04/08/2013
Five Years Later, the High Net Worth are Still Angry
Most investors remain angry, but negative sentiment is strongest among the richest
Wealth and Asset Management
04/07/2013
The House Always Wins—The Family Office Debunks Misinformation Trending in The Big Bank Game
Once it’s clear who the wealth manager is, determine who his or her clients are.
04/07/2013
Some wealth advisers take a fee for client fund assets
They are paying these financial advisers as much as 0.25 percent of the assets that their clients put into no-transaction-fee mutual funds.
04/07/2013
Trusts & Estates Practitioners With Heart Awards
Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement.
04/07/2013
Roger W Harrington Forms New Wealth Management Company, Harrington Capital Management, LLC
Roger's independent wealth management company will focus on serving clients looking for an advisor that will actively manage their assets while personalizing investment strategies.
04/07/2013
HNW Wealth WIll Rise 25% By 2016, Study Says
Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.
04/07/2013
HighTower loses RIA with $1 billion of assets and Northern Trust street cred
She broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients
04/04/2013
PwC Wealth Management Guru Financial Advisors Must Focus on Client Data Financial Planning
'Wealth managers need to "quantify" the trust clients are willing to place in them.'
04/04/2013
New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Top 100 Billionaires Wealth Rose to $2.029 Trillion
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/02/2013
Philanthropy: A Deluge of Wealth
Wealth transfer in the next 10 years could total $322 billion.
04/02/2013
New Survey Finds Slight Difference Between Younger and Older Investors
Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.
04/01/2013
Oneida Financial launches new wealth management company
Oneida Financial had total assets of $681.4 million at the end of 2012.
04/01/2013
Morgan Stanley Hires Wells Fargo, Merrill Advisers
While at Merrill, he generated roughly $1.1 million in annual production on $125 million in assets.
04/01/2013
SEC ex-chief lands consulting-firm job
She will be based in Washington, D.C.
03/31/2013
True Capital Management Opens Los Angeles Office
True Capital has enjoyed steady growth in recent years
03/27/2013
Credit Suisse Private Banking Americas Hosts Inaugural Global Megatrends Conference
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.
03/27/2013
Genworth to sell wealth management business for $412.5 million
Aquiline and Genstar will bring their operational expertise and industry experience to help GFWM and Altegris increase their scale and capabilities.
03/26/2013
Harris myCFO's Calabrese Leaves; Benevides Named President
Joe Calabrese has left as president of Harris myCFO, one of the country’s largest multi-family offices
03/26/2013
Billionaires Don't Have Financial Planners –– They Have Personal Financial Officers
We couldn't help but ask ourselves –– what does someone do with that much cash?