12/10/2014
Advisors Focus On Older Millionaires, Female Clients, Report Says
The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.
12/10/2014
Raymond James hits the Big Apple
They join several independent Raymond James locations already established in the city.
12/10/2014
Bitcoin Trust Wins 48,000 Silk Road Bitcoins Auctioned by US Marshals
Bitcoin Investment Trust, an investment fund focused on the digital currency for high net-worth individuals, has won the bidding for 48,000 Bitcoins auctioned last Thursday, Brendan O'Connor, managing director of the SecondMarket exchange, said on Tu
12/10/2014
Multi-family office shortlisted for Two PAM Awards
We are delighted to be acknowledged for our overall performance and for our exceptional client service offering
12/10/2014
There are opportunities for growth in that market for sure
12/09/2014
Wealth Advisory Veterans Steve Aucamp and Brian Pierson Will Co-Head the New Office
12/09/2014
When You Should Fire Your Private Banker
Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.
12/09/2014
With Merrill Lynch, Blyth & Co. and Lehman Brothers, the firm formed the so-called Fearsome Foursome, which challenged the underwriting supremacy of Morgan Stanley (MS) and other old-line firms.
12/08/2014
Their $1 million bought them and their immediate families the chance to immigrate to the United States
12/08/2014
Where do the super rich go to manage their money? Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a
12/08/2014
You might call Cindy a wealthy woman. But she won’t.
12/08/2014
Morgan Stanley Launches The Institute of Family Wealth Management
The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.
12/08/2014
Acquisition Adds $250 Million to the Firm's Total Asset Under Management
12/08/2014
Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.
12/08/2014
For Celebrity Clients, Professionals and Wealthy individuals, Even Backroom Meetings With Judges Can Become Front Page News.
12/05/2014
Cleveland investment manager Carnegie Investment Counsel has launched its first true foray into Florida with the acquisition of Fort Myers-based Haisman Wealth Management.
12/05/2014
Fourth Generation of Glenmede Founders to Serve as Company Director
12/05/2014
The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."
12/05/2014
CIBC is eyeing acquisitions in the private banking and wealth management business south of the border, chief executive Victor Dodig said as the bank reported its fourth-quarter results.
12/05/2014
Newly Formed Barber Investment Partners and Avion Asset Management Both Plan to Aggressively Grow Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA