04/02/2020
Wellspring, a specialist in estate planning and intergenerational wealth transfer, will act as a resource for Hightower advisors seeking estate and tax planning solutions for affluent clients
04/02/2020
“A family office functions like a financial concierge and can do as little or as much as our clients want.”
04/02/2020
Investors see the coronavirus subsiding by midyear, a UBS poll finds.
04/01/2020
The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.
03/30/2020
By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts
03/26/2020
Ninety-six percent of women have a primary or shared responsibility for family financial decisions.
03/25/2020
As digital engagement models continue to leverage lower product costs and commoditize advice, the industry is compelled to come up with more competitive fee structures to keep up with the latest changes in the marketplace.
03/24/2020
Fundamental Environmental, Social, Governance (“ESG”) Research will offer clients multi-dimensional analysis of ESG performance for companies under coverage, and assess how ESG attributes impact security pricing.
03/24/2020
Software meets family office needs for aggregated data and personalized client experience
03/22/2020
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/20/2020
Covid-19 is forcing people to change their work behaviour in a dramatic way, particularly how businesses conduct travel and remote working
03/20/2020
In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor.
03/19/2020
US brokerage builds on partnership by sending execs to Japan
03/19/2020
This way Americans will stay at home and the virus will stop spreading.
03/18/2020
More than a third of family offices boosted their cash reserves last year as they bet on a global recession in 2020.
03/18/2020
With the help of sustained fundraising activity, private equity firms will continue to be active in the M&A market in 2020.
03/18/2020
That’s likely to hearten working parents who’ve struggled to persuade managers to let them log in from home, as well as many younger recruits at ease doing things digitally.
03/18/2020
Asked how she would like to see the industry move forward, Ford says she would like to see it focus on some different metrics
03/18/2020
The combination of our sophisticated tax planning and fiduciary client model with Crow Point's world-class risk management and investment process is a value add for clients.”
03/17/2020
This left a good number of customers unable to do anything but watch their portfolios drop in value before their very eyes. Luckily, Friday saw the return of these systems, and trading has been smooth ever since.