11/07/2014
Sallie Krawcheck Embraces Socially Responsible Investing
In the Fall 2014 issue of Progressive Asset Management’s newsletter, News & Views, Sallie Krawcheck discusses three important topics
Wealth and Asset Management
11/06/2014
Fastest-Growing Family Office Rides Rise in Ultra-Rich
The firm saw assets under advisement grow 40 percent in the year ended on March 31, to $3.5 billion. In the prior year, its assets had doubled, Bloomberg Markets magazine will report in its December issue.
11/06/2014
Canaccord Genuity reports second quarter fiscal 2015 results
In the second quarter of fiscal 2015, the quarter ended September 30, 2014, Canaccord Genuity Group Inc. generated $236.3 million in revenue.
11/06/2014
Four Family Office Industry Pioneers Honored With the FOX Founders Award
Family Office Exchange a global membership organization of private family enterprises, their family offices, and key advisors, bestowed the FOX Founders Award on four family office industry pioneers at the 25th Anniversary FOX Forum in Chicago on October
11/06/2014
RBC Global Asset Management Inc. announces October sales results for RBC funds and PH&N funds
Long-term funds had net sales of $631 million and money market funds had net redemptions of $62 million. Assets under management increased by 1.1 per cent.
11/04/2014
Lebenthal Wealth Advisors Continues to Grow Its Independent Advisor Model
Clay Skurdal Heads New Office Targeted to Economically Vibrant Region with Local Advisors Brent Lee and Brion Norby.
10/31/2014
Pagnato Karp Enhances Family Office Solutions With Acclaimed Client Strategist
"As a leading authority on best practices for ultra-high-net-worth individuals, families and family offices, Hannah will provide our clients with exceptional knowledge, leadership and expertise on the issues that are most important to them," sai
10/31/2014
Panama Offers Real Estate Investment Opportunities
Watch out for six hazards
10/31/2014
After Apparent CEO Suicide, 'Sharks Circling' Firm
Rivals say they are working to pick off Convergent Wealth Advisors clients following the apparent suicide of its former CEO and reports about irregularities at an outside fund he managed.
10/31/2014
What Ultra-Wealthy Clients Really Need
The wealthiest clients not only have more demands and needs across both sides of the balance sheet
10/31/2014
State Street Global Advisors Names New Creative Agency
McCann Erickson continued its new-business streak with the agency's New York office appointment as the new creative lead for State Street Global Advisors.
10/30/2014
McGee Wealth Management Chair/CEO named Top Women Financial Advisor for Fiscal Years 2013 and 2014 by Raymond James
McGee Wealth Management announces that Chair/CEO Judith McGee L.H.D., C.F.P, was named Top Women Financial Advisor for fiscal years 2013 and 2014 by the Raymond James Network for Women Advisors.
10/30/2014
When The Super-Talented And The Super-Rich Are Super-Stupid
The Ultra-Wealthy Almost Always Make Bad Situations Worse When They “Duck And Cover”
10/30/2014
Northern Trust Named 'Best Private Bank in the USA'
Northern Trust, a leading provider of Wealth Management services for affluent individuals, families and family offices, was also named Best Private Bank for Socially Responsible Investing.
10/30/2014
RBC named "Best Private Bank in Canada"
Awards recognize RBC's continued excellence in wealth management
10/29/2014
V-Rooms Announces Pre-Launch of M&A Global Deal Market
V-Rooms announces the pre-launch of Global Deal Market, a rated M&A deal marketplace exclusively for Family Office direct investments in private US based mature companies.
10/29/2014
Family Offices: Investing in the Future of Innovation
These transactions, often times labeled "Direct Investments", have historically been executed by Families Offices who have readily accessible capital to deploy and additionally, have had tremendous success building and developing companies acros
10/29/2014
Many Family Office "Imposters" In Wealth Management Industry, Papers Argues
Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.
10/28/2014
Family Offices to Gain from G7 Impact Investing Proposals
Leading impact investing families include the Brenninkmeijers, behind budget Dutch clothing retailer C&A
10/28/2014
Nelson & Nelson Wealth Management Joins Commonwealth Financial Network
Nelson & Nelson Wealth Management is an independent financial firm that has been helping clients establish and maintain their long-term financial goals since 1988.