01/21/2014
BNY Mellon Opens New Wealth Management Office
Further strengthens its presence in the fast-growing Southern California Wealth Market
Wealth and Asset Management
01/21/2014
Legend Advisory Corporation Announces Wealth Management Platform
The open-architecture system helps advisers simplify and increase the efficiency of their advisory business.
01/21/2014
Wealth Adviser: Generation Y Doesn’t Like Phonies
Financial advisers are no strangers to the mantra that they need to pay more attention to the young men and women of Generation Y.
01/21/2014
BofA Merrill Lynch Fund Manager Survey Finds Ongoing Rise in Optimism for 2014 Growth
Rising Overvaluations No Bar to Overweighting Equities
01/21/2014
GenSpring Establishes Los Angeles Family Office
Alan Bonde and Jan Vega Join GenSpring as Firm Expands Presence in California
01/20/2014
The Wealth Management Hunger Games
But how does this stack up against some of its “Big 5” competition?
01/17/2014
Credit des Alpes Forms Property Venture With Miami Firms
Swiss bank Credit des Alpes SA said it formed a real estate venture with three Miami companies as the U.S. housing market recovers.
01/17/2014
Morgan Stanley’s Staid Wealth Management Boost Earnings
Its pre-tax profits in wealth management increased by 26% from last year.
01/16/2014
After prostitution arrest, $4 billion hedge fund to become family office
Roughly five months after the arrest of CEO Jim Bisenius in a prostitution sting, Common Sense Investment Management is closing its doors and becoming a family office
01/16/2014
First Republic Reports wealth management assets up 32.9 pc
Core EPS up 24% and Wealth Management Assets up 33% for the Year
01/16/2014
Citigroup Earnings Rise, Helped by Cost Cuts
Citigroup Inc.'s fourth-quarter profit more than doubled from a year earlier as the bank reined in expenses and bounced back from a 2012 quarter weighed down by heavy charges.
01/15/2014
The Family Office Dynamic: Pathway to Successful Family and Wealth Management - Credit Suisse Private Banking White Paper
The paper also provides an analysis of important topics and issues to consider when deciding whether to establish, or restructure, a family office.
01/15/2014
Credit Suisse, Franklin Templeton launch commodities products
Adding to a growing list of commodities offerings, Credit Suisse launched two new products today that will be listed on the NYSE.
01/14/2014
Dundee Goodman Private Wealth to Expand Wealth Management Services
The new Dundee Goodman investment advisors manage portfolios with a combined value of approximately $2.0 billion.
01/14/2014
Wells Fargo 4th-Quarter Profit Rose 10%, Slightly Ahead of Estimates
Wells Fargo, which has come to dominate mortgage lending since the financial crisis, on Tuesday reported profits for the fourth quarter of 2013 that were 10 percent higher than in the same period of 2012.
01/14/2014
HNW Investor Returns at a high, yet, confidence in Financial Service Providers at a Low – what’s the deal?
It’s more than just making money – it’s about: Trust, Transparency & Technology
01/14/2014
Sackler Family Office Invest In Alternative Mutual Fund
The Balter Capital Management fund promises much lower fees than traditional hedge funds by pooling up to five hedge funds with a similar need for additional assets.
01/14/2014
BNY Mellon Appoints Four In Wealth Management
BNY Mellon has hired the team of David Dasari and Chad Maze for its wealth management group’s West division.
01/13/2014
Wealthy avoid taxes by moving assets to no-tax states
The maneuvers are getting fresh scrutiny from officials in states including New York, which is losing an estimated $150 million a year through such tax avoidance.
01/10/2014
Three Mindsets of the Millionaire Investor
The most aggressive millionaire investors have the most confidence in their knowledge of financial products and investing.