08/28/2015
The Gurus' Financial Guru
The exposure has fueled the growth of Gupta Wealth Management and has raised Gupta’s profile within the industry.
Wealth and Asset Management
08/27/2015
Using Tax Services as Lead Generation, Marketing Tool
Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.
08/26/2015
What Are Wealthy Investors Doing on YouTube?
Young affluent investors are heavily involved with YouTube and want to access financial information there.
08/26/2015
Multi-Family Offices Embrace Critical life Style Services
They need to understand their family clients and solve an extensive array of problems when they arise.
08/25/2015
Scepter Partners Forms Dedicated Merchant Bank for Sovereign Investors and Family Offices
The formation of Scepter’s merchant banking division creates one of the most experienced merchant banking specialists focused on family offices and sovereign wealth.
08/25/2015
Wealth Managers Say Stay the Course, Amid Market Dive
China devalued its currency two weeks ago and investors fear China's weakness could indicate weakness in other countries too.
08/23/2015
Bankers Play a Role as Family Businesses Contemplate the Future
Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.
08/23/2015
World's richest billionaires lose $182 billion in one week after NYSE plunges 500 points
The largest loss in the week overall went to Warren Buffett, an investor and the world's third wealthiest person, with a $3.6 billion loss in fortune over seven days.
08/21/2015
Richardson GMP scoops up CQI Capital, plans relaunch of asset manager
This is an opportunity to gain access to really great money managers that are not available in Canada
08/21/2015
Big Data's High Value Prods Major Wealth Managers Into Alliance
SPReD, otherwise known as Securities Product Reference Data, is expected to launch within six to 12 months, the Journal report stated.
08/20/2015
The Colony Group Named to Inc. 5000 Fastest-Growing Companies
From 2011 to 2014, The Colony Group experienced revenue growth of 132% and increased its staff by 66%.
08/19/2015
NextShares wins its first adviser platform partner with Envestnet
An important milestone for a firm that wants active managers to fight back against the growth of index-tracking ETFs
08/19/2015
20 Stocks The Richest Hedge Fund Billionaires Are Buying And Selling Now
Some of the most bought stocks in the first quarter lost their popularity among top hedgies.
08/19/2015
Morgan Stanley To Focus On Silicon Valley Wealth
To address this issue, Morgan Stanley Wealth Management’s Palo Alto Group announced a joint initiative with Nasdaq Private Market to help founders manage their equity ownership
08/19/2015
BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds
Unitholders of record of the BMO ETFs at the close of business on August 28, 2015 will receive cash distributions payable on September 4, 2015.
08/18/2015
Newly-Formed Wealth Management Boutique Hits the Ground Running
Led by Advisors Daniela Pedley and Lauren Cosulich, New Summit Trail Team Will Be Based in San Francisco and Boston
08/18/2015
Advisors Turn To Tax-Free Munis As Rate Hikes Loom
Most every government issuer's situation is unique these days
08/18/2015
Morgan Stanley wealth management focussing on most-profitable clients for international business
The wealth management business will focus on accounts with at least $500,000 of assets, the person added.
08/18/2015
$500M Barclays Team Goes Indy
Summit's six-member founding team said it partnered with Dynasty Financial Partners for the platform's integrated wealth management services and technology options.
08/17/2015
Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative
Wealth management services will be offered by MSWM’s Palo Alto Group, led by Mark Curtis and Karen McDonald, a leading financial advisor team focused on the reinvestment of liquidation proceeds from employee stock plans. The Palo Alto Group will wor