05/18/2015
LPL Financial Offers to Pay Hybrids to Move Assets …
Independent broker-dealer LPL Financial wants to goose its internal TAMPs — or turnkey asset-management programs — by paying its hybrid affiliates to put assets on them
Wealth and Asset Management
05/18/2015
Linda C. Mack Named One of the 50 Most Influential Women in Private Wealth
Recommendations for inclusions were taken from across the board
05/15/2015
Using Debt in Retirement - Morgan Stanley wealth manager
Debate about debt and retirement couldn’t be more timely.
05/14/2015
Natixis Global Asset Management Named Winner of Kolbe Corp Conative Excellence Award
The award honors an organization for using the Kolbe SystemTM of instinctive strengths assessment to achieve positive, quantifiable results in major projects.
05/14/2015
Douglas Elliman launches sports and entertainment division
Douglas Elliman Real Estate has launched a new international division to provide brokerage services to ultra-high-net-worth clients in the sports and entertainment industries
05/14/2015
Forbes Reveals Top Quartile Status of Convergent Wealth Advisors
Convergent ranks #14 in Top 100 Wealth Managers Nationally
05/14/2015
Guiding Wealthy Retirees on Health Expenses
They realize fate could determine the quality of their retirement more than their lifetime of planning.
05/14/2015
Putting Family In The Family Office Equation
For many successful entrepreneurs this runs counter to their DNA
05/14/2015
Does Yale Need Another $150 Million?
It already has plenty of snazzy performing arts centers on campus.
05/14/2015
Morgan Stanley Wealth Management Partners with EverFi to Launch New Digital Financial Education Program – Morgan Stanley Financially Fit
We are pleased to partner with EverFi to provide this interactive financial education program to our clients and their families through our financial advisors
05/13/2015
Seattle-based wealth manager acquires private investment advisory group
Both firms are Seattle-based comprehensive wealth management platforms.
05/13/2015
What Does A $30 Trillion Customer Service Experience Look Like?
Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I.
05/13/2015
Wealth Managers Abandon Active Strategies for Passive Investments
Poor returns on hedge funds and other actively managed vehicles have helped drive a shift away from pursuing alpha.
05/13/2015
7 Ways Wealth Management Client Attitudes Are Shifting
The growth of these new entrants has gotten the attention of incumbent players like Charles Schwab, which executed a smart fast follow strategy with its “Intelligent Portfolios” offering.
05/13/2015
BMO Private Banking Introduces new all-in-one service catered to HNW's
New program includes a customized wealth plan and a full suite of services designed to evolve should circumstances change
05/13/2015
VisionQuest Wealth Management acquires Deckert Financial Management
The acquisition is the first step in VisionQuest's long-term plan for growth through acquisition in the Richmond area.
05/12/2015
New York brokerage launches division to target celebrities, athletes
Douglas Elliman Real Estate's 'Sports & Entertainment' division has international focus
05/12/2015
Columbia Pacific Wealth Management announces acquisition
Both firms are Seattle-based comprehensive wealth management platforms
05/11/2015
Second Swiss bank reaches deal under U.S. tax program
The program, launched in 2013, allows Swiss banks to avoid prosecution by disclosing cross-border activities that helped U.S. account holders conceal assets and income. Banks already under criminal investigation are excluded from the program.
05/11/2015
VisionQuest Wealth Management makes another acquisition
The collaboration between VisionQuest and the Soutiers enhance an already innovative financial services firm