12/23/2016
Ritholtz Wealth Launches ESG Portfolio: Top Portfolio Products
In other news, TD Ameritrade launches its first mobile app for long-term investors
Wealth and Asset Management
12/22/2016
Raymond James says Nov financial AUM reached $77.8 billion
Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.
12/22/2016
The rise of the family office venture investor
There also has been a surge in the number of family offices and more sophisticated investors.
12/22/2016
Wall Street holiday parties are back...but don't tell anyone
Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.
12/22/2016
Voices 5 megatrends that are reshaping wealth management
This number is projected to increase, spurred by the powerful U.S. economy
12/22/2016
IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms
Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and Expertise
12/20/2016
Pushing that Boulder Up the Mountain
The way to overcome this trap is to provide value to the client
12/20/2016
Randomness, Rocks & Wealth
Lisette Cooper ministers to the ultra rich
12/20/2016
Old Mutual raises $291m in asset management listing
Old Mutual is currently undergoing a “managed separation”, which will see OMAM, as well as Old Mutual Wealth, Old Mutual Emerging Markets and Nedbank separated
12/20/2016
Brazil extends successful offshore wealth amnesty
Amnesty has been a big fiscal bonus for government in 2016; large inflows have been counterintuitively a net-negative for local AUM.
12/16/2016
Wealth Enhancement Group Continues Chicagoland Growth
Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year
12/16/2016
Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards
This annual industry award competition highlights the achievements of single- and multi-family offices
12/16/2016
BMO Financial Group to step up investments in China
In the short term people would continue to see worrying pressures based on existing trends in the economy.
12/15/2016
Wealth Enhancement Group Continues Chicagoland Growth with Acquisition of CLA Financial Advisors
The firm has focused on developing its Chicago region since 2013.
12/15/2016
The Ellie Mae Inc Position Increased By The Merriman Weaalth Management LLC
Ellie Mae comprises approximately 1.3% of Merriman Wealth Management LLC’s portfolio
12/14/2016
FA Teams, Goals-Based Planning Win HNW Clients
Advisors speaking at the conference also offered tips on dealing with post-election uncertainty, the publication writes.
12/14/2016
Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business
Advisory firms should broaden their appeal to include younger generations of investors, including women
12/14/2016
TIGER 21 Launches Member Benefits Program
High-Net-Worth Group's 460+ Members to Receive Access to High-End Medical and Cyber Security Offerings
12/14/2016
FOX Compensation Study Finds Incentive Pay on the Rise for Family Offices
This year, professional-services firm Grant Thornton LLP helped FOX compile and expand the report, applying its deep insights into short- and long-term incentive plans.
12/14/2016
Citizens Bank Wealth Arm Hampered by Switch to Fee-Based Model
Bahnken has brought on more financial consultants and “relationship managers” to help serve clients with $500,000 to $2 million in liquid assets, according to the site.