11/10/2014
Lessons From The High End
At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and trusted advisors to the ultra-affluent.
11/10/2014
Moneyman tells of servicing NYC’s elite clients
The rich sure are different from you and Mark Mascia.
11/10/2014
The master who teaches the Merrill herd to graze on wheatgrass and chia
The mild aerobics were part of a three-day event orchestrated by Chris Johnson, a wellness guru who has gained influence under John Thiel's leadership of Bank of America's Merrill Lynch wealth management business.
11/10/2014
Whenever we discuss organisational structures and business models with our family office and private wealth management clients, one thing is very clear: regardless of size or complexity, these clients share a common desire to increase the efficiency of op
11/10/2014
As we look to grow our asset management capabilities, 1919 Investment Counsel fits perfectly within this goal
11/10/2014
When it comes to bonuses on Wall Street, a distinct pattern has begun to develop since the financial crisis: Traders are not getting the gravy anymore.
11/07/2014
Canaccord Genuity acquired the private-wealth management division of Eden Financial Ltd. for $20.8 million in 2012 to expand its business in the U.K. A year earlier, the firm purchased British brokerage Collins Stewart Hawkpoint Plc for $393 million.
11/07/2014
Battles between brokers and private bankers for very wealthy clients have always been fierce
Wells Fargo prods elite bankers, brokers to share more clients
11/07/2014
In the Fall 2014 issue of Progressive Asset Management’s newsletter, News & Views, Sallie Krawcheck discusses three important topics
11/06/2014
The firm saw assets under advisement grow 40 percent in the year ended on March 31, to $3.5 billion. In the prior year, its assets had doubled, Bloomberg Markets magazine will report in its December issue.
11/06/2014
In the second quarter of fiscal 2015, the quarter ended September 30, 2014, Canaccord Genuity Group Inc. generated $236.3 million in revenue.
11/06/2014
Family Office Exchange a global membership organization of private family enterprises, their family offices, and key advisors, bestowed the FOX Founders Award on four family office industry pioneers at the 25th Anniversary FOX Forum in Chicago on October
11/06/2014
Long-term funds had net sales of $631 million and money market funds had net redemptions of $62 million. Assets under management increased by 1.1 per cent.
11/04/2014
Lebenthal Wealth Advisors Continues to Grow Its Independent Advisor Model
Clay Skurdal Heads New Office Targeted to Economically Vibrant Region with Local Advisors Brent Lee and Brion Norby.
10/31/2014
Pagnato Karp Enhances Family Office Solutions With Acclaimed Client Strategist
"As a leading authority on best practices for ultra-high-net-worth individuals, families and family offices, Hannah will provide our clients with exceptional knowledge, leadership and expertise on the issues that are most important to them," sai
10/31/2014
Watch out for six hazards
10/31/2014
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.
10/31/2014
The wealthiest clients not only have more demands and needs across both sides of the balance sheet
10/31/2014
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 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.