12/09/2014
When You Should Fire Your Private Banker
Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.
12/09/2014
With Merrill Lynch, Blyth & Co. and Lehman Brothers, the firm formed the so-called Fearsome Foursome, which challenged the underwriting supremacy of Morgan Stanley (MS) and other old-line firms.
12/08/2014
Their $1 million bought them and their immediate families the chance to immigrate to the United States
12/08/2014
Where do the super rich go to manage their money? Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a
12/08/2014
You might call Cindy a wealthy woman. But she won’t.
12/08/2014
Morgan Stanley Launches The Institute of Family Wealth Management
The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.
12/08/2014
Acquisition Adds $250 Million to the Firm's Total Asset Under Management
12/08/2014
Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.
12/08/2014
For Celebrity Clients, Professionals and Wealthy individuals, Even Backroom Meetings With Judges Can Become Front Page News.
12/05/2014
Cleveland investment manager Carnegie Investment Counsel has launched its first true foray into Florida with the acquisition of Fort Myers-based Haisman Wealth Management.
12/05/2014
Fourth Generation of Glenmede Founders to Serve as Company Director
12/05/2014
The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."
12/05/2014
CIBC is eyeing acquisitions in the private banking and wealth management business south of the border, chief executive Victor Dodig said as the bank reported its fourth-quarter results.
12/05/2014
Newly Formed Barber Investment Partners and Avion Asset Management Both Plan to Aggressively Grow Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA
12/05/2014
For a few days each year, the Art Basel festival turns the affluent Florida city into the center of the wealth management universe.
12/05/2014
Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention.
12/05/2014
Wealthy investors continue to invest in hedge funds as an alternative to the stock market, seeking greater return on investment while shielding their portfolios against the volatile nature of stocks and bonds trading.
12/05/2014
It could be a passion for the arts, a sick family member or even a near-death experience. It's rare to find a Canadian without a personal connection to a charity.
12/05/2014
The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.
12/04/2014
Think about how you discuss philanthropy and charity with your family. Growing up in my family the act of charity was a modeled behaviour, even if it wasn’t discussed outright.