10/18/2023
Stokes Family Office Named to Top RIA List by Forbes/SHOOK Research
The New Orleans-based financial firm ranks #40 and is the only Louisiana organization in the top 100 for the second consecutive year.
Wealth and Asset Management
10/18/2023
Diversification matters as conflicting forces pull on markets
Brent rose around 2% to USD 91.90, reflecting concern that a broader Middle East conflict could disrupt oil supplies.
10/17/2023
Family Office Finds Success With Flat Fee Structure
Alpha Capital is a multifamily office based in Greenwood Village, Colo., that serves some clients with $1 billion or more in assets. Campbell said he anticipates more firms moving to this type of fee structure.
10/17/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Grow Bearish on the Market
Yet investors appear optimistic on the economy
10/17/2023
Wilmington Wealth Management Firm Joins New York Conglomerate
Rockefeller touted the expertise Decision Point Wealth Partners will bring to Rockefeller in its release, stating the Wimington team has 120 years of combined experience in private wealth management.
10/17/2023
Wealth flight: should we care when the rich threaten to go into tax exile?
High earners often warn they will up and move when taxes are raised, but in the long term they are better off staying put
10/13/2023
J.P. Morgan Asset Management Launches New Fixed Income ETF: JBND
Aiming to outperform the Bloomberg US Aggregate Bond Index over a three to five year market cycle, JBND focuses on a value-driven approach that emphasizes intermediate bonds of the highest quality.
10/13/2023
Real Estate Mavericks David Attias and Christopher Rassam Join Nest Seekers International’s Burgeoning Office of Global Wealth
David and Christopher are the latest luxury real estate stars to join the exodus to Nest Seekers International
10/11/2023
Arizona-Based Goldman PFM Advisors Jump Ship to Other RIAs
One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.
10/10/2023
$4bn Swiss shop Brainvest merges with Brazilian multi-family office
The Swiss-based Brainvest has locked in a deal with multi-family office Enso as part of its plans to expand into Brazil.
10/10/2023
Richest 1% Increase Their Share of Post-Pandemic Wealth
The data paints the recent wage increases for lower-income and less educated workers in a new light, the report said.
10/10/2023
Kingswood US launches a New York banking office
The new office is situated in the refined Tower56 office complex at Park Avenue and 56th Street.
10/09/2023
The 2023 Family Office Impact Investing Roundup
With almost 20 years passed since the phrase ESG was coined, impact investing is no longer in its infancy and has proven viability and profitability.
10/09/2023
Safra: a family in turmoil over the will of the world’s richest banker
Joseph Safra helped build a $25bn global empire of banks, property and agribusiness based in Brazil. That inheritance is now the subject of a bitter court battle
10/06/2023
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management
10/06/2023
Vanguard bolsters headcount in Europe as profit grows 13%
Growth of UK platform helps boost asset management giant's coffers
10/05/2023
Markets undermined by rate worries
Instead, the rise in yields appears largely due to technical forces operating at the long and ultra-long end of the curve.
10/05/2023
Abberley to lead Raymond James and Charles Stanley UK wealth tie-up
A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.
10/04/2023
Wellington partners with iCapital to bring private funds to wealth managers
The asset manager follows the likes of BlackRock and Ardian by partnering with iCapital.
10/04/2023
Vyzer secures $6.3m in Seed funding to boost Wealth Management with AI
The platform goes beyond simply organizing and overseeing assets; it actively fosters their preservation and enhances portfolio growth potential, making wealth management accessible and understandable.