09/09/2015
Strategies to help reboot the wealth management business
To reboot profitability and position their firms for growth, wealth managers should go back to the fundamentals and re-examine where and how they compete.
Wealth and Asset Management
09/09/2015
Birmingham wealth management firm expands into Nashville
The expansion comes as the result of a partnership with ETC Capital Management, LLC as of September 1, 2015.
09/09/2015
Ultra-Wealthy Entertainers Need Specialized Estate And Asset Protection Planning
Celebrities many times have multiple sources of wealth that are unique to their businesses.
09/09/2015
Beacon Pointe Wealth Advisors Nabs $300M Boston Firm
Cooper says that he was introduced to Mathers earlier this year by a friend at another company in the Boston area.
09/09/2015
FallLine Securities Launches First Wealth Management Platform Designed Exclusively for Elite Private Wealth Advisors
The firm provides everything Private Wealth Advisors need to launch and build their own independent hybrid Registered Investment Adviser firm
09/08/2015
Omnia Family Wealth to use Dynasty Financial's platform
Multi-Generational Wagner Family Works With Multi-Generational Families
09/06/2015
AIG introduces insurance policy for designer collections
The new couture product offers coverage not typically found in a homeowner's policy and recognises the high value placed on the fine craftsmanship of high-end designer fashions and wardrobe accessories
09/03/2015
Five Star Professional Honors Matt Teeple of Teeple Wealth Management with the 2015 Five Star Wealth Manager Award
Matt Teeple awarded for professional excellence and exceptional client satisfaction.
09/02/2015
Completion of FLAG Acquisition Establishes Aberdeen's Investment Capabilities in Global Alternatives
The combined team now has around 50 such professionals in the US, Europe and Asia.
09/02/2015
Man or Machine. Today the battle has begun
Wealth Management and The Rise of Robo Advisors
09/02/2015
What's Hot in Estate Planning Right Now May Surprise You
Aside from minimizing estate taxes, 20 years ago avoiding costly probate was another concern.
09/02/2015
TASC to Acquire BMO Benefits Services
TASC and BMO Benefit Services Join Forces to Provide Employees with Tax Saving Options
09/02/2015
BMO Global Asset Management White Paper: A Case for Active Investing in Low Volatility Equity
The paper notes that as investor attention has turned increasingly toward outcome-based solutions
09/02/2015
Most wealthy families see their fortunes disappear within a few generations
U.S. Trust recently surveyed high-net-worth individuals with more than $3-million in investable assets to find out how they are preparing the next generation for handling significant wealth.
09/01/2015
Steven Klimaszewski, CFP®, CFS® of J. Matrik Wealth Management Honored With the 2015 Five Star Wealth Manager Award
Steven Klimaszewski, CFP®, CFS® named one of Weschester's outstanding wealth managers.
08/31/2015
SYZ Group: Royal Bank of Canada (Suisse) SA becomes Banque SYZ Suisse SA
The acquisition was entirely financed by internal resources, demonstrating the SYZ Group's sound financial position.
08/31/2015
New Independent Advisory Firm launched
“We are delighted that, as an independent firm, we have the freedom and ability to choose any strategic partner firms – from institutional research to world-class custodians – to give our clients a heightened level of service and a broad
08/31/2015
Tiedemann Wealth Management Recognized As Top Advisor For Second Consecutive Year
It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first
08/30/2015
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars
08/30/2015
Carlyle looks to sell Landmark Aviation for $1.7 billion
Carlyle initially looked at cashing out of Landmark via a stock market listing, but in the past few months has broadened out that process to include a possible outright sale.