01/02/2017
BKD Wealth Advisors named to Forbes Top 100 RIA Firms
Firms managing large funds, hedge funds or broker-dealers or having disciplinary disclosures were excluded.
Wealth and Asset Management
12/30/2016
Salem Five Financial acquires Newton financial adviser
For over 20 years, Stumm Financial has worked with high net worth clients on retirement income and estate planning, educational funding and investment management.
12/29/2016
The Year in Wealth Management: Fiduciary Rule, Robos and More
News from 2016 on personal finance, retirement planning and investing
12/29/2016
Wealth management is growing, and struggling to hire
The parts of the industry that are growing are having trouble finding qualified candidates.
12/28/2016
Why high-net-worth investors like a little private equity
With the advent of private equity funds and other products, private equity is no longer the exclusive domain of pensions and ultra-wealthy individuals.
12/28/2016
PKF O’Connor Davies publishes new guide to converting hedge funds to family offices
Converting to a family office is a trend that we have been monitoring for some time
12/28/2016
As Populists Won 2016 Ballots, World’s Richest Made $237 Billion
The world’s wealthiest people are ending 2016 with $237 billion more than they had at the start
12/28/2016
How the world's richest people made $328b in 2016
Pretty remarkable given the start of the year.
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
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