03/16/2015
Cantor Fitzgerald Wealth Partners, an affiliate of Cantor Fitzgerald & Co., serves the private wealth market and retirement plan clients.
03/16/2015
The Chubb Group of Insurance Companies has received the Insurance Solution award from the Family Wealth Report
03/16/2015
The term smart money many times refers to the wealthy who use their financial resources to generate greater affluence
03/16/2015
What tax professionals' experience says about the future for financial advisers
03/13/2015
Moore, 53, was a financial services veteran who had just completed two years as CEO of LaSalle Bank in Chicago
03/13/2015
Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future
03/13/2015
Sallie Krawcheck left a powerful position on Wall Street to become a champion for women in business
03/13/2015
Most wealthy investors believe they know what wealth management services are, but they do not agree amongst themselves on all facets of the service.
03/12/2015
Bank of the West is committed to southern California and the Indian Wells community
03/12/2015
“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t
03/12/2015
Aside from achieving tax benefits, lifetime donors can witness the positive impact made possible by their generosity
03/12/2015
Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.
03/11/2015
Goodbye wealth management, hello financial life management
For professionals working with clients on life and investment choices, it's time for a new category to capture what they do
03/11/2015
Duran said the firm will embark on a multi-million-dollar rebranding of all the firm’s offices and communications
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
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
One of the London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
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.