03/17/2014
Pinnacle Private Wealth announces merger with Leominster
When the integration of the two companies is complete, the new, expanded entity will operate under the name Pinnacle Private Wealth.
Wealth and Asset Management
03/14/2014
TD Bank hopes to expand U.S. wealth management unit
Toronto-Dominion Bank hopes to expand its U.S. wealth management business, targeting a million people with at least $100,000 in liquid assets
03/13/2014
GenSpring expands San Francisco Family Office team with eight appointments
This marks GenSpring’s second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January.
03/12/2014
The asset management industry has stepped up marketing efforts aimed at advisors
"The advisor community is very close-knit, where there is a lot of referencing and comparison of notes."
03/12/2014
Alerus buys boutique Private Bank
The company is targeting Phoenix and Twin Cities for expansion.
03/12/2014
HighTower launches fee-for-service platform
First affiliate is looking to copy the aggregator's trademark partnership
03/12/2014
NFP Buys Up Hybrid RIA In California
Takes on 10 adviser teams, which over more than $800 million in assets
03/12/2014
NFP Buys Up Hybrid RIA In California
NFP today announced that it has acquired Washington Wealth Management, LLC.
03/11/2014
Wealth Management Firms Continue to Lag in Recruiting Women Advisors
Wealth management providers need to assess how better to attract more women as investment advisers. They’re missing a big opportunity.
03/10/2014
Credit Suisse Overrode Due Diligence Standards And Accepted Questionable Loans: Court Filings
Top officials at Credit Suisse instructed subordinates to override due diligence standards and accept questionable loans
03/07/2014
FOX Wealth Advisor Forum to Highlight Building Sustainable Sales and Service Models for Ultra-Wealthy Clients
Family Office Exchange has announced the agenda for the 2014 Wealth Advisor Forum to be held in Chicago, April 24-25.
03/07/2014
Independent Channels Continue to Steal from Wirehouses
RIA and dually registered advisory channels will grow their share of the advised assets to 26 percent by 2016
03/05/2014
PAM AWARDS: Harris Associates Wins 2014 Private Asset Management Award for Best Private Wealth Manager - Performance - Over $5 Billion in Firm Assets
Harris Associates is pleased to announce that it was recognized as the Best Private Wealth Manager for Performance for firms with over $5 billion in assets by the publication Private Asset Management
03/05/2014
Raymond James to Open a New Office in the Golden Triangle of Beverly Hills in March 2014
Detanna is a Rotary member, past President of the Beverly Hills Chamber of Commerce and past head of the City’s Economic Development Council .
03/05/2014
PAM AWARDS: Ascent Private Capital Management of U.S. Bank Wins Two 2014 Private Asset Management Awards
Ascent was presented with this award, along with the award for "Private Client Investment Platform Client Service," at the 2014 PAM Awards in New York City on February 24.
03/05/2014
PAM AWARDS: Atlantic Trust Named Best Multi-Family Office Client Service and Best Private Wealth Manager New Product
These awards underscore Atlantic Trust's ongoing commitment to keep our clients' interests at the center of all we do and emphasize our unique wealth management approach based on transparency, objectivity and trust."
03/05/2014
Legg Mason to Buy Former Deutsche Bank Unit in Equity Push
Legg Mason was advised by Dechert
03/05/2014
PAM AWARDS -Former GenSpring Execs Reemerge with Award-Winning 'Family Investment Office'
Global Family Investment Office, LLC an emerging family office leader, today announced that Private Asset Management Magazine, a leading wealth management and family office industry publication, has named AM Global the "Best Newcomer â"&am
03/05/2014
BOK Financial to buy Houston wealth management company
In its third wealth management acquisition in 18 months, Tulsa-based BOK Financial Corp., parent of Bank of Oklahoma, has inked a deal to buy the Houston-based investment firm MBM Advisors.
03/05/2014
Superich Pushed Prices of Top-Tier Homes Higher in 2013
Number of People With More Than $30 million in Net Assets Also Rose