09/27/2018
It will be managed by Pictet Asset Management’s Hans Peter Portner who heads the firm’s thematic equities team and Gertjan Van Der Geer, who is a senior investment manager on the thematic equities team.
09/26/2018
Randall Yuen will shut down Jafra Capital Management’s long-short funds at the end of this month after just two years.
09/26/2018
Fiduciary Trust's trust and estate professionals fulfill trustee and executor responsibilities that multiple generations of high-net-worth families can rely upon.
09/26/2018
Franck Cushner CFP® will oversee operations in the New York market in his role as Director for Titleist Asset Management.
09/26/2018
The Barron’s rankings serve as an industry scorecard for wealth management professionals and a resource for individual investors seeking financial guidance and wealth management.
09/26/2018
Brings Family Office Investment Approach to Retail Investors
09/26/2018
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/25/2018
Greg Friedman’s well-known RIA has agreed to acquire Mosaic Financial Partners, founded by Norm Boone
09/25/2018
With an intense focus among leading tax and investment authorities on cross-border tax arbitrage opportunities, some of the strategies are being reworked to benefit less wealthy families.
09/25/2018
The Financial Planning Department, an all-women team with $180 million in assets, is the second Cetera team to jump to LPL in as many weeks.
09/21/2018
Five Arrows Capital Partners completes fundraising above target
09/21/2018
Cresset provides its clients with access to sophisticated investment strategies and planning, the next evolution of family office services, private direct investments, and open source credit solutions arranged by Cresset's Chief Credit Officer.
09/20/2018
The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.
09/20/2018
Later this year, RBC plans to use its advisors in select markets to personalize the campaign by sharing their RBC Wealth Management story.
09/20/2018
For the 10th straight year, Michael Yoshikami has once again made the list of top advisors recognized by Barron’s.
09/18/2018
Captrust's CEO wants to grow the firm's annual revenue from wealth management to 50%, up from 30%, within five years
09/16/2018
Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses
09/16/2018
On the other hand, if brokers and asset managers work together and enter into self-indexing at low price points, the competition can effectively be dealt with.
09/14/2018
In the six months, Morgan Stanley has launched two programs that have helped drive its platform’s success.
09/13/2018
The firm is the second big U.S. brokerage firm to try to control expectations about the annual pay program