09/22/2015
Focus Partner Firm FFO Expands with Two Mergers
- FFO Opens New Office in California and Strengthens Tax Expertise -
Wealth and Asset Management
09/22/2015
How Wealth Management Is a Lot Like Boxing
Despite everything I’ve learned from dodging left hooks, practicing undercuts and sparring with my peers, I believe this quote from Mike Tyson relates to all aspects of life: “Everyone has a plan until they get punched in the mouth.” It
09/22/2015
How Senior Executives Working For A Single-Family Office Can Maximize Their Personal Wealth
What’s very telling is that few senior executives are taking advantage of these opportunities.
09/22/2015
Berenberg plans push into UK and US amid global expansions
Berenberg is expanding its presence in the UK as new regulation shakes up the brokerage market.
09/22/2015
How UBS Spread the Pain of Puerto Rico's Debt Crisis to Clients
The Swiss bank packed pension bonds it underwrote into mutual funds it marketed on the island with a hard sell.
09/22/2015
Montello Wealth Creates the "New Model of Wealth Management"
Our unique platform provides a personal financial website that provides daily updates to your retirement plan.
09/21/2015
Asia Pacific Region has more millionaires than North America
High net worth individuals are those who have money with a minimum of $1 million to invest aside from primary assets.
09/18/2015
Taking A Closer Look At Hedge Fund Family Offices
The critics argue that its obvious that hedge fund managers should remain focused on their Hedge Funds and live by the results of their efforts.
09/17/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.
09/17/2015
UBS Loses Advisers Managing Nearly $775 Million
Advisers move to rivals Morgan Stanley and Raymond James Financial
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
For some time, single-family offices have been co-investing with other single-family offices, mostly in private companies.
09/17/2015
Strategic Wealth Partners Honored on Inc. 5000 List for Second Consecutive Year
Inc. magazine’s annual ranking lists the country’s fastest-growing private companies
09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.
09/16/2015
New Wealth Management firm launched
The firm has joined LPL’s broker-dealer platform and will provide fee-based advisory services through Cornerstone Wealth Management LLC
09/15/2015
Follow The Money: Sniffing Out Hidden Wealth Management Fees
In these arrangements, the purported advisors are typically receiving income, related to their client activity, which stems from a source other than their clients.
09/15/2015
Pundits: The future looks bright for fee-based advisors
The future still belongs to registered investment advisors.
09/15/2015
Monument-based Integrity Bank spinning off wealth management
The funds have grown as investment advisers nationwide have found them attractive for wealthy clients
09/15/2015
Nine of world's biggest banks join to form blockchain partnership
It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin - a controversial, web-based "crytocurrency" - can be used in finance.
09/14/2015
Ex-UBS Wealth Head Unveils Platform for UHNW Advisors
“The wealth management business has changed dramatically over the past decade,”