07/31/2013
Attracting Ultra-Wealthy International Clients
An RBC Wealth Management advisor based in New York, had a busy practice helping executives of public companies
Wealth and Asset Management
07/30/2013
More People Moving to a Multi-Family Office - RESEARCH
The Multi-Family Office Addicus has found more and more families reallocating their Wealth Planning to the Multi-Family Office
07/30/2013
Security and Integration Among the Top Family Office Technology Concerns
Reporting Software That Integrates Financial Data Across Multiple Functions Remains Elusive
07/30/2013
Trio of Wealth Management Leaders Form New Independent Advisory Firm
Three internationally recognized family office industry pioneers have announced the founding of the advisory firm, WE Family Offices
07/30/2013
Sabadell United Bank improves income as loans jump $92M
Sabadell United Bank boosted its earnings in the second quarter
07/30/2013
Most Investors are Concerned About Maintaining Their Current Financial Position: Survey
A Spectrem research study indicates that most High Net Worth investors are concerned about maintaining their current financial position.
07/30/2013
Cracking Open the HNW Wallet
A new study by Aite Group found that firms need to invest more in data management and analytics technology to win a larger share of HNW wallets.
07/29/2013
Wealthy investors have few regrets - RESEARCH
Financial regrets do not play a large role in the lives of High Net Worth investors
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
UBS Wealth Management Americas’ profit up
UBS adjusted profit before tax CHF 1 billion
07/29/2013
Raymond James Launches Portfolio Management Tool for Advisors
Raymond James Financial launched Portfolio Management Center, a portfolio management and research tool for its employee and independent-channel advisors.
07/28/2013
Advisers Must Understand Millennials To Attract Them
Members of the so-called millennial generation like to live for today
07/28/2013
RIAs must be prepared for aggressive SEC enforcement
The SEC recently has focused on custody, as well as the adequacy of a firm's compliance program, policies and procedures
07/28/2013
Lourd Capital Management Rebrands as LourdMurray
New Name Reflects the Addition of Palmer Murray, Formerly of Morgan Stanley, to the Firm as President and Co-Managing Partner
07/28/2013
How to Get High Net Worth Clients: Communication is Key
Exactly one-fourth of High Net Worth investors do not use financial advisors for investment advice.
07/26/2013
Odds are your family business will not pass to the next generation
Remarkably, only 15 percent of family businesses pass to the next generation, and even fewer survive to the third (according to a global study conducted by U. S. Trust, Bank of America Private Wealth Management, Prince and Associates and Camden Research)
07/24/2013
Credit Suisse's private banking and wealth management division profit rises 4 pc
Mirroring a strong performance by Wall Street rivals, Credit Suisse more than doubled pre-tax profits at its investment banking division from a year ago
07/24/2013
BCG report: Asset management recovery begins on bumpy road for traditional players
The increase in new asset flows remained relatively modest
07/24/2013
Newton and Merrills withdraw US client investment accounts
Newton and Merrill Lynch’s decision to withdraw accounts for US clients will add to the pile of orphaned clients who have links to the US, creating opportunities for competitors in the market