04/01/2014
Changing Course: The Wealth Management Industry Confronts Its Challenges
The UBS exec is hardly alone in terms of envisioning a greater role for holistic advice.
Wealth and Asset Management
04/01/2014
Conning agrees to purchase Insurance Asset Management Business
Conning, a global insurance asset management firm, has signed a definitive agreement with Brookfield Investment Management to purchase certain assets of Brookfield’s Core Fixed Income Insurance Business, for an undisclosed sum.
04/01/2014
Sun Life targets wealthier investors with lower-fee funds
Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.
03/31/2014
Newcomers and Natives in the Land of Wealth
Understanding HNW clients may be easier once you know whether they’re natives or immigrants to wealth
03/31/2014
Private wealth manager partners with Wilshire
"Our shared vision and purpose makes this partnership very exciting."
03/31/2014
Bank of Texas' growing wealth management focus makes MBM Advisors deal a good fit
Texas Dow Employees Credit Union is partnering with James E. Bashaw and Co. to increase its wealth management options
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually
03/28/2014
Where are the world’s millionaires going?
New analysis from wealth consultancy New World Wealth has tracked where the world’s wealthiest people have been moving over the past 10 years.
03/27/2014
Young, wealthy clients still prefer the human touch over digital technologies
While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today b
03/26/2014
Raymond James Investment Wins Two International M&A Advisor Awards
Raymond James Investment Banking was honored with a pair of International M&A Advisor Awards in the publication’s sixth annual list of exceptional international deals.
03/26/2014
BNY Mellon Wealth Management: Winner at Inaugural Family Wealth Report Awards.
We are proud to announce our recent naming as the top U.S. Private Bank and top Private Bank serving family offices by Family Wealth Report, a London-based publication serving the wealth management and family office industry.
03/26/2014
Lebenthal Snags $1.2B Team From Morgan Stanley
Lebenthal Wealth Advisors, a private division of Lebenthal Holdings, LLC that offers clients advice from the high caliber wealth advisors, announced today that the Gallaway Stern Group has joined the firm.
03/26/2014
CTC Consulting | Harris myCFO Earns Two Industry Awards
These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services
03/25/2014
Bank of the West to Launch UHNW Business
Nearly three years after launching its high-net-worth business, San Francisco-based Bank of the West is gearing up to move upmarket and woo the super wealthy.
03/25/2014
Payouts on the rise for wealth management executives
Major firms boosted payout for their top managers last year as they place more emphasis on advice division.
03/24/2014
British life insurance and pensions group in advanced talks to buy rival asset management unit
It is in "exclusive and advanced" talks to buy rival
03/24/2014
Ascent Private Capital Management of U.S. Bank Wins Family Wealth Report Award for Best Brand Launch/Relaunch
U.S. Bank Wealth Management, ranked among the top 20 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank was recognized for the most effective and innovative brand launch in the “Brand Launch or Relaunch&r
03/24/2014
Maxim Group Selects Rogerscasey as Investment Consultant for Its Wealth Introduction Program
Maxim Group LLC, a leading full service investment banking, securities and wealth management firm announced the selection of Rogerscasey to provide manager diligence services for its WealthIntroduction program.
03/24/2014
Abbot Downing Named Best National Private Wealth Manager
Abbot Downing has been recognized the "Best National Private Wealth Manager" at the inaugural Family Wealth Report Awards in New York.
03/21/2014
BNY Mellon Wealth Management Named Top U.S. Private Bank and Top Private Bank Serving Family Offices
The London-based trade publication serving the wealth management and family office industry announced the awards at its inaugural gala dinner on March 13.