03/11/2015
In Rebranding, United Capital Hopes to Redefine ‘Wealth Management’
Duran said the firm will embark on a multi-million-dollar rebranding of all the firm’s offices and communications
Wealth and Asset Management
03/11/2015
The Ultra-Wealthy Are Increasingly Considering Private Placement Variable Annuities
Thinking longer-term, the affluent are looking for ways to invest while mitigating taxes on their investments. Hence, the growing appeal of private placement variable annuities.
03/10/2015
Reid Abedeen Wins Five Star Wealth Manager Award
Investment advisor Reid Abedeen, a partner at Safeguard Investment Advisory Group, LLC, won this year's Five Star Wealth Manager award for the Los Angeles region.
03/10/2015
RBC Global Asset Management Now Provides Investors With PFIC Reporting Statements For 2014 Tax Year
These statements are available on more than 70 RBC Funds
03/10/2015
US Broker Swoops For Charles Stanley Division
One of the London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
RBC’s David McKay Gets $5.94 Million for First Year as CEO
McKay’s pension value was C$5.23 million for 2014, due to a one-time compensation change when he became president and CEO, the Toronto-based bank said.
03/10/2015
Behavioral Finance in the Private Bank
The first, a liquidity portfolio, insulates a wealth creator’s immediate cash flow needs for three to five years holding, say, cash and short-term muni bonds.
03/09/2015
Wealth Management Madness 2015: Round 1 Recap
The closest contest came in the Establishment region, where last year’s champion, the CEO of UBS Group Americas Bob McCann, barely squeaked by Merrill Lynch Wealth Management top dog John Thiel; McCann won by just nine votes and now has to face Well
03/09/2015
Boomers mimic Warren Buffett when it comes to inheritances
Boomers are less likely than any other generation to pass on a large inheritance.
03/09/2015
Schwab raises eyebrows, new issues with robo-investment tool
The minimum investment is $5,000
03/09/2015
BNY Mellon hires from BofA to boost U.S. wealth management business
He has previously been senior investment strategist at Julius Baer Investment Management and chief investment strategist for JP Morgan's Global Private Bank.
03/08/2015
Is Art an Asset Class?
Art is one of the great ways to understand humanity
03/06/2015
Watch That Free Money for IRA Rollovers
Back in the day, you could walk into a bank to open a new account and walk out with a free toaster
03/05/2015
RCM Alternatives and Attain Capital Management to join forces
Both Chicago-based companies specialise in pairing high net-worth individuals, investment advisors, and institutional investors with commodity-focused managed futures investments through separately managed accounts and private funds.
03/05/2015
Want to Build Lasting Client Relationships? Be a 'Sticky Hub'
Sticky is bad when it’s on the bottom of your shoe, but priceless when it comes to building lasting relationships.
03/05/2015
What Advisors Need to Know About the New Age of Marketing
Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website
03/05/2015
Wealth management firm acquires webster groves investment firm
926’s President Charles Meyer and associate Elizabeth Thomas will retain their Webster Grove office now under the Plancorp name.
03/05/2015
Biggest Twin Cities wealth management firms
The 50 biggest metro-area wealth management firms collectively managed nearly $1 trillion, an 11 percent increase over the Business Journal's ranking last year.
03/05/2015
UBS Launches a New Philanthropy Offering for U.S. Clients
Established in 1999, the Foundation is a charitable grant-making vehicle
03/05/2015
LPL Adds Zions Bank to Its Platform
We were particularly impressed with LPL’s technology