by
Jim McConville
AMG Wealth Partner LP on Tuesday entered into a definitive agreement to acquire an equity interest in Veritable LP.
by
Kathy Lynch
Beirne Wealth Consulting, Cantor Fitzgerald & Co. and Gresham Partners have made appointments to senior management positions.
It's just as important to manage the impact of wealth on family dynamics as it is to manage the actual wealth itself, according to experts.
by
Kathy Lynch
HighTower, 361 Capital and Citi Private Bank are among the firms that have added new personnel in recent weeks.
by Colleen O'Dea
Advisors who serve the rich and famous say that while the niche brings special rewards, it is also time consuming and labor intensive.
by Elizabeth Ody
Family offices are doing everything they can to avoid SEC regulation and the disclosure it entails.
by
Kathy Lynch
Salient Partners and Genworth Financial Wealth Management are among the firms that have hired new staff in recent weeks.
The National Planning Corporation (NPC) has launched NPC Trust Services,
a program that provides a comprehensive suite of trust services to
current clients and future prospects, officials said.
The investment practices of the majority of millionaire households are
being impacted by the European sovereign debt crisis, says a new study
by the Spectrem Group.
Angeles Wealth Management, a Los Angeles-based RIA designed to serve high-net-worth and
ultra-high-net-worth clients, has been created by Angeles Investment
Advisors and Jonathan Foster.
HighTower has brought on a new partner from Morgan Stanley Smith Barney,
where he headed a team that managed about $2.5 billion.
Financial advisors who want to succeed with women clients need to treat
them as individuals, not as a group, according to a new study by the
Family Wealth Advisors Council.
by
Karen DeMasters
Family offices have made few changes to their investment strategies since the upheavals of 2008 and 2009, according to a new study.
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.
Family offices in the U.S. are trying to avoid regulation that would
force them to reveal financial details about their privacy-conscious
clients.
Barclays Plc's wealth management unit plans to increase its banking
staff in Asia by about 50 percent as it targets
the growing population of millionaires in the region.
by
Jim McConville
UBS Wealth Management Americas (WMA) announced today that the Desai
Group has joined the firm's Private Wealth Management (PWM) office in Chicago.
by Mary Rowland
Life-changing events for advisor Charlie Haines resulted in him transforming his business-and himself.
by Robert Fiore
Technological innovation allows advisors to spend less time in the 'back office' and more time with clients.
Wells Fargo & Co., the fourth-largest U.S. bank by assets, is
courting families worth $50 million or more with the start of its Abbot
Downing advisory unit.
