03/10/2017
Why directed trusts can be effective in asset management
Its objective is to prevent misunderstandings and lawsuits by spelling out the responsibilities of trustees more clearly.
Wealth and Asset Management
03/09/2017
New Force on Wall Street: The ‘Family Office’
Clans with nine-figure fortunes are increasingly investing through unregulated firms known as family offices, impinging on the business of investment banking and private equity
03/09/2017
UBS Wealth Management Americas Partners with Rethink Impact to Contribute to Raising Industry's Largest1 Impact Investing Fund with Gender Lens Overlay
Rethink Impact fund invests in female-led companies creating transformational social and environmental change
03/09/2017
UBS Raises $100 Million US Fund to Invest in Woman-Led Firms
There has never been a better time to enter the field of impact investing.
03/09/2017
Goldman, UBS quants see US dollar warning sign in theory from 1500s
But they're sending a consistent signal that should worry US dollar bulls.
03/08/2017
Neuberger Berman Places Eight Wealth Advisors On Barron's Top 1,200 Financial Advisors List
He heads a wealth advisory team with $2.5 billion in client assets.
03/08/2017
Tiedemann Wealth Management Wins Prestigious Best Outsourced CIO Award from Family Wealth Report
Tiedemann was selected for the award by an independent panel of experts drawn from private banks and trusted advisors/consultants.
03/08/2017
Market Street Trust Named Multi-Family Office of the Year by Family Wealth Report
This marks the third year in a row that Market Street has been honored with the "Best Multi-Family Office" award.
03/08/2017
Oakbrook Solutions Crowned Best Family Office Management Consulting Firm for the Second Year at the 4th Family Wealth Report Awards 2017
Judges recognized Oakbrook as "a powerhouse in serving the family office sector that offers a clear signature process that is logic based.
03/08/2017
Morgan Stanley's Graystone picks up $576 million team
They will report directly to Stephen Bearden, Graystone Consulting’s Palo Alto branch manager, according to an emailed statement from the firm.
03/08/2017
Oakbrook Solutions Crowned Best Family Office Management Consulting Firm for the Second Year
Oakbrook Solutions Crowned Best Family Office Management Consulting Firm for the Second Consecutive Year at the 4th Family Wealth Report Awards 2017
03/07/2017
Northland Wealth Management Named - Best Family Office in North America - Client Service at 2017 Private Asset Management Awards
This year's award recognizes Northland Wealth's continuous efforts to build on its proven track record of superior client service and success.
03/07/2017
Envestnet Wins Private Asset Management 2017 Best Outsourced CIO Solution Award
Envestnet continues to advance its products, services and platforms through technology innovation while meeting fiduciary standards.
03/07/2017
Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios with Reduced Account Minimums
Model Portfolios are Latest Additions to Investing with Impact Platform
03/07/2017
OppenheimerFunds to Acquire SNW Asset Management, Expanding into High-Quality Muni SMA
The acquisition of SNW is a complement to the firm's existing platform of high yield municipal bonds.
03/06/2017
Savant Capital Management named one of top 9 financial advisers in Chicago
The firm also was recognized for its community involvement.
03/06/2017
Swiss Banking Giant Can’t Be Sued in California
The bank withheld or destroyed internal records related to the accounts.
03/06/2017
Poach achieves special status
Poach is focused on providing advice and financial solutions for clients with high asset levels
03/03/2017
New Training Available For Advisors To The Wealthy
Advisors must adjust their approach from one to one, to one to family if they want to help their clients achieve the financial legacy they desire
03/03/2017
Merrill Lynch debuts new mobile features
The increasing number of incumbents investing in mobile banking points to a fundamental shift in the industry