03/25/2015
Global alternative asset manager to acquire Conifer Financial Services
Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.
Wealth and Asset Management
03/25/2015
BMO Private Bank Study: Affluent Americans Plan to Retire Young and Stay Active
The study found that a majority plan to retire young and stay active in their later years.
03/25/2015
2 Austin wealth managers land on Barron's top advisers' list
Once again, Bobby Fischer, a Houston adviser with UBS Financial Services with $6.5 billion under management, topped the list of Texas advisers
03/25/2015
Innovative Wealth Management Firm Available to Vancouver Islanders: Coastal Community Credit Union Launches Private Wealth Group
Coastal Community Credit Union, the largest financial services organization based on Vancouver Island and the Gulf Islands, launches today their elite wealth management advisory firm
03/24/2015
Single-Family Offices Crowdsourcing Investment Opportunities
Some of them are brilliantly beginning to employ technology such as telepresence and cognitive computing to become more effective.
03/24/2015
Cruz’s Wife Heidi to Take Unpaid Leave From Goldman
He became the first major-party candidate to formally enter the race and called for conservatives to “rise up to reignite the promise of America.”
03/24/2015
Sterling National Bank, Ameriprise to offer wealth management services
The wealth management expertise that Ameriprise brings to the table is very complementary with existing offerings and the profile of our client base
03/23/2015
Single-Family Offices Crowdsourcing Investment Opportunities
A core responsibility of most single-family offices and private investment companies is to manage the wealth of an individual or family
03/23/2015
Two Guys, Two Bikes and One Money-Making Plan to a Better World
The duo decided to merge Wolfensohn’s private-equity fund that invests in clean energy and financial services in developing countries with Scott’s Eko Asset Management Partners
03/20/2015
Flynn Family Office Earns Two Top Honors at The Family Wealth Report Awards 2015
Flynn Family Office, one of North America's foremost family office and business management companies was last night honoured with both 'Best New Entrant' and 'Best Brand Launch/Re-launch' at the 2nd Family Wealth Report Awards 201
03/19/2015
Citi Private Bank goes after big fish in Houston
Did Citigroup Inc. give up on Texas?
03/19/2015
Pitcairn Wins Family Wealth Report Award for Best Client Initiative
Pitcairn, a leading family office, received top honors in the family office category for Client Initiative at the second annual Family Wealth Report Awards 2015
03/18/2015
Financial Advisers Target San Francisco Tech Wealth
Mr. Krasnoff and partner Todd Morgan say they believe they can double assets under management in five years through expansion and acquisitions.
03/18/2015
UBS Wealth Management Americas Re-Brands Retirement Plan Consulting Business
With a shifting environment and ongoing regulatory changes, including potential new DOL fiduciary rules, retirement plans face growing complexity and increasingly seek consulting services.
03/18/2015
Custom House re-launching Global Fund Services
TMF Group and Custom House Global Fund Services are going to separate, creating an independent, stand-alone fund services operation
03/18/2015
Bel Air Investment Advisors opens in CA
The new office will enable Bel Air to better service its expanding portfolio of Bay Area clients and will enhance its commitment to the needs of high net worth clients in Northern California.
03/18/2015
Goldman Speciality-Finance Firm Falls in Trading Debut After IPO
The company raised $120 million, selling six million shares at $20 a piece on March 17 after they were offered for as much as $21.
03/18/2015
Trouble With Trusts When Transferring Wealth
One only need look at the headlines in the case of Robert Durst to see the importance of this hypothesis.
03/18/2015
Atlantic Trust receives national recognition at Family Wealth Report Awards
The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.
03/17/2015
Wheelhouse Analytics and Envestnet Partner To Launch Envestnet Institute On Campus
Envestnet Institute On Campus Is A Program To Train The Next Generation For A Career in Wealth Management