06/02/2013
Banyan Partners to Acquire Wealth-Management Firm
Banyan Partners, a fast-growing RIA based in Palm Beach Gardens, Fla., is acquiring Silver Bridge Advisors, the wealth management arm of global law firm WilmerHale.
06/02/2013
HighTower, the nation's destination of choice for entrepreneurial advisors seeking greater independence and practice control, announces that Shaffer Wealth Management is the first advisor team to join the HighTower Network.
06/01/2013
We are becoming a society in which more emphasis is placed on philanthropy as a social good. It’s often portrayed as much more noble and efficient than paying taxes (especially to “untrustworthy” politicians).
05/31/2013
Clients are mad as hell, and they're not going to take it anymore—unless the industry makes some changes.
05/31/2013
George H. Weiler III, senior vice president for wealth-management services at UBS AG, has died. He was 69.
05/30/2013
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
05/29/2013
Our monthly survey breaks down Affluent investor preferences by Millionaire and Non-Millionaire households
05/29/2013
As Growth Prospects Shift Toward Developing Markets, Players Must Grapple with Greater Client Demands, Tougher Regulatory and Margin Pressures, and Increasing Business Complexity, Says Report by The Boston Consulting Group
05/28/2013
Talent and recruitment solutions firm Futurestep has been engaged to fill up to 100 new positions across North America
05/28/2013
Here are 10 common mistakes Gen Y should avoid when working (or not working) with an advisor, and ways to get around them.
05/27/2013
What some people don’t realize is that executive compensation tends to be the single largest expense an organization might incur.
05/27/2013
A spokesman said in a statement that following Mr. Powell's death, the fund-management company has become "aware of unusual transactions Mr. Powell seems to have conducted personally outside of his work for Atlantic Trust."
05/26/2013
Swiss private bank opts to groom wealth managers
The most challenging thing in Asia is to get the right people on board
05/22/2013
An independent network of experienced wealth managers announced that it has recruited two new independent financial advisory practices to its platform
05/21/2013
As many as 100 new positions are planned as part of a major growth strategy
05/21/2013
As at 17 May 2013, Artio managed assets of $10.6 billion (£7.0 billion).
05/21/2013
Total client assets under administration of $411.8 billion rose by 1.2 percent, largely fueled by the 1.8 percent increase in the S&P 500 for the month.
05/21/2013
Its wealth management team members who are based in Birmingham service the Northern Alabama market, and the team members in Mobile will service the South Alabama market
05/20/2013
Northern Trust has launched a weekly video series
05/20/2013
Long-term Care Costs and Financial Support for Extended Family Are Unseen Risks to Wealth