11/20/2014
Bankers Provide One-Stop Shop For Wealth Management Training
The American Bankers Association has created a one-stop shop for wealth management training for bankers and others.
11/20/2014
McGladrey Expands Family Wealth Services Team
McGladrey LLP, is a licensed CPA firm and serves clients around the world through RSM International, a global network of independent assurance, tax and consulting firms.
11/20/2014
Single-Family Offices are Increasingly Engaged in Helping the Ultra-Wealthy Ensure Multi-Generational Continuity
11/20/2014
Bank of America Corp.'s wealth-management unit has lost a 33-year veteran.
11/20/2014
Royal Bank of Canada is shutting down its international client-wealth-management business in the Caribbean, along with some international advisory businesses in Canada and the United States, following a “strategic review.”
11/19/2014
Morgan Stanley Wealth Management Forms Global Sports & Entertainment Division
An inaugural group of Financial Advisors across the country has been chosen for their experience working with athletes, entertainers, directors, writers, producers, owners, agents and business managers.
11/19/2014
BKD unit merges with Chicago wealth management firm
BKD Wealth Advisors LLC continues to grow its footprint around the nation, announcing a merger with Chicago-based Wolf Financial Management.
11/19/2014
The Wealth & Money Management Awards recognize companies and individuals in the investment and financial services sectors who have made outstanding achievements in their fields.
11/19/2014
New Wealth Management Firm to Transform Business as Usual
No more “pay for play,” no more marketing costs, no more hidden fees, and no more confusing commission schemes.
11/18/2014
Most Single-Family Offices Are NOT High Functioning
The Ultra-Wealthy Have Counted On Single-Family Offices To Grow And Protect The Family Fortune For Generations. However, Only One In Five Are Meeting Pre-Determined Criteria For Success.
11/18/2014
Connecticut-Based Independent Hybrid RIA Advisory Firm Focusing on Integrated Financial Services Brings Approximately $130 Million in Client Assets
11/17/2014
Jewish Communal Fund Launches Private Client Group
Exclusive auction preview of Christie's Post-War & Contemporary Art sale was featured on Tuesday
11/17/2014
It's Thursday night in Greenwich, and the sounds of wine glasses clinking and shoptalk reverberates through the hallowed halls of Indian Harbor Yacht Club as 200 hedge fund professionals mingle and sip.
11/17/2014
A Philadelphia-based wealth management firm, whose specialty is working with wealthy people very wealthy people has opened a D.C. office.
11/17/2014
The list was compiled by the Bloomberg Rankings team based on a survey of more than a thousand firms worldwide, and using a database obtained from the Portland, Oregon-based Family Offices Group.
11/17/2014
State Street to Sell Hedge Fund Business in Management Buyout
State Street Corp. (STT) is selling its hedge fund investing business to the unit’s senior management.
11/14/2014
UBS to Cap Bonus of Forex and Metals Staff on FINMA Orders
The measures were imposed as the regulator detected the company’s misconduct in its forex trading business.
11/14/2014
Jamie Kempner of Loeb Partners says Family Offices Want to Invest Directly
He is a descendent of the legendary Loeb banking family, and the son of New York socialite Nan Kempner, known for her charity work, collection of couture and spending "more than I should, and less than I want."
11/13/2014
One of the largest buyers of registered investment advisers is beefing up its network of advisory firms
The firm has completed 23 RIA and broker lift-out transactions this year
11/13/2014
Wealth Management is Good for Banks
Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.