10/01/2015
AMG Wealth Partners Completes Investment in myCIO Wealth Partners
myCIO offers tailored portfolios and strategies designed to meet clients’ overall financial objectives
Wealth and Asset Management
10/01/2015
Washington Trust Wealth Management Selects Envestnet | Tamarac™ to Host Weston's Portfolio Management Platform
Advisor Xi is a web-based solution for independent financial advisors
10/01/2015
How Advisors Can Avoid the High Net Worth-Only Trap
To avoid the trap, advisors need to make a couple of major changes in their businesses.
09/30/2015
Brokers Managing $3.3 Billion Take Flight from Merrill Lynch
Seven Merrill advisers will form their own independent practice
09/30/2015
Goldman Sachs Asset Management Launches ActiveBeta®Emerging Markets EquityExchange-Traded Fund
Shares otherwise can be bought and sold only through exchange trading at market price (not NAV).
09/29/2015
BNY Mellon Wealth Management Software Failure - Novick & Associates
After nine months of unsuccessful attempts to fix the problem, and the trust reports continuing to show negative cash allocations of 30.58% and 29.60% in two of the Mercer accounts
09/29/2015
Global private wealth pushes past 100-trillion-euro mark
Spurred on by increased household saving, global private assets break the 100-trillion-euro barrier for the first time.
09/29/2015
Family Chateaux Launches Peer-To-Peer Family Office Investment Platform – Opens New Membership Level for High Net-Worth Investors and Family Offices
The Family Chateaux is a community aimed at redefining how family office professionals come together to identify and meet like-minded peers in order to share investment and business opportunities with one another.
09/28/2015
A Million Thanks: Pro Athletes Share the Wealth With Their Colleges
This month, the Golden State Warriors star Draymond Green announced a $3.1 million donation to Michigan State’s athletic department
09/28/2015
Qatar Investment Authority commits to $35bn US investment
With world economies, markets and currencies often moving in different cycles and rhythms, the importance of a globally diversified investment portfolio is central to QIA .
09/28/2015
Billionaires can now design their own private island
A bold set of designs have been floated for an outrageous man-made, private island.
09/27/2015
Thompson’s Turnaround at SunTrust’s Private Bank
How Joseph Thompson, the new CEO, is turning around Atlanta’s private bank.
09/27/2015
How private banks are tackling the financial and emotional issues that affect older parents
The fastest growing age group in the country consists of those 85 and older, as 75 million Americans sail past age 60 in the next 20 to 30 years.
09/26/2015
America’s Top 40 Wealth Management Firms
The big story in our wealthy managers list: slow growth. But Citigroup moves up two spots with a 19% increase in assets.
09/25/2015
Family Offices Pay More For Non-Family CEOs
The prevailing belief is that family office compensation is made up from performance-based bonuses or tax benefits.
09/25/2015
Marijuana Start-ups Pitch Their Dreams to High Net Worth Investors
ArcView's private group has already invested more than $52 million into cannabis sector
09/25/2015
How Wealth Managers Succeed in a Tech-Heavy Market
Indeed, the allures in the northern California wealth management market are plentiful: existing wealth, new wealth creation and money in motion after liquidity events.
09/25/2015
The 2015 Wealth Management Industry Awards Winners
The Industry Awards recognize forerunners of innovation and leadership
09/24/2015
Merger with Private Wealth Alliance strengthens institutional advisory presence for Independent Financial Partners
Overbey later became president of Colonial Bank's broker-dealer
09/24/2015
Stifel's 'Transformational Acquisitions' Fuel Muni Growth
The acquisition of the Barclays unit will further expand Stifel's public finance role