Baker Currie Global on Why the Time Was Right for Their New Venture (0)
5/20/13 •
Suzanne Currie and Ellen Snibbe Baker talked to PWF about their decision to launch Baker Currie Global, their Manhattan-based third-party marketing and placement agent servicing firm. The firm works as a consultant for family offices, hedge funds and private equity firms.
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Threshold Group Builds Up Research Staff (0)
5/23/13 •
Threshold Group has promoted Mark deVries to Director of Manager Research and separately, Alex Hokanson was hired as Senior Investment Analyst.
Citi Names New CEOs of CitiMortgage, Private Bank and Citi Holdings -Memo (0)
5/23/13 •
Citigroup Inc. (C) shuffled the top executives of several businesses including its private bank and mortgage unit and the unit that houses non-core businesses and assets.
United Planners Links with Trust Company of America (0)
5/22/13 •
Trust Company of America, a technology and custody provider for RIAs, said it has entered a relationship with United Planners Financial Services, PWF has learned. UP is a national RIA and broker-dealer partnership with more than 350 advisors nationwide.
Cerulli Expects More Boutique Firms as Wirehouses Erode (0)
5/22/13 •
Boston-based global analytics firm Cerulli Associates predicts an increase in the number of boutique advisory firms as the erosion of the wirehouse channel continues.
Fremont Bank expands wealth management to compete with Wells Fargo, others (0)
5/21/13 •
Fremont Bank is boosting its wealth management offerings as the Bay Area’s largest community banks go up against the region’s big banks for affluent clients.
Succession Planning in a Slow Economy (0)
5/20/13 •
Effective succession planning relies in part on the personal retirement readiness of executives. But what happens if current executives are financially unable to retire when planned — or simply not ready to leave the workforce?
US Firms Looking at Canada Should Offer Services Rather than Launch Shops (0)
5/16/13 •
US-headquartered firms looking to tap into the growing HNW population in Canada should consider offering certain advisory services to clients, rather than eyeing an expansion strategy in the country. However, the lack of multi-family offices in the country could still be a marked opportunity for certain firms.
Palo Alto Firm Looking to Build WM Staff (0)
5/16/13 •
Opes Advisors, a Palo Alto, Calif.-based wealth management firm with plans to build into a quasi-family office, is looking for wealth advisors to join its team. The firm said the new hires will report directly to the v.p. of business development.
Northern Trust Sets up Shop in Frankfurt (0)
5/16/13 •
Northern Trust has launched an office in Frankfurt, Germany. Northern Trust’s German office will be staffed by 20 people, and will be headed by Kai Dirk Leifert in Frankfurt, the company said.
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Private Wealth Trends & News»
5/22/13 •
United Planners Links with Trust Company of America5/22/13 •
Cerulli Expects More Boutique Firms as Wirehouses Erode5/20/13 •
Baker Currie Global on Why the Time Was Right for Their New Venture5/16/13 •
US Firms Looking at Canada Should Offer Services Rather than Launch Shops5/15/13 •
Getting the Girls: Krawcheck To Buy Membership Firm 85 Broads5/15/13 •
Social Media Helped MFO Growth, But Lack of Differentiation A Key Issue5/13/13 •
Advisor Headcount Predicted to Continue Its Slide5/09/13 •
Segal Rogerscasey, Frontier Advisors Form Alliance5/06/13 •
Money Worries, Planning for Blended Families & Retiree Reinvention the Themes of new ML Survey5/03/13 •
Trust Company of America, RIA in a Box Form Alliance5/03/13 •
Greycourt Names New CIO5/01/13 •
Clients Want More Diverse Advisors, While Firms at Standstill to Hire4/30/13 •
Atlantic Trust Adds Biz Development Officer in Chicago4/29/13 •
CIBC On Atlantic Trust Acquisition4/25/13 •
Westport Resources Names COO of Private Client Group4/24/13 •
Families Should Start Social Media Ed Early, Says Family Wealth Alliance Webinar4/19/13 •
Fiduciary Trust Names New MD, Senior Portfolio Manager4/17/13 •
TIAA-CREF Looks to Grow Westchester Team4/17/13 •
Celent Says Wealth Management Outsourcing To Climb, Yet Vendor Offerings Mimic Eachother4/16/13 •
Tiger 21 On the Spike in Seattle Wealth
