11/19/2014
BKD unit merges with Chicago wealth management firm
BKD Wealth Advisors LLC continues to grow its footprint around the nation, announcing a merger with Chicago-based Wolf Financial Management.
11/19/2014
The Wealth & Money Management Awards recognize companies and individuals in the investment and financial services sectors who have made outstanding achievements in their fields.
11/19/2014
New Wealth Management Firm to Transform Business as Usual
No more “pay for play,” no more marketing costs, no more hidden fees, and no more confusing commission schemes.
11/18/2014
Most Single-Family Offices Are NOT High Functioning
The Ultra-Wealthy Have Counted On Single-Family Offices To Grow And Protect The Family Fortune For Generations. However, Only One In Five Are Meeting Pre-Determined Criteria For Success.
11/18/2014
Connecticut-Based Independent Hybrid RIA Advisory Firm Focusing on Integrated Financial Services Brings Approximately $130 Million in Client Assets
11/17/2014
Jewish Communal Fund Launches Private Client Group
Exclusive auction preview of Christie's Post-War & Contemporary Art sale was featured on Tuesday
11/17/2014
It's Thursday night in Greenwich, and the sounds of wine glasses clinking and shoptalk reverberates through the hallowed halls of Indian Harbor Yacht Club as 200 hedge fund professionals mingle and sip.
11/17/2014
A Philadelphia-based wealth management firm, whose specialty is working with wealthy people very wealthy people has opened a D.C. office.
11/17/2014
The list was compiled by the Bloomberg Rankings team based on a survey of more than a thousand firms worldwide, and using a database obtained from the Portland, Oregon-based Family Offices Group.
11/17/2014
State Street to Sell Hedge Fund Business in Management Buyout
State Street Corp. (STT) is selling its hedge fund investing business to the unit’s senior management.
11/14/2014
UBS to Cap Bonus of Forex and Metals Staff on FINMA Orders
The measures were imposed as the regulator detected the company’s misconduct in its forex trading business.
11/14/2014
Jamie Kempner of Loeb Partners says Family Offices Want to Invest Directly
He is a descendent of the legendary Loeb banking family, and the son of New York socialite Nan Kempner, known for her charity work, collection of couture and spending "more than I should, and less than I want."
11/13/2014
One of the largest buyers of registered investment advisers is beefing up its network of advisory firms
The firm has completed 23 RIA and broker lift-out transactions this year
11/13/2014
Wealth Management is Good for Banks
Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.
11/13/2014
BofA's U.S. Trust hires a dozen advisers in October
U.S. Trust does not disclose assets under management or annual revenue production for the new hires.
11/12/2014
LPL Adds $520M Firm To Hybrid RIA Platfrom
The firm only employs four advisors currently but hopes to attract experienced advisors throughout the Gulf Coast region.
11/12/2014
US Banks' Shift to Wealth Management Generally Positive
Efforts by many US banks to offer more wealth-management capabilities are generally positive for diversifying earnings and increasing revenue per customer, as growth in core bank products remains tepid and net interest margins compressed
11/11/2014
Thomson Reuters Expands Wealth Management Solutions
Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced an agreement with Mediant Communications to provide shareholder communications for Thomson Reuters Wealth Management solutions.
11/10/2014
Lessons From The High End
At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and trusted advisors to the ultra-affluent.
11/10/2014
Moneyman tells of servicing NYC’s elite clients
The rich sure are different from you and Mark Mascia.