05/21/2012
The new office at 3075 Hansen Way has about 16 Merrill Lynch staff catering to the unique needs of Silicon Valley's wealthy investors and employees whoe tend to be younger and more entrepreneurial than Merrill Lynch's more traditional clients in
05/18/2012
It initially had a total of 219 women, who were shortlisted to 100, according to a statement issued by Forbes. It lists 29 women from the banking sector, 18 from manufacturing, 16 in investment, 14 from services with the insurance sector having eight.
05/18/2012
The 2010 law, to be phased in starting on Jan. 1, 2013, will mean additional compliance costs for banks and fewer investment options for U.S. citizens living abroad.
05/18/2012
Saverin's spokesman denies the move was done for tax reasons.
05/18/2012
Saverin has plenty of company. The number of Americans who formally renounced their U.S. citizenship soared to 1,780 last year from 235 in 2008.
05/18/2012
In the past few days, the fight was just sparked in a very interesting direction by TED censoring one of its own talks about U.S. inequality and publicity for the soon-to-be-published book by Mitt Romney's former right-hand man at Bain Capital, Edwar
05/18/2012
Nearly 80 Percent Of Financial Advisors Are Interested In Multifamily Office Model - Research
The Rothstein Kass Family Office Group have announced the release of “The Family Office Model: A Smart Move for the Financial Advisor?” a comprehensive study examining how traditional financial advisors are confronting the growing demand for f
05/18/2012
Family Office Exchange has announced a new workshop for families with more than $20 million in investable assets who need to establish formalized processes for managing their wealth.
05/17/2012
The number of centa-millionaires - those with at least $100 million to invest - is expected to increase by 67% over the next four years in Singapore, according to The Wealth Report 2012 by Knight Frank and Citi Private Bank.
05/17/2012
Mark Leyton joins Barclays as a Managing Director from Deutsche Bank's Private Wealth Management division.
05/17/2012
Most next-generation respondents (79%) consider “being a good steward” of their families’ wealth very important, and the survey found many wished for more involvement.
05/17/2012
The deal would be the biggest in the wealth management industry since ING Group sold its private banking assets in Europe and Asia in 2010
05/17/2012
Steven Douglas Associates is proud to announce that Jon Duncan and Mitch Lillie have joined the firm as Vice Presidents in the Wealth Management Search Division.
05/15/2012
From Manhattan to Monaco, the world's wealthiest people are disconnecting into a class of stateless transients.
05/15/2012
LPL Financial announced that it has lured The Botsford Group, a regional advisory firm, to its wealth management platform, the company announced.
05/14/2012
Facebook plans to raise as much as $11.8 billion through the IPO, the biggest in history for an Internet company.
05/14/2012
New FOX Wealth Center website offers non-members access to proprietary FOX research for the first time
05/11/2012
Vestra’s new service will be available to IFAs to outsource to once permission comes through from the US regulator, the US Securities and Exchange Commission.
05/11/2012
ING said in January it plans to sell its Asian insurance and investment businesses.
05/11/2012
LPL's new venture is in the early stages of development, but the Boston-based company says it will hire and train a network of self-employed advisers to offer investment advice to mass market consumers, defined by Cerulli Associates as those with les