A New Jersey judge has dismissed a multi-billion-dollar lawsuit against Daniel Loeb of Third Point LLC and James Chanos of Kynikos Associates LP that had been filed by a Canadian insurer that...
Raymond James & Associates this week announced it hired four ex-Bank of America Merrill Lynch advisors in Virginia Beach, continuing its recent hiring spree of advisors from competing firms.
Ultra-high-net worth investors are the most satisfied with their advisors of any group and a full 60% would move with their advisor if he or she left their current firm, according to a new study.
Creating a family governance structure to make financial decisions may be the best way to assure that wealth is preserved for future generations, according to a new research.
Ultra-high-net-worth individuals use their financial advisors to help make investments and diversify their portfolios, but less than half have asked their advisors for a complete financial plan...
The wealthy view earned money and inherited money differently and advisors need to know the difference, says a new study by Barclays.
TruColor Capital Management LLC has developed a volatility management strategy designed to limit risk in down markets, and outperform across the market cycle.
Public equities are the most popular type of investment among Tiger 21 members, with 31% of its members citing them as their top preference, according to a new survey.
The investment potential of U.S...
Family offices today face new challenges-including higher costs, dealing with multiple family generations and more onerous rules and regulations at state and federal levels, according to an expert...
Big-dollar philanthropists can now see where their fellow donors are giving gifts of $1 million or more at a free Web site offered by the Center on Philanthropy at Indiana University.
Contrary to popular belief, independent financial advisors have more access to quality hedge fund managers than their counterparts at wirehouses, according to a recent study.
More than half of high-net-worth collectors intend to increase their collections of valuables in the next year, but 38% do not have all of their valuables insured, says a new survey.
Changes in the family office advisory business and growing competition for clients and top talent are pushing firms to employ business development officers, according to a new study.
Beverly Hills Wealth Management is expanding its trust services by joining National Advisors Trust as a shareholder.
Constellation Wealth Advisors, an independent multifamily investment office, has created a special division to deal strictly with professional athletes and coaches and their unique financial...
An Ex-Disney film chief is said to be seeking $625 million in financing from private-equity firms, hedge funds and wealthy individuals for a family film venture.
One of billionaire Peter Thiel's latest interests may lead to floating cities and office parks built in the Pacific Ocean and governed by very few laws or regulations.
Chase will open its newest Private Client office in Chicago today, only two days after opening its second New York City office
Emerging markets are exerting an influence on the luxury goods market, as wealthy consumers begin to shed the "luxury shame" they exhibited after the 2008 financial collapse, according to new...