12/23/2014
The buyout pair completed a deal for the Toronto-based company in partnership with a consortium of Canadian-based individual investors, including DBRS founder, Walter Schroeder, and other members of the company’s management team.
12/22/2014
Everything you own for personal use, pleasure or investment is a capital asset.
12/22/2014
The Arrangement constitutes a change of control of NexGen Financial Limited Partnership, the manager of the NexGen mutual funds, effective today.
12/21/2014
Baltimore asset manager Legg Mason Inc's board has approved additional future share purchases by its top investor, Trian Fund Management, according to company filing on Friday.
12/19/2014
Monetary policy divergence, needed structural reform in many economies, declining oil prices and a strengthening U.S. dollar cited as key topics for investors in 2015
12/19/2014
Anne Hoagland, an executive director at JPMorgan Chase & Co. (JPM)’s asset management unit who specialized in researching large real-estate deals for institutional investors, has died. She was 62.
12/18/2014
The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.
12/18/2014
SEC Chair Mary Jo White announced in a speech at The New York Times DealBook Opportunities for Tomorrow Conference, that she has chosen to focus on the regulation of funds and their advisers.
12/18/2014
Manulife Asset Management has issued its annual "Year Ahead" report, which highlights monetary policy divergence, the need for structural reform in many economies, declining oil prices and a strengthening U.S. dollar as key topics of interest to
12/17/2014
The primary reasons self-directed investors do not consult a financial advisor are either cost considerations or they think they can do a better job.
12/17/2014
Houston's wealthy also captured the attention of out-of-towners like New York-based Bessemer Trust
12/17/2014
A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up
12/17/2014
BMO Global Asset Management today launched the BMO Alternative Strategies Fund which seeks to provide investors with an additional source of portfolio diversification and return over varying market environments.
12/15/2014
Northland Wealth Management, a recognized leader in the Canadian wealth management industry, is the first independent Canadian wealth management firm to be selected for nomination by Private Asset Management [PAM] Magazine's prestigious annual awards
12/14/2014
Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.
12/14/2014
When the Chesapeake Bay Foundation, the Johns Hopkins University and other Maryland nonprofits want to maximize the money they can spend in pursuit of their missions, they do what many wealthy individuals and businesses do.
12/12/2014
Cincinnati Financial will expand into states it didn't previously serve as it reaches out to wealthy customers.
12/12/2014
Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.
12/12/2014
Wealth management firm launches in Boca Raton
Investment firm Pure Wealth Advisors has launched in Boca Raton.
12/12/2014
Reports of the wirehouses' demise have been greatly exaggerated.