High Net Worth

RIA Deal Makers' Shopping List: What They Want
“Why should a really good smaller firm that’s growing have a lower multiple than a big firm that’s crappy?” asks Peter Raimondi, president of Boston Private Wealth.
When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants. Read More »
When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows. Read More »
New recruits joined the UHNW-focused business in recent weeks. Read More »
Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs. Read More »
Julz Burgess will provide strategic direction and focus on business development, client service and retention. Read More »
Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering. Read More »
The Bronfman-Highline deal is the 74th RIA M&A transaction this year, and is unlikely to be the last for the firm going forward. "We love this business…and we have capital," says Matthew Bronfman, chairman. Read More »
Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services. Read More »
A former Wells Fargo FiNet affiliate has signed on with Raymond James' independent broker-dealer. Read More »
Scaling back the investment bank in favor of managing money for rich clients would mirror the approach of UBS, the bank's larger Swiss rival. Read More »
An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings. Read More »
Advisors failed to win FINRA arbitration case for compensatory damages in excess of $5 million for a number of grievances. Read More »
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Oct 14, 2015
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