04/07/2015
What Millionaires are Most Concerned about in 2015
Millionaires are significantly more concerned about terrorism this year compared with 2014, Spectrem Group study finds
Wealth and Asset Management
04/07/2015
Bonderman’s Wildcat Family Office Backing Hedge Fund for Masses
David Bonderman amassed a $3 billion fortune in private equity for sophisticated investors
04/06/2015
Wealth management titans engage in war of words
A war of words between two of the biggest names in wealth management last month may have only been the first salvo in what could be a long-running feud.
04/06/2015
Advisory fees show signs of a rebound
Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue
04/06/2015
3 parts of their practice advisers need to reassess
To thrive, 21st-century firms need to examine client loyalty, revenue streams and service
04/06/2015
The Fiduciary Group joins Focus Financial Partners
The Fiduciary Group LLC, a Savannah-based independent registered investment advisory firm, announced today that it has partnered with Focus Financial Partners LLC
04/02/2015
Tom Moran Named "Five Star Wealth Manager"
The 2015 list of Five Star Wealth Managers is a select group, representing less than four percent of the wealth managers in the Southwest Florida area.
04/02/2015
Fort Washington wealth management firm acquired
Wescott Financial Advisory Group said Wednesday that it's completed its acquisition of Goodstein & Associates
04/02/2015
Technology and Wealth: The New Wealth Manager
Advisors need to find ways to expand their traditional offerings to meet prospects' digital demands
04/02/2015
Big bank brokers use decoys, spy tactics to go alone
Secret contracts, covert real-estate deals, scurrying around after nightfall to avoid detection: this is how far big-bank brokers are prepared to go when they plan to go independent
04/02/2015
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar
04/02/2015
Canaccord Genuity president and chief executive has passed away
Paul was 52 years old and leaves behind his wife, four children and his extended family.
04/01/2015
Montreal bank expects closer links with Asia's wealthy
You'd want to root your private banking in centres that actually have all those attributes that clients want
04/01/2015
LPL Adds $2 Billion Super-OSJ to RIA Custody Platform
Advisors can operate under CWP’s new RIA firm or continue to act as an investment advisor representative under the LPL corporate RIA and b/d.
04/01/2015
UBS Rolls Out New Retirement Incentives
UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients.
03/31/2015
Sterling bank unveils private-wealth service
Sterling National Bank, a subsidiary of Sterling Bancorp, has nine full-service branches in the mid-Hudson.
03/31/2015
Brokerages Use New Pitch to Woo Would-Be Advisers
Starved for young talent, brokerages are trying to sell a new generation on the joys of becoming an adviser
03/30/2015
Setting New Standards In The World Of Single-Family Offices
In every industry there are areas of high specialization
03/29/2015
America's famous business brothers: Meet the Pruzans
Jon is younger brother to Robert, whose boutique investment bank, Centerview Partners, served as the sole adviser to Kraft Foods
03/27/2015
Apple's Tim Cook will give away all his money: Fortune
Fortune magazine cited the head of the world's largest technology corporation as saying he planned to donate his estimated $785 million fortune to charity - after paying for his 10-year-old nephew's college education.