10/09/2012

Kanaly Trust to Enter Partnership with Lovell Minnick

Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.

10/09/2012

Global household wealth falls 5.2% - Credit Suisse RESEARCH

The Credit Suisse Research Institute today released its third annual Global Wealth Report 2012, which finds that from mid-2011 to mid-2012 aggregate global household wealth fell by 5.2% in current dollar terms to USD 223 trillion due to the economic uncer

10/03/2012

Fiera acquires SG Private Banking subsidiary

The acquisition, which is expected to be immediately accretive to earnings, solidifies Fiera's position as one of Canada's fastest growing investment managers, with assets under management of $55 billion.

10/02/2012

Wealthy to increase or continue charitable donations

The nationwide survey was conducted by mail from April to August. It is based on responses from 700 U.S. households with a net worth of more than $1 million, excluding the value of their home, and/or annual income of more than $200,000.