01/03/2019
Wealth Management Firm Makes Acquisition of Tax and Advisory Practice
By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.
Wealth and Asset Management
01/03/2019
Money managers face reduced margins in 2019
The shifts to lower fees mean asset managers have had to find other ways to maintain margin.
01/03/2019
Citizens Financial Completes Acquisition
Citizens Bank Private Wealth Management will be integrated with Clarfeld, which Robert A. Clarfeld will continue to lead as CEO.
01/03/2019
Woman-owned wealth management firm celebrates decade of growth
Their research based programs provide girls with life-changing experience and real solutions to the unique issues they face.
01/03/2019
How High-Value Clients Are Revolutionizing Your Business
Savvy buyers of advisory firms have learned to scrutinize the story behind the numbers, such as the demography.
01/02/2019
RIAs eye alternatives as public markets get volatile
The company also recently announced the opening of an office in Zurich in response to growing demand from European investors.
01/02/2019
Focus Financial to buy two wealth management firms
The business will now become part of The Colony Group, which itself is a part of Focus.
12/31/2018
The World’s Biggest Billionaire Winners, Losers of 2018
ingaporean billionaires fared the best in dollar terms, gaining $2.5 billion
12/27/2018
Battle of the billionaires brewing? Trump could meet his match in 2020
That dwarfs Trump, whose wealth is estimated by Forbes at $3.1 billion (though Trump has claimed his net worth is higher).
12/27/2018
Bruce Gendelman explains why family office liability insurance is a worthy option
Bruce Gendelman Insurance Services chairman shares benefits of family office liability cover and commonly overlooked risk management issues.
12/24/2018
Stifel plants roots, expanding Memphis office
“If you look at the demographics of Stifel, we have great coverage in the Northeast and Midwest, and there has been a gap that needed to be filled in the Southeast region. We have been working on that aggressively over the past two years.”
12/20/2018
Aspiriant Extends its Family Office Services for High Net Worth Families
Wealth Advisor Industry Veteran Nikki Michelini Appointed to Lead Multi-family Office Service in Aspiriant's San Francisco Location, Delivering High-Touch Engagement to Bay Area Clients
12/20/2018
19 people who will change wealth management in 2019
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019.
12/20/2018
First Republic Bank expands US presence
First Republic has more than 70 offices, primarily in urban, coastal markets in the United States.
12/20/2018
FAs targeting high-net-worth clients amid downturn
Three in 10 FAs said that the one large investment they would like to make to improve their business is to enhance the client experience.
12/19/2018
Swiss group Mirabaud acquires Brazil boutique
It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.
12/19/2018
Donald Duncan receives 2018 Five Star Wealth Manager Award
The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.
12/19/2018
Northern Trust sees strong growth in Insurance Solutions business
One of the new clients is Grange Insurance of Columbus, Ohio, which appointed Northern Trust to provide a range of services, including global custody and insurance investment accounting, for USD2.5 billion in assets.
12/19/2018
UBS Wealth Has Hedge Fund-Like Playbook to Combat Market Mayhem
It’s one solution to the investing conundrum facing its ultra-wealthy clients: How to navigate a multi-speed world
12/19/2018
Focus Financial Adds Family Office in New York
AG&S will be our first family office and business management firm to be headquartered in New York