06/08/2015
ARS Wealth Advisors Among Top 100 Fee-Only Wealth Management Firms in the Nation
With a focus on accessibility and customization, the firm was named No. 32 on CNBC’s annual list
06/08/2015
Barclays' US wealth unit changes hands
As of May 31, 2015, Barclays had approximately 180 financial advisors in the U.S.
06/08/2015
Smart Beta Critics “Supping on Thin Gruel”
The “futurewealthy”—those with an average net worth of $2.7 million today—prefer to work with a relationship manager
06/08/2015
Why Financial Advisors And Insurance Agents Need To Forge Partnerships With Accountants
This is usually the case for all sorts of clients, but its even more fundamental when it comes to high-net-worth clients.
06/08/2015
Lightyear Capital Completes Acquisition Of Majority Equity Stake In Wealth Enhancement Group
Lightyear Capital LLC, a private equity firm specializing in financial services investing, today announced that an affiliated investment fund has completed its previously announced acquisition of a majority equity stake in Wealth Enhancement Group
06/05/2015
Many advisors shift their focus to keep high-net-worth clients happy but they can shift too far and lose their value in clients' eyes. They often forget that clients are looking for their unique services.
06/04/2015
For its report, Corporate Insight surveyed about 1,000 investors who have financial advisers
06/04/2015
The CNBC editorial team presents our second annual list of the Top 100 Fee-Only Wealth Management Firms.
06/03/2015
New Haven Acquisition Expands Washington Trust's Wealth Management New England Presence
06/03/2015
Brown Deer-based Bank Mutual has changed the name of its wealth management subsidiary, BancMutual Financial & Insurance Services Inc., to Mutual Financial Group
06/03/2015
Merrill Lynch Wealth Management Chief Investment Officer Ashvin Chhabra today published a new book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals"
06/03/2015
Yerba Buena Financial Partners, LLC helps Entrepreneurs and Investors uncover opportunities in their personal finances
06/02/2015
The move comes about six months after Morgan Stanley opened a unit to focus on this client niche
06/02/2015
Acquisition target could add $47 billion in assets to St. Louis-based firm
06/02/2015
Accounting firm-base family office practices are potentially one of most lucrative niches for an accounting firm. One of the requirements for success is having the right people running the practice and working with the wealthy.
06/02/2015
Not surprisingly, the great majority of investment managers are introduced to single-family offices
06/02/2015
nation's largest independent broker-dealer welcome independent wealth management firm
It had collectively serviced approximately $250 million of client assets, as of April 30, 2015.
06/02/2015
That works in the early days of the era of the digital native, but will it still work when the digital natives turn 64?
06/01/2015
Just What You Are Looking For?—Family Office Direct Investing in Search Funds By Raam S. Jani and Jake Townsend
Family offices are increasingly taking note of “search funds” as a private equity investment alternative within the broader private equity investment class.
06/01/2015
Direct Investing: Considerations When Serving as a Family-Designated Director By Raam S. Jani and Jake Townsend
A family office or family investment fund making a direct investment in a company often gets the ability to designate one or more directors to the company’s board of directors.