08/18/2016
Wealth Adviser Daily Briefing: Dynasty Trusts, Cutting Cash
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
Wealth and Asset Management
08/18/2016
Northern Trust Establishes Securities Lending and Foreign Exchange Services in Australia
Expansion of Capital Markets Business Supports Growth
08/18/2016
Meridian See Big Growth For Wealth Management
The credit union’s growing wealth management services will also be available to customers outside Ontario a year or two after the bank’s launch, says Meridian chief executive Bill Maurin.
08/17/2016
DriveWealth Expands API Portfolio with Wealth Management Services
DriveWealth has announced a number of wealth management partners in recent months.
08/16/2016
HighTower Opens Omaha Office with $500 Million Team
The HighTower Omaha team works closely with clients to identify investment goals and construct structured portfolios composed of high-quality investments.
08/15/2016
Heritage Circle taps affluent Africans’ growing demand for prestige brands
More than 90 percent boast senior management and C-level experiences in diverse disciplines, such as technology and media, banking, oil and gas, metals and mining, entertainment and entrepreneurship.
08/15/2016
Northern Trust: “Slow Growth Angst” Key Driver Behind Five-Year Return Forecasts for Investors
Market Outlook and Asset Class Return Expectations Released
08/15/2016
National Financial Network and Aegis Wealth Partners Merge to Create Regional Financial Powerhouse in Tri-state Area
New alliance creates a strong regional presence
08/14/2016
Wanted: Help handing out Buffett’s fortune
Over the past decade, at least 22,000 letters have crossed their collective desks
08/12/2016
Modernizing Trusts for Modernized Families
In the UHNW space, these claims can bring unwanted publicity.
08/12/2016
PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors
Advisors must have a minimum of seven years of experience to be considered.
08/11/2016
Clarfeld Ranked 6th, Top Boutique Advisor, Among Mega Firm Advisors on FORBES’ “America’s Top Wealth Advisors”
The FORBES article describes CLARFELD’s passion for estate and tax planning, investments; financial concierge services
08/10/2016
Citizens Wealth Management chases mass-affluent business
When compared to the overall U.S. population, the bank's concentration of mass-affluent clients is even more striking.
08/10/2016
National Advisors Announces Agreement with PDS Companies for Unique Asset Services
PDS services will be marketed through NA's National Advisors Concierge Services entity.
08/10/2016
Prospera Financial Services expands team
Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Cordatus Wealth Management, LLC to the Firm; Adds 1.2 Billion in AUM
08/10/2016
The conversation clients need to have with their wealth managers
This distinction is important because these two sets of clients approach risk in a significantly different manner.
08/10/2016
Forbes Ranks Ric Edelman Among Top 10 Wealth Advisors in the Nation
The other firm, according to Forbes, has a $5 million household minimum, and a typical account size of $20 million, suggesting that the firm has just 275 clients.
08/09/2016
Besyata Investment Group acquires Washington Park Plaza in Chicago MSA for $32 million
Besyata believes investing in value-add real estate transactions is not only a risk averse solution, but also a prime opportunity to generate positive alpha
08/09/2016
U.S. Firm has Expansion Plans for Wealth Management in Thailand
The Eagle Gates Group expects to more than double its wealth-management staff in Asia over the next five years.
08/09/2016
Wells Fargo Asset Management expands quantitative offering with acquisition of Analytics Investors
Analytics Investors, which was founded in 1970, is the sub-advisor of 361 Capital, an investment firm specialising in liquid alternative mutual funds.