07/03/2014
Deutsche Asset & Wealth Management is in talks over an outsourcing deal for close to $50 billion in real estate assets, as chief executive Michele Faissola continues his bid to improve operating margins at the division he took charge of two years ago.
07/02/2014
People who invest through these firms may be looking for a different experience
07/02/2014
A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.
06/30/2014
These days, it seems like everyone with a shingle hanging will claim to provide at least some family office services
06/30/2014
FSC proved to be the perfect broker-dealer for us, with personalized service, advanced technology and the broadest product lineup we’ve seen
06/30/2014
The verdict, reached on Monday afternoon by a jury at the Court of Common Pleas for the Thirteenth Judicial Circuit in Greenville, South Carolina, included $3.1 million in actual damages and $5 million in punitive damages, the person said.
06/29/2014
Boston has always had better demographics than the rest of the country
06/29/2014
The list, published June 26, aims to help the publication's readership identify highly qualified independent investment advisors.
06/29/2014
The faster growth rates are in the independent financial adviser part of the business
06/29/2014
The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.
06/27/2014
The ranking comes on the heels of FBB Capital’s 25-year anniversary
06/26/2014
Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.
06/26/2014
Client assets under administration, financial assets under management, and securities commissions and fees in the Private Client Group segment are benefiting from market appreciation
06/26/2014
Financial Concierge Firm for High Net Worth Individuals & Families launched
While Family Offices are not a new concept, Virtual Family Offices are very new
06/25/2014
To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.
06/24/2014
The majority of wealthy Americans claim to be self-made, but the next generation will gain significant riches from inheritance as some $15 trillion in assets pass down family trees over the next 20 years.
06/24/2014
About 15 percent say they sometimes check their messages, while only 3 percent say they never check them
06/24/2014
U.S. and European banks have been seeking to boost their wealth businesses in Asia
06/23/2014
This week at the Reuters Global Wealth Summit, "transparency" and "fees" were among the most popular words spoken by top wealth and asset management executives.
06/23/2014
UBS Americas today unveiled a $10 million, five-year commitment to establish a new education platform for improving college success among under-resourced populations.