01/13/2017
The ratings reflect the Lombard Life Group’s competitive position in the privately placed insurance market, its low-risk insurance liability profile and its adequate risk-adjusted capitalization.
01/12/2017
About a third of the firm leaders said they project demand for their services to grow less than 2 percent.
01/12/2017
If you are a fan of the European Union, the Clintons or George Michael we know you probably haven’t had the best 12 months.
01/12/2017
Very often, when wealthy clients are asked and asked in the proper manner, they will come through with affluent investor referrals.
01/11/2017
Just over half (54 percent) of Ultra High Net Worth investors would follow heir advisor compared with 49 percent of Millionaires.
01/10/2017
The number of student loan borrowers over the age of 60 grew
01/10/2017
Brendan Kennedy established the first major online information resource for consumers of cannabis
01/10/2017
The combination of a stronger economy, fiscal stimulus, monetary policy tightening and rising inflation all are supportive of rising bond yields and thus falling bond prices.
01/10/2017
For people who want to legally escape U.S. filing requirements, the only way is to formally renounce their U.S. citizenship.
01/10/2017
Over the 30-plus years I’ve been working with high net worth individuals, I’ve noticed this is a habit of wealthy investors.
01/09/2017
“The day of 2/20 is now but a footnote in the annals of hedge fund lore”
01/09/2017
His remaining personal net worth is slightly more than $2 million.
01/09/2017
That distinction seems to make good business sense at Fisher
01/08/2017
Morningstar is now embarking on arguably its biggest strategic shift since Mr Mansueto set up the company shortly before his 28th birthday.
01/06/2017
Whatever problems the U.S. pension system has, they are smaller than they ever were before.
01/06/2017
Approximately 19.53% of survey respondents said senior housing was a preferred property type of high-net-worth investors
01/06/2017
Meanwhile, he says, multifamily offices are getting bigger as their singlefamily counterparts give up or fade away with the passing of the older generation
01/05/2017
The acceptance rate to the list is under 4%, according to Forbes.
01/05/2017
Wealth managers who provide investment expertise and additional financial services and products such as trust administration and private placement life insurance.
01/05/2017
Several major trends will likely impact the investment management industry in the coming year. T