03/11/2013
Financial Advisors Increase Assets and Revenues in 2012 - RESEARCH
Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.
Wealth and Asset Management
03/10/2013
Does Gender Bias Influence the Way Advisors Help Clients?
Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?
03/10/2013
The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors
Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles
03/10/2013
'Bullying' bank boss has quit Barclays
At the centre of the report was the New York office of Barclays Wealth Americas, where in April last year a consultancy was called in to investigate.
03/07/2013
Advisor Impact Releases Latest Investor Data, Launches a Formal Client Engagement Index
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
Provident Bank Expands Wealth Management Services
We have designed our wealth management services platform to provide dedicated service delivery
03/07/2013
What Matters Most to Families? Financial Management Partners Changes Name to Matter Family Office
Matter Family Office advises on more than $5 billion in family assets
03/06/2013
Convergent Launches Program for RIA Administrative Tasks
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
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