07/08/2015
This Billionaire Is Building His Own All-Star Trading Team
We can be flexible, entrepreneurial and nimble
Wealth and Asset Management
07/08/2015
US wealth managers catching up with UBS
This is a complex moment in the history of our industry
07/08/2015
Perspecta Trust Named Finalist for the STEP Private Client Awards 2015
Perspecta Trust today announced that it has been shortlisted as a finalist for the “Independent trust Company of the Year” award by the Society of Trust and Estate Practitioners’ Private Client Awards.
07/08/2015
Evanston Firm Doubles in Size With Acquisition
Kingsbury Capital, a wealth management firm, recently acquired Edwin C. Blitz Investments out of Northfield.
07/07/2015
Many Single-Family Offices Are Investing In Newer Hedge Funds And Maximizing These Relationships
Based on extensive studies with single-family offices, a solid percentage of them are capitalizing upon these scenarios faced by new hedge funds.
07/07/2015
New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
07/07/2015
Ferrari to pick UBS to manage New York stock listing: Bloomberg
Ferrari's listing may value the sports car unit at at least 10 billion euros ($10.97 billion), Fiat Chrysler Chief Executive Officer Sergio Marchionne said last week.
07/06/2015
Cetera Financial Institutions To Provide Broker-Dealer Services to Valley National Bank
We believe we can gain greater share of our retail and high net-worth customers' business by providing expanded wealth management services
07/06/2015
Unity Jets emphasizes the privacy of private aviation
The next morning, the philanthropist and his two traveling companions were eating bagels and yogurt as their plane left the tarmac.
07/03/2015
JPMorgan’s Private Bank Takes a Team Approach
Andrew Cohen, head of the Asian private bank, finds the region’s wealthy are more open to taking advice.
07/03/2015
Financial Advisors: 3 Winning Teams
Increasingly, investors who use financial advisors want more than just advice on investments
07/03/2015
JP Morgan banker attacked by shark
A JPMorgan banker explains how he survived a vicious shark attack in North Carolina last Friday
07/02/2015
REDW Stanley's national distinction not expected, says company leader
REDW Stanley was ranked 90th out of 100 and was the only firm in both New Mexico and Arizona to make the list.
07/02/2015
Wealth Adviser: The Benefits of In-House Portfolio-Management Teams
The SEC is fighting a decision by an in-house judge to dismiss charges against two financial advisers accused of not informing clients they were paid
07/02/2015
'Ballers' depicts wealth advisers, HBO-style
The trailers for the new HBO show “Ballers” may be the wealth management industry's best tool for recruiting new advisers.
07/02/2015
Another Swiss private bank Reaches Deal in U.S. Tax Probe
The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.
07/01/2015
Sallie Krawcheck’s Solution To The Retirement Crisis
It will provide women with the necessary tools to manage their increasing wealth and provide advisors an opportunity to grow their businesses in an underserved market.
07/01/2015
Impact Investing for the Millennial: You Too Can Have an Investment Portfolio
But what about everyday folks who want to invest in social enterprises and impact businesses?
07/01/2015
Capital Wealth Management’s President Featured in Worth Magazine
Sean McGrath and his company, Capital Wealth Management, were recently featured in Worth Magazine’s Leading Wealth Advisors section
07/01/2015
20K Advisors by 2020: Edward Jones Wants to Be the Biggest Broker on the Block
When Korey Banks decided to quit his job at a South Carolina bank to become a financial advisor, it was because he was interested in investing