08/31/2015
New Independent Advisory Firm launched
“We are delighted that, as an independent firm, we have the freedom and ability to choose any strategic partner firms – from institutional research to world-class custodians – to give our clients a heightened level of service and a broad
08/31/2015
It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first
08/30/2015
Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars
08/30/2015
Carlyle initially looked at cashing out of Landmark via a stock market listing, but in the past few months has broadened out that process to include a possible outright sale.
08/28/2015
The exposure has fueled the growth of Gupta Wealth Management and has raised Gupta’s profile within the industry.
08/27/2015
Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.
08/26/2015
Young affluent investors are heavily involved with YouTube and want to access financial information there.
08/26/2015
They need to understand their family clients and solve an extensive array of problems when they arise.
08/25/2015
The formation of Scepter’s merchant banking division creates one of the most experienced merchant banking specialists focused on family offices and sovereign wealth.
08/25/2015
China devalued its currency two weeks ago and investors fear China's weakness could indicate weakness in other countries too.
08/23/2015
Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.
08/23/2015
The largest loss in the week overall went to Warren Buffett, an investor and the world's third wealthiest person, with a $3.6 billion loss in fortune over seven days.
08/21/2015
Richardson GMP scoops up CQI Capital, plans relaunch of asset manager
This is an opportunity to gain access to really great money managers that are not available in Canada
08/21/2015
Big Data's High Value Prods Major Wealth Managers Into Alliance
SPReD, otherwise known as Securities Product Reference Data, is expected to launch within six to 12 months, the Journal report stated.
08/20/2015
The Colony Group Named to Inc. 5000 Fastest-Growing Companies
From 2011 to 2014, The Colony Group experienced revenue growth of 132% and increased its staff by 66%.
08/19/2015
An important milestone for a firm that wants active managers to fight back against the growth of index-tracking ETFs
08/19/2015
Some of the most bought stocks in the first quarter lost their popularity among top hedgies.
08/19/2015
To address this issue, Morgan Stanley Wealth Management’s Palo Alto Group announced a joint initiative with Nasdaq Private Market to help founders manage their equity ownership
08/19/2015
Unitholders of record of the BMO ETFs at the close of business on August 28, 2015 will receive cash distributions payable on September 4, 2015.
08/18/2015
Led by Advisors Daniela Pedley and Lauren Cosulich, New Summit Trail Team Will Be Based in San Francisco and Boston