12/02/2013
Do Affluent Investors Get "Wealth Management"?
While two-thirds of Affluent investors overall say they are familiar with the term, there emerges a gap in understanding across net worth and gender
12/02/2013
A majority of Boomers and Gen X investors with a net worth over $1 million plan to invest in equities.
12/02/2013
REP. magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories.
12/02/2013
UBS Targets Wealthy with Higher Adviser Pay, More Planning
The traditional grid that defines payments based on annual production will change to reflect broader ranges of in commissions and fees, although the overall pay in the grid won't change.
12/01/2013
New partnership will provide clients with access to enhanced wealth management services, technology and resources
12/01/2013
RBC Global Asset Management implements fee reduction on two funds
RBC Global Asset Management Inc. announced fee reductions for the Access Capital Community Investment Fund and the RBC SMID Cap Growth Fund
11/27/2013
This acquisition represents the 7th property acquired since the completion of the Fund's initial public offering on October 25, 2012
11/27/2013
The study also found that they will be designating 7 percent of their estates to charitable causes in their wills
11/26/2013
This unique publication will provide daily analysis on the fluctuations of the assets of the ultra wealthy by tracking initial public offerings, mergers and acquisitions, inheritance and succession, divorce and marriage, property sales and other large liq
11/26/2013
The group has achieved strong results in managing its funds, which include equity, income and dividend funds.
11/25/2013
Antwerp Diamond Bank plans to close its office in New York
The European Union regulator in Brussels appointed a trustee to supervise the divestment along with KBC and the closure was declared to clients last week.
11/24/2013
Thirteen advisors recognized as Women of Distinction by the Raymond James Network for Women Advisors
11/24/2013
This is the third advisor team HighTower has transitioned in as many weeks.
11/24/2013
The shift to managing strategies directly in-house has proved easier for some firms than for others.
11/22/2013
High Net Worth Millennial investors are nothing if not gung-ho about investing, confident in their investment acumen, and upbeat about their financial futures, according to a Spectrem’s Millionaire Corner study.
11/21/2013
Private Wealth Management Firm Releases New Guide Revealing How Wealthy Invest
The investment guide reveals investment strategies utilized by not only the ultra-wealthy, but major institutions and endowments that create total diversification strategies, utilizing alternative investments to protect, grow and preserve their wealth.
11/21/2013
Envestnet is a service that helps to vet financial groups and services for its global clientele.
11/20/2013
With today's global markets, life can get complicated when it comes to wealth management.
11/18/2013
Merrill Lynch Wealth Management grapples with 'the elephant in the room'
Study of Americans' complicated financial lives leads wirehouse to rethink the adviser-client relationship
11/18/2013
GenSpring Expands Family Governance and Education Structure as Demand for Services Increase
All governance and education team members are highly trained in a wide-variety of skills, including family systems, family dynamics, family communication, and meeting facilitation.