04/09/2014
JPM soft closes US small cap growth fund
The JPM US Small Cap Growth Fund moved to soft closure
Wealth and Asset Management
04/09/2014
Millionaires and Ultra High Net Worth Bask in Market Recovery, Mass Affluent Investors Are Disgruntled
New Study Shows Mass Affluent, Millionaire and Ultra High Net Worth Investors' Attitudes and Concerns About Advisors and Investments in 2014
04/09/2014
AlphaNorth's Hedge Fund Back on Top - Ranked #1 in Globefund Database Over the Past 5 Years
The Fund's Class F returned 43.4% annualized over the past five years for the period ending February 28, 2014.
04/09/2014
GenSpring AUM Plunges as Executive Exits Continue
John Devine, the president of GenSpring since 2002, has left the firm, according to a company spokesman, and now identifies himself on his LinkedIn profile as partner and strategic advisor at Brown Advisory.
04/08/2014
Wealth Structuring 20:20 by Appleby Global
A feature publication that aims to tap into the issues facing high net worth individuals and their advisers
04/08/2014
SEI Launches Innovative New Website for Private Wealth Management Clients
The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective.
04/07/2014
Wealth and asset management: 2014 key themes
Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:
04/07/2014
Evercore Wealth Management Expands to Florida, Names Three New Partners
The new office, based in Tampa, will serve clients in Florida and the southeast United States. The three partners join Evercore Wealth Management from GenSpring Family Offices and its affiliate, SunTrust Bank.
04/04/2014
Barclays hit with departures of international advisers
Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business
04/03/2014
Canada's super-rich increase their share of country's wealth
Canada's 86 richest families and individuals own as much as poorest 11.4 million
04/03/2014
Service Delivery Trumps Service Offerings as Biggest Differentiator at Leading Wealth Management Firms
Industry Leaders Identify the State of the Art in Family Wealth Management
04/02/2014
Family History Team Joins Abbot Downing to Open NY Wealth Office
Clients across the country have responded very favorably to Abbot Downing
04/01/2014
Demographics Provoke Wealth Firms to Undertake Wholesale Transformation
Sometimes change just explodes all around us, like in Venezuela and the Ukraine.
04/01/2014
Changing Course: The Wealth Management Industry Confronts Its Challenges
The UBS exec is hardly alone in terms of envisioning a greater role for holistic advice.
04/01/2014
Conning agrees to purchase Insurance Asset Management Business
Conning, a global insurance asset management firm, has signed a definitive agreement with Brookfield Investment Management to purchase certain assets of Brookfield’s Core Fixed Income Insurance Business, for an undisclosed sum.
04/01/2014
Sun Life targets wealthier investors with lower-fee funds
Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.
03/31/2014
Newcomers and Natives in the Land of Wealth
Understanding HNW clients may be easier once you know whether they’re natives or immigrants to wealth
03/31/2014
Private wealth manager partners with Wilshire
"Our shared vision and purpose makes this partnership very exciting."
03/31/2014
Bank of Texas' growing wealth management focus makes MBM Advisors deal a good fit
Texas Dow Employees Credit Union is partnering with James E. Bashaw and Co. to increase its wealth management options
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually