by
Kathy Lynch
HighTower has recruited the Chicago-based Dillig Bowen Group, a $1 billion advisor team from Credit Suisse.
by
Kathy Lynch
Baceline Investments opened a new office in Austin, Tex., while BNY Mellon, Pircher, Nichols & Meeks, and Northern Trust made new appointments.
by
Kathy Lynch
Citi Private Bank and Concert Wealth Management are among the firms that have hired new personnel.
by
Karen DeMasters
The Wharton School of the University of Pennsylvania and the
Institute for Private Investors (IPI) are launching a networking program
for ultra-high-net-worth investors.
by
Karen DeMasters
The use of social media increases with wealth level, but decreases
with age level, as might be expected, according to a new study by
Spectrem.
by
Kathy Lynch
Dynasty Financial Partners, BNY Mellon and Northern Trust are among the firms that have brought on new personnel.
by
Kathy Lynch
Beverly Hills Wealth Management and Tolleson Private Wealth Management are among the firms that have recently made key appointments.
by
Kathy Lynch
Mariner Wealth Advisors announced it has acquired a majority interest in the wealth management division of Orizon Investment Counsel LLC.
by
Karen DeMasters
Advisors who want to attract high-net-worth clients need to get out of
their comfort zone and learn to sell themselves personally in social
situations, according to one researcher.
by
Karen DeMasters
A course in best practices for advisors who want to serve, or are
serving, wealthy families will be held in September by the Family Office
Exchange.
by Richard Orlando
A carefully planned meeting is the best way for advisors to find out what matters most to members of a family.
by Richard C. Wilson
With its exploding population of ultra-high-net-worth residents, Singapore is poised to become a focal point of family office growth.
by
Kathy Lynch
National Advisors Trust, Convergent Wealth Advisors and Brown Advisory have made new executive appointments.
by
Kathy Lynch
BNY Mellon, Genworth Financial Wealth Management and TD Bank are among the firms that have hired new personnel.
by
Dorothy Hinchcliff
Bank of America Corp., the second-biggest U.S. lender, eliminated some
managers from a unit catering to wealthy families as it cuts costs, said
two people with knowledge of the move.
by
Kathy Lynch
Behringer Harvard, Beverly Hills Wealth Management and BNY Mellon have hired new managers.
by Lisa A. Ditkowsky
A cast of experts gathered in New York City recently to give advisors a comprehensive rundown on what it takes to start and operate a multifamily office.
by
Kathy Lynch
BNY Mellon, The Presidio Group, Morgan Stanley Smith Barney and Pacific West Land LLC have added new staff members.
by
Karen DeMasters
Successful advisors to the ultra-high-net-worth are standardizing some
aspects of their operations so advisors can spend more time
with clients, according to a new study.
by
Karen DeMasters
U.S. Trust, part of Bank of America Private Wealth Management, is
launching a summer TV advertising campaign aimed at ultra-high-net-worth
individuals.
