04/11/2013
The firm provides integrated wealth management solutions for high-net-worth individuals, families, foundations and endowments through a team of 235 relationship management, investment management, wealth strategies and support professionals.
04/10/2013
Roughly 80 percent of the UHNW consider tax consequences when making financial decisions, ranking taxes, along with risk and diversification among their top three investment-selection criteria, according to our first-quarter study.
04/08/2013
Most investors remain angry, but negative sentiment is strongest among the richest
04/07/2013
The House Always Wins—The Family Office Debunks Misinformation Trending in The Big Bank Game
Once it’s clear who the wealth manager is, determine who his or her clients are.
04/07/2013
They are paying these financial advisers as much as 0.25 percent of the assets that their clients put into no-transaction-fee mutual funds.
04/07/2013
Trusts & Estates Practitioners With Heart Awards
Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement.
04/07/2013
Roger's independent wealth management company will focus on serving clients looking for an advisor that will actively manage their assets while personalizing investment strategies.
04/07/2013
Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.
04/07/2013
She broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients
04/04/2013
'Wealth managers need to "quantify" the trust clients are willing to place in them.'
04/04/2013
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/02/2013
Wealth transfer in the next 10 years could total $322 billion.
04/02/2013
Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.
04/01/2013
Oneida Financial had total assets of $681.4 million at the end of 2012.
04/01/2013
While at Merrill, he generated roughly $1.1 million in annual production on $125 million in assets.
04/01/2013
She will be based in Washington, D.C.
03/31/2013
True Capital has enjoyed steady growth in recent years
03/27/2013
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.
03/27/2013
Genworth to sell wealth management business for $412.5 million
Aquiline and Genstar will bring their operational expertise and industry experience to help GFWM and Altegris increase their scale and capabilities.