01/14/2014
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
It’s more than just making money – it’s about: Trust, Transparency & Technology
01/14/2014
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 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.
01/09/2014
Miami’s rebound attract family offices, hedge funds and high net worth
The city of Miami has evolved impressively since the 2008 economic depression into a very dynamic and sustainable city.
01/09/2014
Insight: Credit Suisse sticks with money-losing U.S. brokerage
Credit Suisse Group AG is betting it can turn around its unprofitable U.S. private wealth business with new loan products and a focus on the ultra-rich, a strategy greeted with skepticism by some securities analysts and former officials at the bank.
01/09/2014
As a result of this acquisition, Andbank will close 2013 with more than $17bn in assets under management which doubles its size in the last five years.
01/09/2014
The Firm currently has 61 employees and consultants based in Hong Kong, Singapore, Switzerland and the US.
01/08/2014
A Miami native has been tapped for a high-level job with BNY Mellon Wealth Management and plans to add new employees throughout the state this year.
01/08/2014
With a year-end windfall of veteran advisers, the firm topped off a year of big gains
01/07/2014
Independent wealth management firms expands credit with access to $550 Million facility
The new facility can be increased by $150 million through the utilization of an accordion feature, expanding the facility to $550 million.
01/07/2014
International investments are attractive to more than one-quarter of Millionaires who plan to make new investments in 2014.
01/07/2014
RBC Dominion Securities, the retail brokerage arm of the Royal Bank of Canada, has emerged as the winner of the first major broker transfer of 2014.
01/06/2014
CIBC CM announced today that it has completed the acquisition of Atlantic Trust Private Wealth Management
01/06/2014
How can family offices and financial advisors help wealthy families maintain their fortunes?
01/02/2014
The investment works as a contract between New York State and a private charity, the Center for Employment Opportunities.
01/01/2014
The Top 40 Advisors Under 40
Ranking advisors based on their AUM makes less sense as advisors generate more of their revenue from things other than managing client assets.
12/31/2013
Managing Family Offices … Risky Business?
How directors and officers can mitigate the liability stemming from their fiduciary duties