05/14/2018
Peter Raimondi and Partners Launch Dakota Wealth Management
Raimondi's new firm, launching with more than $600 million in client assets, offers bespoke portfolios and high-touch service
Wealth and Asset Management
05/14/2018
Bremer Bank Adopts SEI Wealth Platform
Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months
05/11/2018
Family Office Risk Management in the Digital World
Many family offices manage wealth equivalent to that of a small or mid-size business (SMB), and they face similar technology needs.
05/11/2018
The Deloitte International Wealth Management Centre Ranking 2018
The winding road to future value creation
05/10/2018
These Specialized Services are Key to Serving High Net Worth Clients
To advisors not offering specialized services, Cannataro says the expansion of service offerings might seem out of their realm but they “better begin upgrading [their] offerings.
05/09/2018
Investments & Wealth Institute Awards Recognize Outstanding Achievement in Investment and Wealth Management Industry
Nobel Memorial Prize recipient Richard Thaler among industry leaders honored for outstanding contributions to the investment and wealth management industry
05/09/2018
BNY Mellon's Pershing Adds Capital First Trust Company to Its Trust Network
Capital First focuses on special needs trusts—an area of growing interest for Pershing clients.
05/09/2018
In 2018 Business-Savvy Trusts And Estates Lawyers Have Two High-Class Problems
Although there is tremendous upside potential, most lawyers and their firms will probably take very little – and in some cases, NO
05/09/2018
Forbes Ranks Darlene Murphy of Wellesley Asset Management One of the Top 50 Women Wealth Advisors in America
"Being a financial advisor is a great career for women, and I hope that lists like these encourage more women to enter what is still a largely male-dominated field.”
05/08/2018
Morningstar Launches Morningstar Direct for Wealth Management
Morningstar Direct for Wealth Management addresses the challenges wealth management professionals face including organizational alignment, disparate technology solutions, and changes in the regulatory environment.
05/08/2018
BMO Wealth Management Report Finds that Majority of Small Business Owners Missing Opportunities to Fund Innovation
The report, Creating Wealth through Business Improvements, is based on a survey of 1,021 small business owners across the United States.
05/08/2018
How Morgan Stanley’s Gorman Overhauled Wealth Management to Help the Whole Organization
The wealth management division was responsible for less than 25% of the company’s revenue in 2005, but since Gorman took over that has continually increased.
05/08/2018
Pimco, BlackRock and Cap Group ramp up model portfolio push
There are some obvious ways to respond to this, of course.
05/08/2018
Citi Private Bank Hails Fernando Alonso’s Superb World Endurance Championship Debut Race Win
His triumph could barely have been more dramatic, with his Toyota TS050 Hybrid crossing the finish-line just 1.4 seconds ahead of the next car.
05/08/2018
Commonwealth Financial Network® Congratulates Honorees in Forbes’ Top Women Wealth Advisors List
SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure.
05/04/2018
BTG Pactual’s wealth business posts record inflows
This brings its total wealth assets to 100.2 billion reals ($28.3 billion), up 15% compared to the fourth quarter of 2017.
05/04/2018
Capco Launches Fine Art & Collectibles group
New group works with wealth managers, family offices and boutiques to seize opportunities in a growing and competitive market
05/04/2018
Bermuda showcases its talent, value at New York forum
Close to 300 attendees filled the forum location on Seventh Avenue, where more than 60 industry executives detailed Bermuda’s message to an audience of investors, entrepreneurs and c-suite executives on a dozen moderated discussion panels.
05/04/2018
Sura expands Mexico wealth management business
At the time of publication, no further information was available on the products or services that will be available through the new subsidiary.
05/04/2018
Investment Veterans Launch Multi-Disciplinary Asset Manager
The investment management firm was created by experienced investment professionals Michael Tait and Bill Webb.