03/05/2019
Bender Lane Advisory and Hugh Johnson Advisors Agree to Combine Firms
Firm to provide unique range of advisory services, investment capabilities to wealthy families, individuals and non-profits
Wealth and Asset Management
03/04/2019
Julius Baer buys stake in Mexican wealth manager
NSC Asesores manages client assets of approximately USD 3.5 billion.
03/04/2019
Vogele honored as top Best-In-State Wealth Advisor by Forbes
Vogele has 18 years of experience in the financial services industry.
03/04/2019
BMO Private Bank Asia Honoured For Excellence In Wealth Planning
This is the fourth time BMO Private Bank Asia has been honoured by the global news service and media company.
03/01/2019
Forbes Names Pete Ledebuhr Top Wealth Advisor in Illinois
The criteria include interviews, industry experience, community involvement, revenue trends and client retention*
02/28/2019
UBS Gets Warning, Temporary Nod to Run U.S. Pension Money
The Labor Department didn’t immediately respond to requests for comment.
02/28/2019
Raymond James takes full ownership of San Diego asset management firm
The Tampa Bay area’s fourth-largest public company purchased about 45 percent of the firm in 2012
02/27/2019
How Outsourcing Benefits Wealth Management Firms: Fidelity
In a survey, advisors who outsourced were more likely to report growth in clients and AUM.
02/27/2019
William Blair Continues Its Expansion
We are committed to attracting and retaining the highest quality talent and finding professionals who have built their careers serving clients, and caring for their communities.
02/27/2019
Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine
Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine
02/26/2019
Bank of America rebrands its wealth management unit
The Global Wealth and Investment Management arm of BofA recently reported net income of $1.06bn for the fourth quarter of 2018, a 43% jump compared to $744m in the previous year.
02/26/2019
BTG Pactual attracts $18.1bn in fresh fund and wealth assets
The bank’s asset management division also recorded its highest ever inflows for a single quarter last year, posting 20.9 billion reais in the last three months of 2018.
02/25/2019
Billionaire Elon Musk plugs in to Morgan Stanley for his five monster mortgages Housing
The Morgan Stanley loans, signed in the final days of 2018, represent about $50m in new borrowing.
02/25/2019
Focus Financial to buy New York-based investment manager
“The transaction will contribute to the success of the combined entity by expanding the scope of investment and planning services, and allowing Atlas to better service and expand their client base.
02/25/2019
Impact of Tax Cuts and Jobs Act on Family Offices
weeping tax reform package was deployed in 2018 and its full effect now evident amidst filing season.
02/22/2019
What Families Of Wealth Need To Know About The New Tax Law
Tony McEahern and Dan Terlep of Cresset explore five opportunities provided by the tax law changes and how they may be of benefit.
02/22/2019
Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann
When the parent is successful or wealthy, it creates an undeniably unique dynamic with their children, who may have different attitudes towards money.
02/22/2019
RBC Wealth Management reports unchanged income for Q1 2019
RBC however concedes that these factors were held in check by the headwinds mentioned above.
02/21/2019
$1.3 Billion Top Financial Advisor Expects More Market Lows In 2019
Early within his career as a financial advisor, Condron found his talents in generational planning.
02/21/2019
Mariner Wealth Acquires California Wealth Management Practice
The companies didn’t disclose the terms of the deal, which goes into effect April 1