08/04/2015
Raymond James Snags $700M FiNet Team
A team that managed more than $700 million in client assets has signed on with Raymond James' independent channel, the firm said.
Wealth and Asset Management
08/03/2015
The answer is always 'yes' for those who serve the wealthy
They are paid to cater to every whim, anticipate every need and handle every detail, all while maintaining the utmost composure.
08/03/2015
7 Resources for Wealth Management Help
The average consumer would say wealth management is for the rich people
08/03/2015
WashingtonFirst Bankshares completes acquisition of 1st Portfolio Holding Corporation
The mortgage lending and wealth management businesses of 1st Portfolio Holding Corporation will continue to operate from their current location
08/03/2015
Merrill Lynch Goes After Foreign Clients in 29 Countries
Merrill Lynch’s parent company, Bank of America, sold its offshore wealth-management offices three years ago.
07/31/2015
UBS Donations To Clinton Foundation Upped After 2009 Swiss Deal
It might just be coincidental timing, but it sure looks bad.
07/31/2015
Analysis: Why Advisors Are Leaving Barclays
The deal to sell the wealth management operation to Stifel was supposed to come with 180 advisors managing about $56 billion in offices in 12 cities.
07/30/2015
Offering Wealthy Heirs Crash Courses on Art Problematic
Citigroup offers wealthy heirs an art auction crash course, but is it actually a good idea?
07/30/2015
Individual Investors and Family Offices are The Rising Power in Private Equity
The deal underlines the growing importance of being able to target individual investors – for now the wealthy, but eventually also mass market retail investors.
07/30/2015
The growing wealth gap that nobody is talking about
Young people have always been poor, but today's young people are poorer than most
07/30/2015
Merrill Plans Overseas Splash With New International Adviser Group
Brokerage to create specialized team of financial advisers to handle clients in 29 countries
07/30/2015
Stepping Up to Wealth Management
Taking a financial planning practice to the next level
07/30/2015
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for HNW clients — but should they get involved?
07/30/2015
Use Analytics to Make Financial Advice More Efficient
Yet few of them take the time to analyze that information to grow their business
07/30/2015
Serving America's Young Wealthy Requires an Industry Shift, According to SEI Report
Futurewealth Report Compares America's Young Emerging Wealthy With Global Peers and Older Counterparts
07/30/2015
A More Personalized Approach to Private Wealth
Like the finance industry as a whole, the private wealth sector is in the midst of a period of profound transition.
07/29/2015
LPL Assures Advisors up to 41 Percent Growth
LPL Financial is promising their advisors can grow their business up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform.
07/29/2015
Investacorp Adds Sound Asset Advisors, United Financial Wealth Management with $75 million in New Assets
We are thrilled that they chose to partner with Investacorp, where they can continue to grow and build a flourishing practice.
07/29/2015
Northern Trust to Manage Investment Program for Northland College
Northern Trust provides investment advice, asset servicing and other related services to help nonprofit organizations achieve their financial and philanthropic goals cost-effectively.
07/29/2015
RBC launches Emerging Markets Foreign Exchange Fund
RBC Emerging Markets Foreign Exchange Fund is suitable for clients who are looking for low duration, income yielding investments to diversify their portfolio.