11/07/2014
Battles between brokers and private bankers for very wealthy clients have always been fierce
Wells Fargo prods elite bankers, brokers to share more clients
11/07/2014
In the Fall 2014 issue of Progressive Asset Management’s newsletter, News & Views, Sallie Krawcheck discusses three important topics
11/06/2014
The firm saw assets under advisement grow 40 percent in the year ended on March 31, to $3.5 billion. In the prior year, its assets had doubled, Bloomberg Markets magazine will report in its December issue.
11/06/2014
In the second quarter of fiscal 2015, the quarter ended September 30, 2014, Canaccord Genuity Group Inc. generated $236.3 million in revenue.
11/06/2014
Family Office Exchange a global membership organization of private family enterprises, their family offices, and key advisors, bestowed the FOX Founders Award on four family office industry pioneers at the 25th Anniversary FOX Forum in Chicago on October
11/06/2014
Long-term funds had net sales of $631 million and money market funds had net redemptions of $62 million. Assets under management increased by 1.1 per cent.
11/04/2014
Lebenthal Wealth Advisors Continues to Grow Its Independent Advisor Model
Clay Skurdal Heads New Office Targeted to Economically Vibrant Region with Local Advisors Brent Lee and Brion Norby.
10/31/2014
Pagnato Karp Enhances Family Office Solutions With Acclaimed Client Strategist
"As a leading authority on best practices for ultra-high-net-worth individuals, families and family offices, Hannah will provide our clients with exceptional knowledge, leadership and expertise on the issues that are most important to them," sai
10/31/2014
Watch out for six hazards
10/31/2014
Rivals say they are working to pick off Convergent Wealth Advisors clients following the apparent suicide of its former CEO and reports about irregularities at an outside fund he managed.
10/31/2014
The wealthiest clients not only have more demands and needs across both sides of the balance sheet
10/31/2014
McCann Erickson continued its new-business streak with the agency's New York office appointment as the new creative lead for State Street Global Advisors.
10/30/2014
McGee Wealth Management announces that Chair/CEO Judith McGee L.H.D., C.F.P, was named Top Women Financial Advisor for fiscal years 2013 and 2014 by the Raymond James Network for Women Advisors.
10/30/2014
The Ultra-Wealthy Almost Always Make Bad Situations Worse When They “Duck And Cover”
10/30/2014
Northern Trust, a leading provider of Wealth Management services for affluent individuals, families and family offices, was also named Best Private Bank for Socially Responsible Investing.
10/30/2014
Awards recognize RBC's continued excellence in wealth management
10/29/2014
V-Rooms announces the pre-launch of Global Deal Market, a rated M&A deal marketplace exclusively for Family Office direct investments in private US based mature companies.
10/29/2014
These transactions, often times labeled "Direct Investments", have historically been executed by Families Offices who have readily accessible capital to deploy and additionally, have had tremendous success building and developing companies acros
10/29/2014
Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.
10/28/2014
Leading impact investing families include the Brenninkmeijers, behind budget Dutch clothing retailer C&A