04/28/2015
The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.
04/28/2015
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools
04/28/2015
UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "When is enough…enough?" revealing the anxieties that underlie the successes millionaires have achieved.
04/28/2015
“The Custody Risk Americas Awards reinforce our client-centric approach and emphasis on providing our clients with customized solutions for their regulatory and reporting needs,”said Dan Houlihan, head of Northern Trust Global Fund Services in
04/27/2015
Joseph Heider isn't just expecting wealth advisers to retire in coming years.
04/27/2015
The Multi-Family Office Platform
The ultra-wealthy are increasingly considering establishing single-family offices or availing themselves of multifamily offices.
04/27/2015
“This strategic move is part of our ongoing plan to expand our business into key wealth markets throughout the nation,” said Jack Markwalter, chairman and CEO of the Atlanta-based company in a news release.
04/27/2015
Private equity targets individual investors.
04/27/2015
What’s behind this? It starts with baby boomers.
04/27/2015
Merrill, also on the hunt for new recruits
04/24/2015
A new study from Family Office Exchange, a global membership organization of enterprise families and their key advisors, has revealed growing profitability among multi-family offices and wealth advisors and, at the same time, increasing divergence in prof
04/24/2015
"Honestly, I believe (the proposal) will leave millions of people without the advice they're getting today," Paul Reilly, chief executive officer of the independent brokerage Raymond James Financial
04/24/2015
"This presents a tremendous opportunity for art financiers and wealth managers to provide a diverse range of art and wealth management services and thrive on the backs of some of the world's most affluent art collectors," she continued.
04/23/2015
IRS now restricts individuals to only one IRA rollover a year
04/23/2015
US wealth management firm gives itself two year window to decide to go public
wealth management firm does not disclose its value or specific financial numbers
04/23/2015
Bank holding companies generated $143.2 billion in wealth management income, up 6.5% from $134.6 billion in 2013. It was the most revenue they've ever produced since the data started to be tracked in 2007.
04/23/2015
Wealthy Brazilians looking to escape recession, corruption scandals and political upheaval have long made Miami their destination of choice.
04/23/2015
Ronald O’Hanley aims to boost State Street Global Advisors’ allocation capabilities and raise the profile of the firm’s active
04/23/2015
Under a fiduciary rule, all that goes away.
04/23/2015
CEO says bank eager to boost share price to bolster ability to do deals