10/31/2014
After Apparent CEO Suicide, 'Sharks Circling' Firm
Rivals say they are working to pick off Convergent Wealth Advisors clients following the apparent suicide of its former CEO and reports about irregularities at an outside fund he managed.
Wealth and Asset Management
10/31/2014
What Ultra-Wealthy Clients Really Need
The wealthiest clients not only have more demands and needs across both sides of the balance sheet
10/31/2014
State Street Global Advisors Names New Creative Agency
McCann Erickson continued its new-business streak with the agency's New York office appointment as the new creative lead for State Street Global Advisors.
10/30/2014
McGee Wealth Management Chair/CEO named Top Women Financial Advisor for Fiscal Years 2013 and 2014 by Raymond James
McGee Wealth Management announces that Chair/CEO Judith McGee L.H.D., C.F.P, was named Top Women Financial Advisor for fiscal years 2013 and 2014 by the Raymond James Network for Women Advisors.
10/30/2014
When The Super-Talented And The Super-Rich Are Super-Stupid
The Ultra-Wealthy Almost Always Make Bad Situations Worse When They “Duck And Cover”
10/30/2014
Northern Trust Named 'Best Private Bank in the USA'
Northern Trust, a leading provider of Wealth Management services for affluent individuals, families and family offices, was also named Best Private Bank for Socially Responsible Investing.
10/30/2014
RBC named "Best Private Bank in Canada"
Awards recognize RBC's continued excellence in wealth management
10/29/2014
V-Rooms Announces Pre-Launch of M&A Global Deal Market
V-Rooms announces the pre-launch of Global Deal Market, a rated M&A deal marketplace exclusively for Family Office direct investments in private US based mature companies.
10/29/2014
Family Offices: Investing in the Future of Innovation
These transactions, often times labeled "Direct Investments", have historically been executed by Families Offices who have readily accessible capital to deploy and additionally, have had tremendous success building and developing companies acros
10/29/2014
Many Family Office "Imposters" In Wealth Management Industry, Papers Argues
Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.
10/28/2014
Family Offices to Gain from G7 Impact Investing Proposals
Leading impact investing families include the Brenninkmeijers, behind budget Dutch clothing retailer C&A
10/28/2014
Nelson & Nelson Wealth Management Joins Commonwealth Financial Network
Nelson & Nelson Wealth Management is an independent financial firm that has been helping clients establish and maintain their long-term financial goals since 1988.
10/28/2014
Financial Planning Firm Launches Independent RIA
Combines Access, Service and Technology in Hybrid Model
10/28/2014
Convergent Client Funds Safe After CEO's Apparent Suicide, Chairman Says
Client funds at a $8.6 billion RIA firm are safe following the apparent suicide of the company's CEO, says the firm's chairman, prominent wealth management executive Steve Lockshin.
10/28/2014
Wealthfront Closes A Big New Round As Competitors Crowd The Wealth Management Market
The automated wealth management firms (known as “robo-advisors”) that are bringing algorithmically enhanced services to the stodgy world of retirement planning are gearing up to go Terminator as competition intensifies.
10/28/2014
How Do Heirs Inherit Values Along with the Valuables?
A will and estate plan specifies the distribution of assets; more complex succession planning may include trusts and other structures to be passed to subsequent generations.
10/27/2014
From Life Insurance Agents To Wealth Managers
There was a time when life insurance agents provided life insurance, investment advisors provided money management, accountants did tax work, attorneys did legal work and so on and so forth.
10/26/2014
Top Advisor in Apparent Suicide as Fund Draws Questions
Convergent Wealth Advisors’ David Zier found dead after apparent irregularities are discovered in a fund he ran outside the firm
10/24/2014
AssetMark To Broaden Investment Offering Through Acquisition Of Aris Corporation of America
Aris will operate as a division of AssetMark. Advisors will see Aris as an investment choice alongside the other portfolio strategists offered through AssetMark's innovative investment platform.
10/24/2014
Canadian financial institutions have big advantages when it comes to attracting wealthy investors.
Royal Bank of Canada and its peers are devoting more effort to building private banking franchises everywhere from the U.S. to Asia.