05/20/2013
HNW Investors Refocus on Growth but Overlook Family, Health and Retirement Risks
Long-term Care Costs and Financial Support for Extended Family Are Unseen Risks to Wealth
Wealth and Asset Management
05/19/2013
Atlantic Trust managing director dies
S. Mark Powell, managing partner of Atlantic Trust’s Austin operations, has died from a yet undetermined cause, a company official confirmed.
05/19/2013
Technology drives US client adviser loyalty
Technology has to be used in a subtle way to prevent it creating an impression that it diminished the value of the personal adviser
05/19/2013
Fremont Bank expands wealth management to compete with Wells Fargo, others
Community banks are going on the offense as their wealthy clients turning to Bank of America
05/19/2013
Morgan Stanley to Sell India Wealth Management Assets
This process is expected to be completed by the end of 2013
05/16/2013
Gen X to be worse off than Boomers in retirement, study finds
Boomers lost a significant chunk of their retirement nest eggs in the recession
05/15/2013
UBS Americas hires in-house experts to spur life insurance sales
"They are trying to gently push advisers into a more holistic planning-style relationship," said a director at Cerulli Associates, which specializes in wealth management.
05/15/2013
Schechter Wealth Strategies opens NYC office
Now is the right time with the economy on the upswing
05/15/2013
Family Office Trends to Keep an Eye On
The families are looking to private alternatives for their investments
05/15/2013
Market Strategies International Acquires Cogent Research
They are perfectly aligned with Market Strategies
05/14/2013
Former Bank of America's wealth management division head to Buy 85 Broads Women’s Network
I am becoming involved with and investing in 85 Broads because investing in women is smart business
05/13/2013
Cayman Islands Spars With Sachs Over Hedge Fund Directorships
“It’s a small country. It has a high caliber of professionals on the island, but they have to move beyond a small-island mentality.”
05/13/2013
Citigroup Seeks the Wealth of the World
The recent turnaround in Citigroup's fortunes is great news for investors, as new management helps guide the bank to a more profitable future. Some of the bank's more lucrative sections, however, have been growing for some time, after being put
05/13/2013
Vestra Wealth plans to exploit FATCA opportunity with Vestra US
The new company is aimed specifically at clients that face the complex regulatory and tax issues
05/12/2013
Some Financial Advisers May Have PTSD Following 2008 Crisis: Study
PTSD was defined in the study as a disturbance that "must last for over one month and cause significant impairment in one's ability to function at work or in relationships" following a traumatic event.
05/12/2013
Wealth Managers Benefit HNW Clients
Engaging an education consultant to provide advice on international education systems
05/12/2013
Hewins Financial Launches Cue Wealth Management Solutions
Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms
05/08/2013
RBC Wealth Management Ranks Highest in Investor Satisfaction - RESEARCH
We are honored and proud to be ranked highest in investor satisfaction for full-service brokerage firms
05/08/2013
U.S. Bank to Offer Financial Planning for High-end Clients
Business owners need to re-examine their investments
05/08/2013
Recession-Weary Gen X Millionaires Express Greatest Financial Regrets
The wealth position of younger households was hit much harder by the Great Recession