03/06/2013
Convergent Launches Program for RIA Administrative Tasks
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
Wealth and Asset Management
03/06/2013
Great Wealth Brings Great Responsibility - RESEARCH
While some people view charitable giving as a nice thing to do, the overwhelming majority of ultra-wealthy individuals see charitable giving as a necessity, according to a poll released today by SEI.
03/05/2013
Eastern Capital LLC Anticipates Huge Gains with New Private Client Group for Commercial Real Estate Investors and Developers
This new division’s unique suite of commercial lending products is aimed at real estate investors and developers globally who are facing difficulty in finding not only funding, but specific project management savvy with a professional touch for comm
03/05/2013
Spectrem Group launches “Find an Advisor” on Millionaire Corner website
Search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.
03/05/2013
World’s wealthy set to grow by 50% in the next decade - RESEARCH
London and New York remain the top destinations for the world’s ultra-high net worth individuals to live and invest in but Asian cities are fast catching up, says Knight Frank’s seventh annual Wealth Report.
03/03/2013
How to Get High Net Worth Clients – and Mass Affluent, Too
Mass Affluent investors are looking for the same services that Millionaires have come to expect. When you learn how to get high net worth clients, you'll attract the Mass Affluent, as well.
02/28/2013
Moscow is billionaires' capital of the world
Moscow has the greatest number of billionaires of any city in the world, according to a global rich list, with London in fifth place.
02/28/2013
Wealth Manager Targets CPA Firms for Partnerships
The firm now has 120 financial advisors and is continuing to grow its accounting firm alliances.
02/28/2013
Zions Appoints New Leader for Wealth Business
Zions operates eight bank subsidiaries with some 485 branches in 10 western and southwestern states.
02/28/2013
SEI Study: World's Wealthy Need Advisors to Provide Strategic Advice via Digital Tools
"The Futurewealth Report: Helpful Investment Technologies," which surveyed 3,477 respondents globally with an average $1.9 million in net worth, points to an opportunity for wealth managers to improve the client experience by using technology as
02/28/2013
Sterne Agee Continues Expansion of Chicago Private Client Group
Experienced Executive Joins Chicago Team
02/28/2013
Using Family Foundations to Attract Wealthy Clients
You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues
02/28/2013
Steve Schwarzman Gives $500,000 to Support Elite Track & Field Athletes
“Steve’s donation will enable us to find the best track and field athletes in the United States
02/27/2013
PAM Winner - Harris myCFO Wins Best Multi-Family Office Award
"The combined awards highlight the breadth and depth of our family office and advisory services, as well as our exceptional, independent investment consulting and advice made possible with our recent acquisition of CTC Consulting."
02/27/2013
RBC Wealth Management net income up 24%
Net income of $2,070 million (up 8% from $1,911 million)
02/25/2013
Dynasty adds adviser team working with pro athletes
A key component of the agency’s offering is its in-house financial services division, known for its expertise in serving the unique financial needs of the professional athlete and entertainer.
02/25/2013
Schroders reopens Jones’ US small and mid-cap funds
Schroders has reopened Jenny Jones’ US small and mid-cap strategy after it was closed
02/25/2013
San Diego Private Bank Wins Client Service Award
Unparalleled client service is the cornerstone of our banking philosophy
02/24/2013
Granite Springs Asset Management changes owners
We are very excited to unite our sophisticated wealth management services with the developed asset management
02/21/2013
U.S. Trust Wins Best Private Bank – Client Service by Private Asset Management
“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."