12/01/2013
Mariner Wealth Advisors Welcomes RR Advisory Group
New partnership will provide clients with access to enhanced wealth management services, technology and resources
Wealth and Asset Management
12/01/2013
RBC Global Asset Management implements fee reduction on two funds
RBC Global Asset Management Inc. announced fee reductions for the Access Capital Community Investment Fund and the RBC SMID Cap Growth Fund
11/27/2013
Timbercreek U.S. Multi-Residential Opportunity Fund #1 acquires a 296 unit property in Orlando, Florida
This acquisition represents the 7th property acquired since the completion of the Fund's initial public offering on October 25, 2012
11/27/2013
Study Shows Affluent Floridians Give an Average $6,627 to Charity
The study also found that they will be designating 7 percent of their estates to charitable causes in their wills
11/26/2013
Wealth-X Announces Digital News Publication And Editorial Team
This unique publication will provide daily analysis on the fluctuations of the assets of the ultra wealthy by tracking initial public offerings, mergers and acquisitions, inheritance and succession, divorce and marriage, property sales and other large liq
11/26/2013
CI Investments announces appointment of Cambridge Global Asset Management and other changes to two dividend mandates
The group has achieved strong results in managing its funds, which include equity, income and dividend funds.
11/25/2013
Antwerp Diamond Bank plans to close its office in New York
The European Union regulator in Brussels appointed a trustee to supervise the divestment along with KBC and the closure was declared to clients last week.
11/24/2013
Raymond James Announces Woman of Distinction Award Winners
Thirteen advisors recognized as Women of Distinction by the Raymond James Network for Women Advisors
11/24/2013
HighTower Grows New York Headquarters With LCK Wealth Management
This is the third advisor team HighTower has transitioned in as many weeks.
11/24/2013
For Registered Investment Advisers, Alternatives Go In-House
The shift to managing strategies directly in-house has proved easier for some firms than for others.
11/22/2013
High Net Worth Millennials: Investing and Loving It
High Net Worth Millennial investors are nothing if not gung-ho about investing, confident in their investment acumen, and upbeat about their financial futures, according to a Spectrem’s Millionaire Corner study.
11/21/2013
Private Wealth Management Firm Releases New Guide Revealing How Wealthy Invest
The investment guide reveals investment strategies utilized by not only the ultra-wealthy, but major institutions and endowments that create total diversification strategies, utilizing alternative investments to protect, grow and preserve their wealth.
11/21/2013
Honolulu’s CKW Financial Group Joins National Envestnet Network
Envestnet is a service that helps to vet financial groups and services for its global clientele.
11/20/2013
Learning The Global Ropes
With today's global markets, life can get complicated when it comes to wealth management.
11/18/2013
Merrill Lynch Wealth Management grapples with 'the elephant in the room'
Study of Americans' complicated financial lives leads wirehouse to rethink the adviser-client relationship
11/18/2013
GenSpring Expands Family Governance and Education Structure as Demand for Services Increase
All governance and education team members are highly trained in a wide-variety of skills, including family systems, family dynamics, family communication, and meeting facilitation.
11/17/2013
What's behind the spike in art sales: vanity, fear and easy money
Emerging market billionaires, driven by vanity, easy money from the world's central banks and a quest for safe investments, are taking the contemporary art market to new heights.
11/17/2013
Andriole Group reflags with HighTower
The Andriole Group, a Madison wealth management firm with $700 million in client assets under management, has switched affiliations from Merrill Lynch Wealth Management to HighTower, the latter company announced.
11/16/2013
Investment firm acquires Harbor Trust Wealth Management
The Private Wealth Management Group LLC, an investment and financial planning firm based in Worcester, has acquired Harbor Trust Wealth Management of Winchester.
11/14/2013
More Americans ditch their passports
Even rock star Tina Turner.