01/05/2017
Fidelity International Gets Nod to Sell Investment Products in China
Fidelity International is the first major foreign fund manager to get such a permission
Wealth and Asset Management
01/04/2017
Creating An Elite Wealth Management Practice
Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.
01/04/2017
Wells Fargo Wealth Management Business Could Drive Growth in 2017
Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.
01/04/2017
Serving the Multi-Gen Client
Countless studies show that clients respond best to these types of advisory practices.
01/02/2017
BKD Wealth Advisors named to Forbes Top 100 RIA Firms
Firms managing large funds, hedge funds or broker-dealers or having disciplinary disclosures were excluded.
12/30/2016
Salem Five Financial acquires Newton financial adviser
For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.
12/29/2016
The Year in Wealth Management: Fiduciary Rule, Robos and More
News from 2016 on personal finance, retirement planning and investing
12/29/2016
Wealth management is growing, and struggling to hire
The parts of the industry that are growing are having trouble finding qualified candidates.
12/28/2016
Why high-net-worth investors like a little private equity
With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.
12/28/2016
PKF O’Connor Davies publishes new guide to converting hedge funds to family offices
Converting to a family office is a trend that we have been monitoring for some time
12/28/2016
As Populists Won 2016 Ballots, World’s Richest Made $237 Billion
The world’s wealthiest people are ending 2016 with $237 billion more than they had at the start
12/28/2016
How the world's richest people made $328b in 2016
Pretty remarkable given the start of the year.
12/23/2016
Ritholtz Wealth Launches ESG Portfolio: Top Portfolio Products
In other news, TD Ameritrade launches its first mobile app for long-term investors
12/22/2016
Raymond James says Nov financial AUM reached $77.8 billion
Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.
12/22/2016
The rise of the family office venture investor
There also has been a surge in the number of family offices and more sophisticated investors.
12/22/2016
Wall Street holiday parties are back...but don't tell anyone
Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.
12/22/2016
Voices 5 megatrends that are reshaping wealth management
This number is projected to increase, spurred by the powerful U.S. economy
12/22/2016
IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms
Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and Expertise
12/20/2016
Pushing that Boulder Up the Mountain
The way to overcome this trap is to provide value to the client
12/20/2016
Randomness, Rocks & Wealth
Lisette Cooper ministers to the ultra rich