07/03/2014
Final study in Futurewealth Project finds the high net worth have many reasons for making referrals, but 47% said they'd refer only if their wealth manager asked them
07/03/2014
Atkinson noted that to combat complacency, he favors “businesses that can get through all stages of the economic cycle as investors in companies. We don’t want the fortunes of companies that we invest in to be macro-dependent … it&r
07/03/2014
Deutsche Asset & Wealth Management is in talks over an outsourcing deal for close to $50 billion in real estate assets, as chief executive Michele Faissola continues his bid to improve operating margins at the division he took charge of two years ago.
07/02/2014
People who invest through these firms may be looking for a different experience
07/02/2014
A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.
06/30/2014
These days, it seems like everyone with a shingle hanging will claim to provide at least some family office services
06/30/2014
FSC proved to be the perfect broker-dealer for us, with personalized service, advanced technology and the broadest product lineup we’ve seen
06/30/2014
The verdict, reached on Monday afternoon by a jury at the Court of Common Pleas for the Thirteenth Judicial Circuit in Greenville, South Carolina, included $3.1 million in actual damages and $5 million in punitive damages, the person said.
06/29/2014
Boston has always had better demographics than the rest of the country
06/29/2014
The list, published June 26, aims to help the publication's readership identify highly qualified independent investment advisors.
06/29/2014
The faster growth rates are in the independent financial adviser part of the business
06/29/2014
The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.
06/27/2014
The ranking comes on the heels of FBB Capital’s 25-year anniversary
06/26/2014
Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.
06/26/2014
Client assets under administration, financial assets under management, and securities commissions and fees in the Private Client Group segment are benefiting from market appreciation
06/26/2014
Financial Concierge Firm for High Net Worth Individuals & Families launched
While Family Offices are not a new concept, Virtual Family Offices are very new
06/25/2014
To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.
06/24/2014
The majority of wealthy Americans claim to be self-made, but the next generation will gain significant riches from inheritance as some $15 trillion in assets pass down family trees over the next 20 years.
06/24/2014
About 15 percent say they sometimes check their messages, while only 3 percent say they never check them
06/24/2014
U.S. and European banks have been seeking to boost their wealth businesses in Asia