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
Wealth and Asset Management
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.
04/17/2015
Foundation crumbles: Wealth manager First Foundation withdraws $50 million IPO
First Foundation, a Southern California-based wealth manager and commercial bank, withdrew its plans for an initial public offering on Thursday citing poor market conditions
04/17/2015
Billionaires and millionaires are going nuts with their personal staffs
But seriously, the people they're hiring are crazy.
04/17/2015
Wealth Adviser: Science Replaces Cat Tricks in Hunt for Clients
“The cycles are longer and dependent on proven expertise in clearly defined market niches. More skill. Less serendipity.”
04/16/2015
Sallie Krawcheck: "Ask for the raise."
“When men negotiate, they’re focused on winning. When women negotiate, we’re focused on maintaining the relationship.”
04/16/2015
A Navy Seal, a Yacht Captain, and 500 Other People Billionaires Trust to Manage Their Money
Managing the life of Sergey Brin is big business
04/16/2015
Parents are paying $150,000 to tour colleges in private jets
While most high school seniors complete the dreaded college circuit in a rental car or their folks’ worn-out station wagon, an increasing number of parents are spending tens of thousands of dollars on private jets to ferry their privileged kids to c