03/16/2015
Canadian banking veteran Gord Nixon pans IMF plan for oversight
As head of Canada’s largest bank, Gord Nixon had a front-row seat when the global financial system teetered on the brink in 2008,
Wealth and Asset Management
03/16/2015
Cantor Fitzgerald Wealth Partners' Pittsburgh Team Recognized as One of 2015 Top 100 Retirement Plan Advisors
Cantor Fitzgerald Wealth Partners, an affiliate of Cantor Fitzgerald & Co., serves the private wealth market and retirement plan clients.
03/16/2015
Chubb Wins Family Wealth Report Award
The Chubb Group of Insurance Companies has received the Insurance Solution award from the Family Wealth Report
03/16/2015
The Smart Money Is Getting Smarter
The term smart money many times refers to the wealthy who use their financial resources to generate greater affluence
03/16/2015
Robo-adviser frenzy: Apocalypse or rerun?
What tax professionals' experience says about the future for financial advisers
03/13/2015
What Really Led to LPL Exec's Exit
Moore, 53, was a financial services veteran who had just completed two years as CEO of LaSalle Bank in Chicago
03/13/2015
What Millennials Look for in a Wealth Advisor
Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future
03/13/2015
Women in leadership: Two Portland opportunities to learn from a former Wall St. powerhouse
Sallie Krawcheck left a powerful position on Wall Street to become a champion for women in business
03/13/2015
What Affluent Investors Know About Wealth Management bY Kent McDill
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 Opens Full Service Wealth Management & Banking Center
Bank of the West is committed to southern California and the Indian Wells community
03/12/2015
The Single-Family Office Evolution
“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
Benefits of lifetime charitable gifts can outweigh bequests, says Atlantic Trust
Aside from achieving tax benefits, lifetime donors can witness the positive impact made possible by their generosity
03/12/2015
Family Office Outlook 2015 - Handler Thayer
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
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
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.