07/13/2015
The great wealth transfer is coming, putting advisers at risk
Advisory firms need to plan ahead to stem asset loss when kids gain control
Wealth and Asset Management
07/12/2015
Hilliard Lyons enlists Wharton School to train its advisers
As part of the program, Hilliard Lyons employees also will have the opportunity to sit for specific designations from the The College for Financial Planning
07/10/2015
Valda Partners Launches Pioneering Wealth Management and Advisory Firm
Our mission, and our market differentiator, is that when we say we drive business-focused legal solutions, we mean it
07/10/2015
Financial advisor firms need to position themselves to grab a bigger share of growth in the wealth management marketplace?
The trouble for many small, independent financial advisor practices is they are not yet positioned for rapid and significant growth.
07/10/2015
Founder of Providence Family Offices Receives Top Honors
This groundbreaking legislation codifies a method for families to establish a strong generational governance structure over their wealth.
07/09/2015
Big Recruiting Grabs Build Momentum for Raymond James
That grab was the largest in the firm's history.
07/09/2015
Wealthfront Slashes Minimums, But Growth Not Guaranteed
It's still early, but we can change this industry
07/09/2015
Private banker will help Webster follow the big money
The competition for wealthy customers’ money is heating up on the narrow streets of Boston’s Financial District. Just ask Christopher O’Connell.
07/09/2015
Colorado-Based Summit Wealth Group Expands to Memphis
The firm landed in Memphis thanks to a mix of factors.
07/09/2015
BT Wealth Management acquires Savannah investment firm
Financial terms of the transaction were not disclosed.
07/09/2015
Raymond James Not Joining the Robo Band Wagon
"Robos are not the threat that people fear," says Elwyn, who welcomes the development of the technology.
07/09/2015
Chinese wealth manager to list on the NYSE
China’s rapid growth in private wealth is a factor in Shanghai-based Jupai Holdings decision to launch an IPO.
07/09/2015
Wealth Adviser: The Case Against Client-Account Minimums
More alternative funds are on the way.
07/08/2015
UBS, Morgan Stanley Lead Wealth Managers With Record $2 Trillion
UBS Group AG and Morgan Stanley increased the assets they manage for the world’s wealthiest people to more than $2 trillion for the first time
07/08/2015
This Billionaire Is Building His Own All-Star Trading Team
We can be flexible, entrepreneurial and nimble
07/08/2015
US wealth managers catching up with UBS
This is a complex moment in the history of our industry
07/08/2015
Perspecta Trust Named Finalist for the STEP Private Client Awards 2015
Perspecta Trust today announced that it has been shortlisted as a finalist for the “Independent trust Company of the Year” award by the Society of Trust and Estate Practitioners’ Private Client Awards.
07/08/2015
Evanston Firm Doubles in Size With Acquisition
Kingsbury Capital, a wealth management firm, recently acquired Edwin C. Blitz Investments out of Northfield.
07/07/2015
Many Single-Family Offices Are Investing In Newer Hedge Funds And Maximizing These Relationships
Based on extensive studies with single-family offices, a solid percentage of them are capitalizing upon these scenarios faced by new hedge funds.
07/07/2015
New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.