04/28/2015

Not Just Your Millennial’s Advisor

A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools

04/27/2015

The Multi-Family Office Platform

The ultra-wealthy are increasingly considering establishing single-family offices or availing themselves of multifamily offices.

04/27/2015

Wealth management unit of CIBC opens in West Palm Beach

“This strategic move is part of our ongoing plan to expand our business into key wealth markets throughout the nation,” said Jack Markwalter, chairman and CEO of the Atlanta-based company in a news release.

04/24/2015

Financialisation Of The Art World Bad News For Many Artists

"This presents a tremendous opportunity for art financiers and wealth managers to provide a diverse range of art and wealth management services and thrive on the backs of some of the world's most affluent art collectors," she continued.

04/23/2015

Banks Post Record Wealth Management Revenue in 2014

Bank holding companies generated $143.2 billion in wealth management income, up 6.5% from $134.6 billion in 2013. It was the most revenue they've ever produced since the data started to be tracked in 2007.

04/22/2015

Raymond James Says Rebate Checks in the Mail

After Raymond James agreed to pay back clients who were wrongly sold more expensive classes of mutual funds, the firm made good on its promise, sending out checks to clients this week.