Ultra-Wealthy Push Do-Good Investing
Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions.
More in Family Offices
Market Street will hardly be the only new kid on the block fighting for market share in New York. more »
AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank. more »
Family office execs report a rise in direct investments and so-called club deals as hedge funds fall out of favor. ''Families want to be in control," says one consultant. more »
Schwan Financial Group's Prepared Heirs program helps advisors connect with second-generation clients. more »
Steven Cohen, who agreed to close down his SAC Capital Advisors as part of a settlement with the U.S. government, will rename the firm and add a layer of management to oversee traders as the hedge fund becomes a family office, said a person familiar with the firm. more »
As the stock market has soared, firms face new competition for both talent and clients. more »
The Family Office Exchange's newly published Guide to the Professional Family Office offers time-tested recommendations to help wealthy families maintain their fortunes. more »
G. Moffett Cochran, co-founder and chief executive officer of Silvercrest Asset Management Group Inc., a New York-based firm catering to wealthy families, which went public in June, has died. He was 63. more »
Demand is high for experienced executives across all channels. While advisor migration to independent RIAs remains the dominant trend, large wirehouse and bank players are also very much in the game for talent. more »
Three big industry names are joining forces to form a new wealth management firm, Lebenthal Wealth Advisors. more »
The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 20, 2014 |

September 28, 2014 |

October 7, 2014 |

October 21, 2014 |

October 27, 2014 | The Mandarin Oriental, Boston

Already a subscriber? Log in here