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Wealth and Asset Management

01/24/2017

Single-Family Offices Are Hiring Hedge Fund And Private Equity Investment Talent

There are many attraction of single-family offices to these proven investment professionals

01/23/2017

Merger activity for independent US wealth managers up 10%

The actual number is likely much higher, the study found.

01/20/2017

Lazard Asset Management Launches Real Assets Fund

The Multi-Asset team manages more than $4.2 billion in assets across a wide range of solutions tailored to meet each client's specific needs.

01/20/2017

Where Is Ken Fisher Spending His Billions- and Why?

What can you fathom others find unfathomable?

01/20/2017

RBC recognized as 'Best Trade Finance Provider in Canada' for fifth consecutive year by Global Finance magazine

The winners were selected by the Global Finance editorial review board and based on input from industry analysts, corporate executives and technology experts.

01/20/2017

J.P. Morgan CEO to Get $28 Million in 2016 Compensation

His base salary is unchanged at $1.5 million, according to the filing.

01/19/2017

Cincinnati money managers merge with national firm

The Haires and Mitchell have plenty of experience in wealth management for high-net-worth individuals and families.

01/19/2017

Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)

"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"

01/19/2017

Boston wealth manager acquires 5th firm in as many years

The firms have long admired each other and shared similar values

01/19/2017

Canada's Royal Bank boosts focus on AI with new research lab

A type of machine learning that uses reward and punishment.

01/18/2017

HighTower Adds $1 Billion Firm

Fortress Wealth Planning provides individuals and families with financial planning services

01/18/2017

PagnatoKarp Scales Concierge Services for High Net Worth Clients with New PK Perks Program

Services include travel and entertainment recommendations and exclusive discounts on transportation and fine gifts.

01/18/2017

Wall Street is witnessing a 'third wave of computerization'

Automated investment services utilize algorithms to manage and allocate people's assets

01/18/2017

Opportunity Network Shortlisted for “Best New Product for HNW Advisory” Award by Private Asset Management

Selection based upon the FinTech firm's innovative global investment matchmaking platform for family business owners and high net worth investors

01/13/2017

Millennials Demand More Advisor Efficiency

We have a way to do a screen share with the client so they can be at home and we can be at the office and share ideas.

01/13/2017

Women advisers not attracting as many assets as male colleagues

Females in RIA channels especially coming up short

01/13/2017

Oakbrook Solutions Shortlisted in Two Categories for the 2017 Private Asset Management Awards

We are honored to be included among the prestigious roster of industry leading firms shortlisted for this year's PAM Awards

01/12/2017

KPMG To Build State-Of-The-Art Learning, Development, And Innovation Facility In Orlando, Florida

Delivering a world-class training experience also is an investment in our ability to attract and retain the best talent.

01/12/2017

Mercer Advisors buys $100M New York RIA firm

Novos Planning Associates moves under the Mercer umbrella as the 22nd branch office

01/10/2017

Family Office Networks Expands Hedge Fund Platform

They want allocations from family offices but find them to be hard to identify and get in front of to tell their story.

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