05/03/2016
The transaction closely follows Wealth Enhancement Group's March announcement of its acquisition of HHG & Company, LLC, an independent RIA with over $1 billion in client assets based in Darien, CT, in a transaction scheduled to close in the third
05/03/2016
In their efforts to jam the square peg of financial theory into the round hole of human nature, economists have perpetrated some pretty stupid things.
05/02/2016
Financial advisory practices are small businesses. As such, they face the issues most small business face and one of those issues is succession. Only 30 percent have succession plans and many of those plans are of dubious quality.
05/02/2016
Based on a study of 803 financial advisors, around 45 percent of them were either wealth managers of multi-family offices.
04/29/2016
Mack International Founder and President Linda Mack and WE Family Offices Managing Partner Michael Zeuner have teamed up to write an article to stress the importance of the "quarterback" role in family wealth.
04/29/2016
The rich used to dream of having their children grow up to be president of the US.
04/29/2016
The agreement will see eShore market and sell the IPBS system in a number of international offshore financial centres where they have an established presence.
04/29/2016
Natixis Recognized for Excellence in Advisor Support and for Offering Broad Solutions to Investors
04/29/2016
An analyst in Zurich suggested that EFG would also be grappling with higher legal costs.
04/28/2016
New Center Provides Wealth Management Products and Services for High-Net-Worth Individuals, Business Owners and Affluent Families
04/27/2016
The Hedge Fund Sales Team is comprised of senior Private Bank professionals with extensive hedge fund and capital markets experience providing highly customized strategies to an increasingly important client segment.
04/25/2016
Ex-Berkshire executive David Sokol is pushing Middleburg Financial to put itself up for sale
04/22/2016
Delgass notes that while Sontag may be one of the older RIAs in the country, it is making waves with its new hybrid “robo”-advisory product
04/20/2016
Wirehouses and banks lean too heavily on intra-channel recruiting, which could lead to slower growth.
04/20/2016
The ultra-wealthy, including family offices and some billionaires who are not in the music business in any way, are taking hard looks at acquiring music catalogs as long-term investments.
04/19/2016
News and views from Citco on alternative industry developments
04/19/2016
The possibility of a music catalog being profitable increases when specialists in the field are involved.
04/18/2016
Dworak and Beukelman joined the firm in 2008, and were part of Morgan Stanley prior to UBS. Both Dworak and Beukelman are certified investment management analysts, senior portfolio managers and manage their respective private wealth management teams at UB
04/17/2016
The team, operating as Hameline Wealth Management, includes support staff Brenda Kelley and Virginia Williamson, and is in South Burlington, Vt.
04/17/2016
Out of 220 it looked at, about half were hired, spokesman says