02/18/2020
Linda Mack of Mack International was named Women in Wealth Advocate of the Year by Private Asset Management Magazine, a leading wealth management and family office industry publication, as part of the 2020 PAM Awards, announced February 6 in New York City
02/14/2020
We are extremely proud of what Rob, John and the team have accomplished,
02/14/2020
Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team
02/14/2020
We ultimately chose Kestra PWS for their best-of-breed technology and human capital
02/13/2020
He says private investing options will bring in more clients
02/13/2020
The firm, which is controlled by French insurer AXA, does not report its total number of wealth advisors.
02/13/2020
Proteus' private investment platform, a testament to the Firm's commitment to usher in, "the future of investing in alternative assets," offers investors a complete private investment solution, providing pre-approved investment opportu
02/11/2020
Advisors to wealthy families need a broader range of skills as the rich increasingly pass over limited partnerships and fund managers in favor of direct investments.
02/11/2020
Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row
02/11/2020
“Defining the Future of Wealth Management 2020” Study findings explore knowledge needed by professionals to deliver the highest level of wealth management advice and results.
02/11/2020
The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.
02/11/2020
The U.S. economy has been resilient in the face of uncertainty, but risks are growing.
02/11/2020
“I am thrilled that our culture of dedication and boutique-level service has been recognized by Forbes.”
02/11/2020
The deal provides a second Denver location for the Kansas City, Mo.-based RIA
02/11/2020
Both join prestigious, international community of business advisors that are members of the Exit Planning Institute
02/11/2020
Many of these millennials, according to the survey, have a good chunk of money tucked away.
02/11/2020
The award marks the firm’s third such win in the last five years.
02/10/2020
Focusing on brick-and-mortar branches has been a smart move despite the decline of retail banking.
02/07/2020
Almost all financial advisors charge assets under management (AUM) fees, in which clients pay a percentage of their assets to their advisor every year.
02/07/2020
Thornhill, who has over 39 years of experience in the financial services industry, has earned the designation of CFP and CIMA.