Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices.
A Virginia-based wealth manager has launched a firm offering financial planning software now being tested by 80 advisors.
Surprise, surprise...
Oxford Analytica's CEO, who also founded Archipelago Partners and is a former Goldman Sachs investment banker, says the U.S. has to change its mindset to accept that it's not setting rules alone.
It's definitely a case of "Men are from Mars and Women are from Venus" when it comes to how the two genders think about an investment strategy, according to a new study of wealthy women...
The number of family offices is set to triple in Asia within the next decade, outpacing growth in other regions, according to Citigroup Inc.
Corporations increasingly recognize the value of science advisors to inform decision-making when science and business intersect.
A major reason for advisors to care about whether firms are socially responsible or not was revealed by researchers at the SRI in the Rockies conference in New Orleans.
Most retail financial advisors are diversifying their clients' portfolios with alternative investments and want to use them increasingly over the next year, says a new study.
China's millionaires will account for about half of Asia's rich and hold more than half of the region's wealth by 2015, according to a study by Julius Baer Group.
Have you noticed that more supermarkets and restaurants are selling chicken that's free of antibiotics and hormones? A new study is likely to fuel this trend and may make you decide to buy this...
More evidence emerged this week that pollutants from sources like indoor coal stoves, smoking and vehicle exhausts may put babies at a much higher risk of birth defects.
The 400 highest-earning U.S. households reported a total of $108.2 billion in income for 2008, a 21.5% decline from a year earlier and the first drop since 2002, according to IRS data.
As the impact of the financial crisis fades, a majority of ultra-high-net-worth investors are reporting increased satisfaction with their financial advisors, according to a new survey.
Millionaires were a little less optimistic about the economy in March compared with February, according to a recent survey.
The number of millionaire households in the nation increased by 8% in 2010, marking a second straight year of growth, according to Spectrem Group.
Carlos Slim remains the world's richest person for a second year with estimated assets of $74 billion, according to Forbes magazine's annual global ranking of billionaires.
These clients may come back into the equity markets in a big way this year, says a new survey.
Here's some simple advice to pass on to your clients that may help save their lives.