12/15/2014
Northland Wealth Management, a recognized leader in the Canadian wealth management industry, is the first independent Canadian wealth management firm to be selected for nomination by Private Asset Management [PAM] Magazine's prestigious annual awards
12/14/2014
Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.
12/14/2014
When the Chesapeake Bay Foundation, the Johns Hopkins University and other Maryland nonprofits want to maximize the money they can spend in pursuit of their missions, they do what many wealthy individuals and businesses do.
12/12/2014
Cincinnati Financial will expand into states it didn't previously serve as it reaches out to wealthy customers.
12/12/2014
Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.
12/12/2014
Wealth management firm launches in Boca Raton
Investment firm Pure Wealth Advisors has launched in Boca Raton.
12/12/2014
Reports of the wirehouses' demise have been greatly exaggerated.
12/11/2014
Marcelo Alves of Miami, FL has been honored with a recognition by MIAMI Magazine in its selection of "2012 Miami Select Wealth Managers."
12/11/2014
Donor-advised funds run by huge money-management firms are exploding.
12/10/2014
To compete with private banks and legions of other firms jockeying for money from the super-wealthy, brokerage firms tell advisers to work more intensely with the rich
12/10/2014
Advisors Focus On Older Millionaires, Female Clients, Report Says
The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.
12/10/2014
Raymond James hits the Big Apple
They join several independent Raymond James locations already established in the city.
12/10/2014
Bitcoin Trust Wins 48,000 Silk Road Bitcoins Auctioned by US Marshals
Bitcoin Investment Trust, an investment fund focused on the digital currency for high net-worth individuals, has won the bidding for 48,000 Bitcoins auctioned last Thursday, Brendan O'Connor, managing director of the SecondMarket exchange, said on Tu
12/10/2014
Multi-family office shortlisted for Two PAM Awards
We are delighted to be acknowledged for our overall performance and for our exceptional client service offering
12/10/2014
There are opportunities for growth in that market for sure
12/09/2014
Wealth Advisory Veterans Steve Aucamp and Brian Pierson Will Co-Head the New Office
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