03/27/2015
Wealth Adviser: A Plan to Have Brokers Declare, “I Am Not a Fiduciary”
Brokers need to spell out their potential conflicts of interest to clients, New York City Comptroller Scott Stringer believes.
Wealth and Asset Management
03/27/2015
Swiss bankers expected to get probation for tax fraud
Two former Swiss bankers are expected to avoid jail time when they are sentenced for their roles in a tax fraud scheme that helped U.S. customers hide billions of dollars in assets.
03/26/2015
Northwestern Mutual buys LearnVest to boost wealth management
Created in 2009, LearnVest has raised nearly $75 million in venture financing
03/26/2015
Mooney Lyons Announces Integrated Wealth Management Platform for Retirement Planning
Mooney Lyons, a Wealth Management Firm Specializing in Retirement Income Planning, Announced Today the Launch of a Unique 5-Step Process
03/25/2015
Do you need an MBA on Wall Street anymore?
Right now, Korn Ferry is conducting an executive search for a senior-level investment banker at one of the premier firms
03/25/2015
Global alternative asset manager to acquire Conifer Financial Services
Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.
03/25/2015
BMO Private Bank Study: Affluent Americans Plan to Retire Young and Stay Active
The study found that a majority plan to retire young and stay active in their later years.
03/25/2015
2 Austin wealth managers land on Barron's top advisers' list
Once again, Bobby Fischer, a Houston adviser with UBS Financial Services with $6.5 billion under management, topped the list of Texas advisers
03/25/2015
Innovative Wealth Management Firm Available to Vancouver Islanders: Coastal Community Credit Union Launches Private Wealth Group
Coastal Community Credit Union, the largest financial services organization based on Vancouver Island and the Gulf Islands, launches today their elite wealth management advisory firm
03/24/2015
Single-Family Offices Crowdsourcing Investment Opportunities
Some of them are brilliantly beginning to employ technology such as telepresence and cognitive computing to become more effective.
03/24/2015
Cruz’s Wife Heidi to Take Unpaid Leave From Goldman
He became the first major-party candidate to formally enter the race and called for conservatives to “rise up to reignite the promise of America.”
03/24/2015
Sterling National Bank, Ameriprise to offer wealth management services
The wealth management expertise that Ameriprise brings to the table is very complementary with existing offerings and the profile of our client base
03/23/2015
Single-Family Offices Crowdsourcing Investment Opportunities
A core responsibility of most single-family offices and private investment companies is to manage the wealth of an individual or family
03/23/2015
Two Guys, Two Bikes and One Money-Making Plan to a Better World
The duo decided to merge Wolfensohn’s private-equity fund that invests in clean energy and financial services in developing countries with Scott’s Eko Asset Management Partners
03/20/2015
Flynn Family Office Earns Two Top Honors at The Family Wealth Report Awards 2015
Flynn Family Office, one of North America's foremost family office and business management companies was last night honoured with both 'Best New Entrant' and 'Best Brand Launch/Re-launch' at the 2nd Family Wealth Report Awards 201
03/19/2015
Citi Private Bank goes after big fish in Houston
Did Citigroup Inc. give up on Texas?
03/19/2015
Pitcairn Wins Family Wealth Report Award for Best Client Initiative
Pitcairn, a leading family office, received top honors in the family office category for Client Initiative at the second annual Family Wealth Report Awards 2015
03/18/2015
Financial Advisers Target San Francisco Tech Wealth
Mr. Krasnoff and partner Todd Morgan say they believe they can double assets under management in five years through expansion and acquisitions.
03/18/2015
UBS Wealth Management Americas Re-Brands Retirement Plan Consulting Business
With a shifting environment and ongoing regulatory changes, including potential new DOL fiduciary rules, retirement plans face growing complexity and increasingly seek consulting services.
03/18/2015
Custom House re-launching Global Fund Services
TMF Group and Custom House Global Fund Services are going to separate, creating an independent, stand-alone fund services operation