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Practice Development
 
PWinsider
Friday, 27 January 2012
HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion. 
 
PWinsider
Friday, 20 January 2012
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.

 
Family Offices Make Few Strategic Changes, Study Says
By Karen DeMasters - Wednesday, 18 January 2012
Family offices have made few changes to their investment strategies since the upheavals of 2008 and 2009, according to a new study.
 
PWinsider
Thursday, 15 December 2011
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 Seek To Shield Rich Clients From SEC Disclosure
Wednesday, 14 December 2011
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 Wealth To Add 50% More Bankers In Asia
Thursday, 01 December 2011
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.
 
UBS Wealth Management Acquires The Desai Group
By Jim McConville - Tuesday, 08 November 2011
UBS Wealth Management Americas (WMA) announced today that the Desai Group has joined the firm's Private Wealth Management (PWM) office in Chicago.
 
A Growth Schematic
By Robert Fiore, November 2011 issue
Technological innovation allows advisors to spend less time in the ‘back office’ and more time with clients.
 
Dreaming Bigger
By Mary Rowland, November 2011 issue
Life-changing events for advisor Charlie Haines resulted in him transforming his business—and himself.
 
Wells Fargo Aims For Clients With $50M
Wednesday, 02 November 2011
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.
 
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Online Extras

PWinsider
Federal regulations placing more restrictions on the operation of single-family offices is going to prompt more ultra-high-net-worth families to consolidate or restrict their offices, said Joe Calabrese, CEO of Harris myCFO.
Read more...
 
PWinsider
HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion. 
Read more...
 
PWinsider
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.
Read more...
 
PWinsider
Most high-net-worth individuals feel it is important for their advisors to know all their goals and financial wishes, but only a small percentage actually provide that information, according to a new survey.
Read more...
 
PWinsider
A New Jersey judge has dismissed a multi-billion-dollar lawsuit against Daniel Loeb of Third Point LLC and James Chanos of Kynikos Associates LP that had been filed by a Canadian insurer that accused them of targeting the company in a short-selling conspiracy.
Read more...
 

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