03/17/2015
Raymond James says West Bank is a 'top performer,' again
This is the second consecutive year that Raymond James has named West Bancorporation a top bank.
Wealth and Asset Management
03/17/2015
Managing Hollywood’s Shrinking Wealth
Hollywood is no longer paying what it once did, even though many actors and screenwriters don’t want to believe it.
03/17/2015
Market Street Trust Named Multi-Family Office of the Year
Market Street Trust Company, a family office and New York state private trust company, received the award for "Multi-Family Office" of the year at the Family Wealth Report Awards 2015
03/16/2015
Is Your Financial Adviser a Fiduciary ... or Just a Douche?
Would you have as much faith in your guidance counselor's recommendation to attend a college if she received a $5,000 kickback from that college for every student she convinced to matriculate?
03/16/2015
Cantor & Webb Honored to Receive Tax Advice Award
Judges report that the winner of this award gave a clear illustration of how they manage the complex needs of their international clients, and offered a clear description of their positive interaction with leading authorities in the industry.
03/16/2015
RBC recognized with five top honours at the Family Wealth Report Awards
RBC's global strength recognized with awards for top "Canadian Private Bank", "Institutional Trust or Fiduciary Company", "Private Bank - Wealth Structuring Offering", "PR Program" and "Global Custodian&am
03/16/2015
Canadian banking veteran Gord Nixon pans IMF plan for oversight
As head of Canada’s largest bank, Gord Nixon had a front-row seat when the global financial system teetered on the brink in 2008,
03/16/2015
Cantor Fitzgerald Wealth Partners' Pittsburgh Team Recognized as One of 2015 Top 100 Retirement Plan Advisors
Cantor Fitzgerald Wealth Partners, an affiliate of Cantor Fitzgerald & Co., serves the private wealth market and retirement plan clients.
03/16/2015
Chubb Wins Family Wealth Report Award
The Chubb Group of Insurance Companies has received the Insurance Solution award from the Family Wealth Report
03/16/2015
The Smart Money Is Getting Smarter
The term smart money many times refers to the wealthy who use their financial resources to generate greater affluence
03/16/2015
Robo-adviser frenzy: Apocalypse or rerun?
What tax professionals' experience says about the future for financial advisers
03/13/2015
What Really Led to LPL Exec's Exit
Moore, 53, was a financial services veteran who had just completed two years as CEO of LaSalle Bank in Chicago
03/13/2015
What Millennials Look for in a Wealth Advisor
Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future
03/13/2015
Women in leadership: Two Portland opportunities to learn from a former Wall St. powerhouse
Sallie Krawcheck left a powerful position on Wall Street to become a champion for women in business
03/13/2015
What Affluent Investors Know About Wealth Management bY Kent McDill
Most wealthy investors believe they know what wealth management services are, but they do not agree amongst themselves on all facets of the service.
03/12/2015
Bank of the West Opens Full Service Wealth Management & Banking Center
Bank of the West is committed to southern California and the Indian Wells community
03/12/2015
The Single-Family Office Evolution
“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t
03/12/2015
Benefits of lifetime charitable gifts can outweigh bequests, says Atlantic Trust
Aside from achieving tax benefits, lifetime donors can witness the positive impact made possible by their generosity
03/12/2015
Family Office Outlook 2015 - Handler Thayer
Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.
03/11/2015
Goodbye wealth management, hello financial life management
For professionals working with clients on life and investment choices, it's time for a new category to capture what they do