12/04/2020
What is ‘family office’ … and does your high net worth family need one?
Experts at EisnerAmper event detail growing trend for families
Wealth and Asset Management
12/04/2020
FORCE Wealth Partners with Mastermind for Investor Relations Strategy
Working with FORCE Wealth offers us the opportunity to get our message out to an elite segment of the investment community.
12/04/2020
Pallas Capital Advisors Announces Official Launch as a Registered Investment Advisor
The firm is planning to expand its operation into at least two additional cities in 2021.
12/03/2020
Annual PNC Christmas Price Index Reflects Season Of Silence For Many Live Performers
Considering the impact of social distancing, PNC calculated the 2020 price tag for the PNC Christmas Price Index at just $16,168.10
12/03/2020
AssetMark Brings CIBC Private Wealth High-Net-Worth Solution to AssetMark Platform
This custom investment management and comprehensive wealth planning solution is competitively priced and accessible for wealthy individuals and families.
12/02/2020
First Horizon National Corporation to Transition Newly Acquired Wealth Management Book of Business to SEI
This new arrangement allows SEI to continue providing its current scope of technology services to the new, larger organization.
12/02/2020
Royal Bank of Canada reports fourth quarter and 2020 results
Our capital position remained robust
12/02/2020
The curtain falls on a tumultuous year
Centre stage, the principal actors are going through their closing lines.
12/02/2020
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience
12/01/2020
Lloyds of London & DHS Announce Wealth Management Strategic Partnership and Agreement to Manage £80bn of Lloyds Assets
This strategic partnership will combine DHS’ investment and wealth management expertise and technology capabilities with Lloyds’ significant client base, multi-channel distribution and digital capabilities.
12/01/2020
The fee models blurring traditional wealth management industry lines
Orozco and Bair use flat planning fees and subscriptions often associated with fee-only RIAs, even though they’re affiliated with the nation’s largest IBD, LPL Financial.
12/01/2020
Why Diversity and Inclusion Reaches a Screeching Halt in Wealth Management
The workplace reflects the conscience of the leaders and the culture they create.
11/30/2020
Keep on Truckin’ by Oppenheimer & Co.
Nearly 93% (464) of the S&P 500’s member companies have thus far reported results for Q3 reporting season with earning better than expected at the start of the season.
11/30/2020
Paul Allen Named to Raymond James Financial Services’ 2021 Chairman’s Council
Allen is actively involved in the community and currently serves on the alumni board of Franklin Road Academy, in Franklin, TN.
11/29/2020
Credit Suisse restructures in Latin America
The international wealth arm, led by Philipp Wehle since last year, is seeking to boost revenues from the ultra-rich.
11/29/2020
US billionaire Ray Dalio latest to open family office in Singapore, as he seeks Asia base
Singapore’s efforts to attract more family offices include tax incentives and a Global Investor Program that gives the super-rich a path to permanent residence
11/27/2020
How Much Of Raymond James Financial, Inc. (NYSE:RJF) Do Insiders Own?
It has a market capitalization of US$13b. Normally institutions would own a significant portion of a company this size.
11/27/2020
Optimal opportunities: Why current volatility levels are proving a “sweet spot” for alpha-focused funds
The emerging investment landscape heading into 2021 offers a boon to a beleaguered hedge fund sector which in recent years has had to contend with patchy performances and continued investor aversion.
11/26/2020
Chain Bridge Bank launches new trust and wealth management services
“There are a million wealth managers and most of them are doing active management,” Danker said. “We think that is overrated. There aren’t many offerings for full-service passive management.”
11/26/2020
What Family Offices, HNWIs Think of Retail Assets in the Current Market
Risk tolerance is a key differentiator determining who is willing to buy in the sector.