04/08/2015
Wells Fargo group wants Baltimore's super-rich
Someone new is after the wealthiest families in the Baltimore area
Wealth and Asset Management
04/07/2015
The American banker at the heart of the Middle East's biggest financial scandal says he was treated like a slave
What Stewart was actually doing was running a financial firm for the family, but in 2009, after the fall of the Lehman Brothers, creditors demanded the firm repay its loans.
04/07/2015
Focus Financial invests in $600 million wealth manager
Deal comes amid slowdown for large investors in financial advisory firms
04/07/2015
HighTower Expands California Presence
The Bahnsen Group joins HighTower as its ninth California-based financial advisor team and 13th West coast practice
04/07/2015
Wall Street CEO Pay Now Only 124 Times The Average Bank Worker’s
The pay gap between Wall Street CEOs and their employees has narrowed since the financial crisis, and is now smaller than in some other industries
04/07/2015
Global Investing Interests of Affluent Investors
After Europe and China, interest in international investing among affluent investors turns to Canada.
04/07/2015
What Millionaires are Most Concerned about in 2015
Millionaires are significantly more concerned about terrorism this year compared with 2014, Spectrem Group study finds
04/07/2015
Bonderman’s Wildcat Family Office Backing Hedge Fund for Masses
David Bonderman amassed a $3 billion fortune in private equity for sophisticated investors
04/06/2015
Wealth management titans engage in war of words
A war of words between two of the biggest names in wealth management last month may have only been the first salvo in what could be a long-running feud.
04/06/2015
Advisory fees show signs of a rebound
Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue
04/06/2015
3 parts of their practice advisers need to reassess
To thrive, 21st-century firms need to examine client loyalty, revenue streams and service
04/06/2015
The Fiduciary Group joins Focus Financial Partners
The Fiduciary Group LLC, a Savannah-based independent registered investment advisory firm, announced today that it has partnered with Focus Financial Partners LLC
04/02/2015
Tom Moran Named "Five Star Wealth Manager"
The 2015 list of Five Star Wealth Managers is a select group, representing less than four percent of the wealth managers in the Southwest Florida area.
04/02/2015
Fort Washington wealth management firm acquired
Wescott Financial Advisory Group said Wednesday that it's completed its acquisition of Goodstein & Associates
04/02/2015
Technology and Wealth: The New Wealth Manager
Advisors need to find ways to expand their traditional offerings to meet prospects' digital demands
04/02/2015
Big bank brokers use decoys, spy tactics to go alone
Secret contracts, covert real-estate deals, scurrying around after nightfall to avoid detection: this is how far big-bank brokers are prepared to go when they plan to go independent
04/02/2015
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar
04/02/2015
Canaccord Genuity president and chief executive has passed away
Paul was 52 years old and leaves behind his wife, four children and his extended family.
04/01/2015
Montreal bank expects closer links with Asia's wealthy
You'd want to root your private banking in centres that actually have all those attributes that clients want
04/01/2015
LPL Adds $2 Billion Super-OSJ to RIA Custody Platform
Advisors can operate under CWP’s new RIA firm or continue to act as an investment advisor representative under the LPL corporate RIA and b/d.