01/09/2018
Only These Few Top Banks Are Luring HNW Clients
What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high as 65 percent?
Wealth and Asset Management
01/04/2018
Atlanta Firm Crosses $5B AUM Mark With Merger
Compass is a fee-only wealth management firm with $240 million in assets under management.
01/04/2018
Strategic Wealth Partners Expands Reach
Chicago Area Wealth Management Firm Expands Footprint into Milwaukee Market
01/04/2018
Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management
RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections
01/02/2018
Stifel Giving Out $1,500 Bonuses
Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts
01/02/2018
US wealth management: Ghost protocol
The spectre of collusion may not hang over the US wealth industry for much longer.
01/02/2018
Another Big Name Dumps Broker Protocol
The move will supposedly let Citi “continue to invest in our growing team of award-winning financial advisers
12/30/2017
The 10 Worst Clichés of Wealth Management
We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.
12/25/2017
Arizona-based Modernize Wealth joins Kestra PWS
Kestra PWS, itself founded by former wirehouse advisors, helps wirehouse exiters go independent. It has helped Modernize open an office at 3075 W. Ray Road in Chandler, Arizona.
12/21/2017
There's something about the holidays that makes the planet communal
It's an inspiring time of the year. - Marlo Thomas
12/21/2017
Boston Private to shed $9B wealth management unit
The firm provides both banking and investment management services to the wealthy.
12/21/2017
BNY Mellon Investment Management Launches Dreyfus Global Multi-Asset Income Fund
New Fund Adds to BNY Mellon IM's Diverse Suite of Actively Managed, Global, Multi-Asset Offerings
12/21/2017
Hugh Hefner’s Trust Instructs Heirs to Just Say No to Drugs and Alcohol
It also makes sure to disinherit any posthumously conceived children
12/20/2017
Krawcheck expands Ellevest robo to three service levels with more human advice
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice
12/18/2017
Three Merrill Lynch advisers make Financial Time, Forbes top lists
Benjamin Klein recently was recognized by Forbes magazine on its "America's Top 250 Wealth Advisors" list of 2017
12/15/2017
Wealth firm Lionshare Partners commences operations
“This reduces the conflict of interest and overhead expenses, which are savings passed on to their clients,” according to a press statement.
12/14/2017
Citi Private Bank Law Firm Group and Hildebrandt Consulting Release 2018 Citi Hildebrandt Client Advisory
Law Firm Industry Remains Resilient in Channel of Modest Demand Growth
12/13/2017
Wilmington Trust Hires Kevin Johns as Senior Private Client Advisor for Atlanta Wealth Office
Johns has over a decade of wealth management experience.
12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The Centrals represent approximately 300 credit unions across Canada
12/11/2017
Yuva Wealth Planning Joins tru Independence Platform
Sumer has 20 years of experience in banking and private wealth management, both in the U.S. and abroad for firms including JP Morgan, HSBC and Wells Fargo.