04/23/2015
New SSga CEO Ron O’Hanley Says Asset Allocation Is the New Active
Ronald O’Hanley aims to boost State Street Global Advisors’ allocation capabilities and raise the profile of the firm’s active
Wealth and Asset Management
04/23/2015
Merrill chief says it’s time to work for clients
Under a fiduciary rule, all that goes away.
04/23/2015
CIBC Still Hunting for U.S. Wealth-Management Deals, CEO Says
CEO says bank eager to boost share price to bolster ability to do deals
04/22/2015
Raymond James Says Rebate Checks in the Mail
After Raymond James agreed to pay back clients who were wrongly sold more expensive classes of mutual funds, the firm made good on its promise, sending out checks to clients this week.
04/22/2015
Buckingham Asset adds 8th office with merger
The firm has expanded rapidly in recent years.
04/22/2015
Rockefeller & Co. Wins Responsible Investing Category At Family Wealth Report Awards 2015
The awards showcase providers in the global private banking, wealth management, and trusted advisor communities
04/22/2015
Bessemer Trust Opens Seattle Office to Serve Pacific Northwest Region
We have always been dedicated to delivering exceptional advice and unparalleled client service
04/21/2015
Wealth Management Marketing and Angie Herbers Inc. Are Now Kaleido Inc.
Wealth Management Marketing and Angie Herbers Inc., two leading firms serving the independent financial advisory industry, have unified under one name, Kaleido Inc.
04/21/2015
Paul Bagnato Named to Master's Club at Morgan Stanley Wealth Management
Morgan Stanley has announced Paul Bagnato, has been named to the Firm’s prestigious Master’s Club
04/21/2015
Lightyear Capital Buys Majority Stake in Wealth Group
Headquartered in Minneapolis with offices in Wisconsin, Illinois and Iowa, Wealth Enhancement Group's 20 teams of advisers manage about $4.8 billion in assets for mass affluent and affluent clients.
04/20/2015
When Hedge Funds Become Family Offices
For a number of reasons, some hedge funds are returning outside capital and adopting the legal structure of a family office to run their own monies.
04/20/2015
An investment advisory firm founded on Eagle Scout ideals has arrived in Boston
The firm is named after the Twelve Points of the Scout Law
04/20/2015
ListMakers: This is who is managing the money of the wealthiest people in Seattle
When the millionaires of Seattle reach to open up their checkbooks, these top firms are the ones right there beside them
04/20/2015
The Single-Family Office Iceberg
Single-family offices, meanwhile, are becoming increasingly the preferred financial and lifestyle management coordinating entity for the super-rich.
04/20/2015
Steward & Kissel Says Hedge Funds Are Looking More Like Family Offices
A family office or single family office is a private company that manages investments and trusts for a single family.
04/20/2015
Wealth Adviser: Working with Your Own Family Gets Tricky
It’s natural enough for a financial adviser’s relatives to become clients
04/20/2015
Classic Capital Joins Buckingham Asset Management
Classic Capital will assume the Buckingham name
04/20/2015
Ameriprise Widens Its Moat
Its growing prominence in wealth management is responsible for the rating increase.
04/19/2015
Webster's Wealth Management Business Falters
The drop from the previous quarter was due to lower unanticipated volume in Webster Investment Services
04/17/2015
Lateral Investment Management Announces Strategic Partnership
As part of the partnership, Lateral will advise The Leo Group on a private debt portfolio of $55 million.