05/01/2015
Caring for Valuables and Collectibles in the Afterlife
"Who Says You Can’t Take It With You?”
Wealth and Asset Management
05/01/2015
$63 million is 'too much' to leave heir, survey finds
For parents wondering how much is too much to leave their heirs, Merrill Lynch has a suggestion
05/01/2015
Here's what UBS's millionaire clients would do differently if they only had five years to live
FA Insights is a daily newsletter from Business Insider that delivers the top news and analysis for financial advisers
05/01/2015
Texan CTA firm separates from Morgan Stanley after 18 years
Recent regulatory changes stemming from the financial crisis led Warrington and Morgan to re-evaluate their long standing relationship and to allow Warrington to expand its business outside of the Morgan Stanley Wealth Management network.
05/01/2015
Don’t Underestimate the Robos
Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”
05/01/2015
Private Equity Wins Interest From The Affluent
Financial advisors are finding that the affluent are increasingly interested in non-traditional investments.
04/30/2015
Lightyear Capital To Acquire Majority Equity Stake In Wealth Enhancement Group
Lightyear Capital LLC, a private equity firm specializing in financial services investing, announced that an affiliated investment fund has signed a definitive agreement to purchase a majority equity stake in Wealth Enhancement Group
04/30/2015
Cantor Wealth regroups following CEO's departure
New CEO will be hired as firm tries to jump start recruiting and plans on upgrading its trading platform
04/30/2015
Butterfield named official America’s Cup bank
The Bank of N.T. Butterfield & Son Limited has been named the Official Bermuda Bank of the 2017 America’s Cup
04/30/2015
Barclays Could Unload Americas Wealth Management Unit
One of the last vestiges of Lehman Brothers that still exists at Barclays’ Americas unit could be sold, the FOX Business Network has learned.
04/30/2015
Qatar Wealth Fund to Open New York Office Amid Hunt for Deals
Qatar Investment Authority, the Gulf state’s sovereign wealth fund, is setting up an office in New York as it scouts for deals in the U.S., according to the country’s state news agency.
04/29/2015
Millionaires Don't Know When to Quit
The quarterly report is generated through a survey conducted in March with 2,215 U.S. investors who have over $1 million in net worth.
04/29/2015
Tiedemann Wealth Management Continues West Coast Expansion
He is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst
04/29/2015
Where the Ultra-Wealthy Invest Money: Tiger 21
In Q1, public equity exposure holds steady as many investors anticipate market correction
04/29/2015
BMO Financial Group Unveils New Wealth Management Brand
"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses
04/29/2015
IMCA Awards Recognize Outstanding Achievement
The first recipient of this award is Jean L. P. Brunel
04/28/2015
Choosing A Single-Family Office Operational Structure
There are a number of different types of operational structures the ultra-wealthy are adopting when they establish their single-family offices
04/28/2015
Life Insurance -- The Often Missed Opportunity For Wealth Management Accounting Practices
The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.
04/28/2015
Not Just Your Millennial’s Advisor
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools
04/28/2015
UBS Investor Watch Report Examines What Drives Millionaires
UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "When is enough…enough?" revealing the anxieties that underlie the successes millionaires have achieved.