10/29/2014
Financial services firms serve their own agenda – selling and distributing products and services – and should not be confused with family offices, despite often positioning themselves as such, a new journal paper has argued.
10/28/2014
Leading impact investing families include the Brenninkmeijers, behind budget Dutch clothing retailer C&A
10/28/2014
Nelson & Nelson Wealth Management is an independent financial firm that has been helping clients establish and maintain their long-term financial goals since 1988.
10/28/2014
Combines Access, Service and Technology in Hybrid Model
10/28/2014
Client funds at a $8.6 billion RIA firm are safe following the apparent suicide of the company's CEO, says the firm's chairman, prominent wealth management executive Steve Lockshin.
10/28/2014
The automated wealth management firms (known as “robo-advisors”) that are bringing algorithmically enhanced services to the stodgy world of retirement planning are gearing up to go Terminator as competition intensifies.
10/28/2014
A will and estate plan specifies the distribution of assets; more complex succession planning may include trusts and other structures to be passed to subsequent generations.
10/27/2014
There was a time when life insurance agents provided life insurance, investment advisors provided money management, accountants did tax work, attorneys did legal work and so on and so forth.
10/26/2014
Convergent Wealth Advisors’ David Zier found dead after apparent irregularities are discovered in a fund he ran outside the firm
10/24/2014
Aris will operate as a division of AssetMark. Advisors will see Aris as an investment choice alongside the other portfolio strategists offered through AssetMark's innovative investment platform.
10/24/2014
Canadian financial institutions have big advantages when it comes to attracting wealthy investors.
Royal Bank of Canada and its peers are devoting more effort to building private banking franchises everywhere from the U.S. to Asia.
10/23/2014
National wealth management firm enters Houston
Bessemer also intends to deepen relationships with Houston-based attorneys and accountants
10/23/2014
Private equity firms are about to become a little more open to the public.
10/22/2014
Private equity firms are about to become a little more open to the public.
10/21/2014
The fund, Vontobel Non-U.S. Equity LLC, is managed by a subsidiary of the Zurich-based private bank Vontobel to invest in companies that operate primarily outside the United States.
10/20/2014
What has proved less clear, however, is how the Europeans can become household names able to compete with well-known domestic American managers.
10/20/2014
The investments are intended to supplement the recently proposed U.S. Treasury program to purchase Risk-Share loans and may help address funding gaps created by the fact that these types of loans are not eligible for Ginnie Mae securitization.
10/17/2014
Bank of America's private wealth management arm hires 26 advisers since August
However, the firm traditionally works with clients who invest $1 million or more in assets
10/16/2014
Mobile digital private banking on the move is already a reality.
10/16/2014
The U.S. voluntary disclosure program for Swiss banks to avoid prosecution for fostering tax evasion through cross-border accounts held by U.S. clients divides banks into four categories.