and plans to additionally take on new hires.
11/06/2015
There is a lot of sophisticated analysis packed into Haefele’s seemingly innocuous remark.
11/05/2015
Providing research to the Wealth Management division is an exciting endeavor for our firm
11/05/2015
Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"
11/04/2015
The pace of technological change has posed a challenge for most family offices,” said Sara Hamilton
11/04/2015
He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.
11/04/2015
Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse
11/03/2015
The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.
11/03/2015
Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.