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.
Wealth and Asset Management
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.
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.
12/08/2017
Ex-UBS senior strategist was 'fed up'
He told a Manhattan federal jury on Thursday that he was let go shortly after he ignored a request to scrap a report about how a double-dip recession could hurt the hotel industry’s real estate.
12/07/2017
EMM Wealth Shortlisted for Family Wealth Report Awards 2018
The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.
12/07/2017
UBS Team Signing Edges True Private Wealth Assets Towards $1B
The Portland, Ore.-based team, which managed about $228 million at UBS, will lift the expanding indie RIA’s assets past $950 million, according to company officials.
12/07/2017
Private Wealth Systems Shortlisted for 2018 Family Wealth Report Awards
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
independent wealth management firm Acquires NPH Practice
Lightyear Capital-Backed Firm Purchases Jacksonville Florida-Based Practice
12/07/2017
Old Mutual unit picks banks for $3.35 billion flotation: sources
Analysts at KBW and a second source who declined to be named said the IPO would involve 10 percent of the company.