01/20/2016
"It is a business that's been under pressure," said Steven Chubak, an analyst at Nomura Holdings Inc. "Macro uncertainty and a challenging macro backdrop are starting to impact levels of transactional activity."
01/18/2016
In the brutal revenue environment since the financial crisis, Wells Fargo and other banks have turned increasingly to wealth management to boost returns.
01/18/2016
The merger with Berwyn-based Weathervane closed in July 2015 and was the first JFS office in eastern Pennsylvania.
01/15/2016
As demand for Wilmington Trust’s Wealth Advisory services grew in the market
01/15/2016
Goldman Sachs said as a result of the $5.06 billion settlement, its fourth-quarter earnings will be affected by approximately $1.5 billion on an after-tax basis.
01/13/2016
Julius Baer was one of several Swiss banks that came under pressure in recent years over allegations they helped American clients cheat on taxes.
01/13/2016
Family Office Metrics, one of North America's foremost family office management consultancies, was named "Best Management Consultancy" at the Family Wealth Report Awards in 2015
01/13/2016
Joseph Safra is the world's richest banker with a fortune valued at $14 billion by Forbes Magazine.
01/12/2016
We're proud to be associated with a financial professional and person of Judith’s high standing
01/12/2016
Can we do something that would be accretive by year three?
01/11/2016
The family office business is all about trust.
01/11/2016
What is changing is the increasingly proactive approach many global single-family offices and many of the super-rich are taking to identify and engage high-caliber tax professionals.
01/11/2016
The firm, Art Agency, Partners, will lead a new fine art division within the auction house, focused mainly on 20th- and 21st-century art.
01/08/2016
This addition comes at the end of a year during which DFPG experienced a continual stream of new reps joining their firm.
01/07/2016
A financial adviser sprang into action when a wealthy client called from a dealership
01/07/2016
Charter schools were first created in Minnesota in 1992, touted as a way to promote innovation in public schools.
01/06/2016
US wealth manager merges with Family Office
Merger will support family office services with focus on sustainable and impact investing
01/06/2016
AMG Announces Investment in Baring Private Equity Asia
01/06/2016
Tulsa-based banking giant acquires wealth management firm
Financial terms of the deal were not disclosed.
01/06/2016
Bank of the West Wealth Management Group introduces a new donor-advised fund through its recently launched Family Wealth Advisors group.