01/11/2016
What is changing is the increasingly proactive approach many global single-family offices and many of the super-rich are taking to identify and engage high-caliber tax professionals.
01/11/2016
The firm, Art Agency, Partners, will lead a new fine art division within the auction house, focused mainly on 20th- and 21st-century art.
01/08/2016
This addition comes at the end of a year during which DFPG experienced a continual stream of new reps joining their firm.
01/07/2016
A financial adviser sprang into action when a wealthy client called from a dealership
01/07/2016
Charter schools were first created in Minnesota in 1992, touted as a way to promote innovation in public schools.
01/06/2016
US wealth manager merges with Family Office
Merger will support family office services with focus on sustainable and impact investing
01/06/2016
AMG Announces Investment in Baring Private Equity Asia
01/06/2016
Tulsa-based banking giant acquires wealth management firm
Financial terms of the deal were not disclosed.
01/06/2016
Bank of the West Wealth Management Group introduces a new donor-advised fund through its recently launched Family Wealth Advisors group.
01/06/2016
This deal brings Lebenthal’s total assets under management to $2.5 billion.
01/05/2016
Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.
01/05/2016
With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain
01/04/2016
The increasing importance of high-caliber tax experts working in-house is due to the incredible size of the personal fortunes involved
01/04/2016
Stifel Financial Corp. said Monday that it closed its buy of Eaton Partners LLC. Financial terms weren’t announced.
12/31/2015
New book teaches consumers how to select the right adviser
12/30/2015
While the bank has long offered wealth management services in nearby Colorado and Texas, among other areas, it's the first time it will have an actual team on the ground in New Mexico.
12/30/2015
The new array of services could ultimately include portfolio management, trust services and more
12/30/2015
The coming year will bring rapid changes in technology, regulations and M&A, among others.
12/29/2015
The richest people on Earth became a bit poorer this year.
12/28/2015
Kathryn Hayden selected for her outstanding leadership and commitment within her profession