07/09/2015
Colorado-Based Summit Wealth Group Expands to Memphis
The firm landed in Memphis thanks to a mix of factors.
Wealth and Asset Management
07/09/2015
BT Wealth Management acquires Savannah investment firm
Financial terms of the transaction were not disclosed.
07/09/2015
Raymond James Not Joining the Robo Band Wagon
"Robos are not the threat that people fear," says Elwyn, who welcomes the development of the technology.
07/09/2015
Chinese wealth manager to list on the NYSE
China’s rapid growth in private wealth is a factor in Shanghai-based Jupai Holdings decision to launch an IPO.
07/09/2015
Wealth Adviser: The Case Against Client-Account Minimums
More alternative funds are on the way.
07/08/2015
UBS, Morgan Stanley Lead Wealth Managers With Record $2 Trillion
UBS Group AG and Morgan Stanley increased the assets they manage for the world’s wealthiest people to more than $2 trillion for the first time
07/08/2015
This Billionaire Is Building His Own All-Star Trading Team
We can be flexible, entrepreneurial and nimble
07/08/2015
US wealth managers catching up with UBS
This is a complex moment in the history of our industry
07/08/2015
Perspecta Trust Named Finalist for the STEP Private Client Awards 2015
Perspecta Trust today announced that it has been shortlisted as a finalist for the “Independent trust Company of the Year” award by the Society of Trust and Estate Practitioners’ Private Client Awards.
07/08/2015
Evanston Firm Doubles in Size With Acquisition
Kingsbury Capital, a wealth management firm, recently acquired Edwin C. Blitz Investments out of Northfield.
07/07/2015
Many Single-Family Offices Are Investing In Newer Hedge Funds And Maximizing These Relationships
Based on extensive studies with single-family offices, a solid percentage of them are capitalizing upon these scenarios faced by new hedge funds.
07/07/2015
New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
07/07/2015
Ferrari to pick UBS to manage New York stock listing: Bloomberg
Ferrari's listing may value the sports car unit at at least 10 billion euros ($10.97 billion), Fiat Chrysler Chief Executive Officer Sergio Marchionne said last week.
07/06/2015
Cetera Financial Institutions To Provide Broker-Dealer Services to Valley National Bank
We believe we can gain greater share of our retail and high net-worth customers' business by providing expanded wealth management services
07/06/2015
Unity Jets emphasizes the privacy of private aviation
The next morning, the philanthropist and his two traveling companions were eating bagels and yogurt as their plane left the tarmac.
07/03/2015
JPMorgan’s Private Bank Takes a Team Approach
Andrew Cohen, head of the Asian private bank, finds the region’s wealthy are more open to taking advice.
07/03/2015
Financial Advisors: 3 Winning Teams
Increasingly, investors who use financial advisors want more than just advice on investments
07/03/2015
JP Morgan banker attacked by shark
A JPMorgan banker explains how he survived a vicious shark attack in North Carolina last Friday
07/02/2015
REDW Stanley's national distinction not expected, says company leader
REDW Stanley was ranked 90th out of 100 and was the only firm in both New Mexico and Arizona to make the list.
07/02/2015
Wealth Adviser: The Benefits of In-House Portfolio-Management Teams
The SEC is fighting a decision by an in-house judge to dismiss charges against two financial advisers accused of not informing clients they were paid