06/04/2013
The Richest Families In The World Are Staging A Quiet Rebellion Against Hedge Funds
It's no secret that since 2008, most hedge funds have lagged the S&P 500
06/04/2013
It's no secret that since 2008, most hedge funds have lagged the S&P 500
06/03/2013
The acquisition adds $120 million in assets under management to Connecticut Wealth Management, bringing them to $400 million in AUM.
06/02/2013
Family Office Exchange Finds Business Owners Were More Comfortable With Illiquid Assets Than Non-Business-Owning Families in 2012
06/02/2013
The truth of the matter is, the wealthier you are, the more inefficient the market becomes.
06/02/2013
Banyan Partners, a fast-growing RIA based in Palm Beach Gardens, Fla., is acquiring Silver Bridge Advisors, the wealth management arm of global law firm WilmerHale.
06/02/2013
HighTower, the nation's destination of choice for entrepreneurial advisors seeking greater independence and practice control, announces that Shaffer Wealth Management is the first advisor team to join the HighTower Network.
06/01/2013
We are becoming a society in which more emphasis is placed on philanthropy as a social good. It’s often portrayed as much more noble and efficient than paying taxes (especially to “untrustworthy” politicians).
05/31/2013
Clients are mad as hell, and they're not going to take it anymore—unless the industry makes some changes.
05/31/2013
George H. Weiler III, senior vice president for wealth-management services at UBS AG, has died. He was 69.
05/30/2013
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
05/29/2013
Our monthly survey breaks down Affluent investor preferences by Millionaire and Non-Millionaire households
05/29/2013
As Growth Prospects Shift Toward Developing Markets, Players Must Grapple with Greater Client Demands, Tougher Regulatory and Margin Pressures, and Increasing Business Complexity, Says Report by The Boston Consulting Group
05/28/2013
Talent and recruitment solutions firm Futurestep has been engaged to fill up to 100 new positions across North America
05/28/2013
Here are 10 common mistakes Gen Y should avoid when working (or not working) with an advisor, and ways to get around them.
05/27/2013
What some people don’t realize is that executive compensation tends to be the single largest expense an organization might incur.
05/27/2013
A spokesman said in a statement that following Mr. Powell's death, the fund-management company has become "aware of unusual transactions Mr. Powell seems to have conducted personally outside of his work for Atlantic Trust."
05/26/2013
The most challenging thing in Asia is to get the right people on board
05/22/2013
An independent network of experienced wealth managers announced that it has recruited two new independent financial advisory practices to its platform
05/21/2013
As many as 100 new positions are planned as part of a major growth strategy
05/21/2013
As at 17 May 2013, Artio managed assets of $10.6 billion (£7.0 billion).