08/08/2013
Radian Partners buys wealth management firm
Memphis-based wealth management firm Radian Partners LLC has purchased Gazelle Wealth Management of Union City, Tenn
Wealth and Asset Management
08/07/2013
Envestnet Releases Quarterly Earnings, Misses Estimates
Wealth management is undergoing significant changes, driven by some powerful trends.
08/06/2013
Doing Good While Doing Well--The New Mantra Of Next-Gen Wealth
Today, there are even more notable differences between these groups of ultra-high-net-worth and high-net-worth individuals than during Fitzgerald's time.
08/06/2013
Jovian Reports Results for Q1 Fiscal 2014
Jovian Capital Corporation released its results for the three months ended June 30, 2013.
08/06/2013
Bank of the West Doubles Clients in HNW Business
Bank of the West’s push into the high-net-worth wealth management market appears to be paying off.
08/05/2013
Family Offices Chasing Wealthy’s $46 Trillion in Assets
Sidra Capital Limited, a Category-3A company, licensed by the Dubai Financial Services Authority has completed the successful implementation of Agilis Investment Management Suite.
08/04/2013
Focus Financial Partners Adds LaFleur & Godfrey as a New Partner Firm
Focus Expands in Midwest with one of Western Michigan's Largest RIAs
08/04/2013
Banyan Partners Announces Closing of Silver Bridge Transaction
Banyan Partners, LLC an independent wealth management and investment advisory firm, announced the closing of its previously announced transaction with Silver Bridge Advisors, LLC on June 4, 2013.
08/02/2013
Mars vs. Venus Rings True
Married men and married women provide drastically different answers when asked who is responsible for financial decisions in the household,
07/31/2013
Attracting Ultra-Wealthy International Clients
An RBC Wealth Management advisor based in New York, had a busy practice helping executives of public companies
07/30/2013
More People Moving to a Multi-Family Office - RESEARCH
The Multi-Family Office Addicus has found more and more families reallocating their Wealth Planning to the Multi-Family Office
07/30/2013
Security and Integration Among the Top Family Office Technology Concerns
Reporting Software That Integrates Financial Data Across Multiple Functions Remains Elusive
07/30/2013
Trio of Wealth Management Leaders Form New Independent Advisory Firm
Three internationally recognized family office industry pioneers have announced the founding of the advisory firm, WE Family Offices
07/30/2013
Sabadell United Bank improves income as loans jump $92M
Sabadell United Bank boosted its earnings in the second quarter
07/30/2013
Most Investors are Concerned About Maintaining Their Current Financial Position: Survey
A Spectrem research study indicates that most High Net Worth investors are concerned about maintaining their current financial position.
07/30/2013
Cracking Open the HNW Wallet
A new study by Aite Group found that firms need to invest more in data management and analytics technology to win a larger share of HNW wallets.
07/29/2013
Wealthy investors have few regrets - RESEARCH
Financial regrets do not play a large role in the lives of High Net Worth investors
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
UBS Wealth Management Americas’ profit up
UBS adjusted profit before tax CHF 1 billion