Wealth Planning
Daily News Analysis
Morgan Stanley Incorporates Health Issues Into Wealth Planning
29 May 2013
Morgan Stanley Wealth Management has partnered with private health advisory firm PinnacleCare in an arrangement that the firm says will enable financial advisors to incorporate the management of health issues into wealth planning discussions. “Healthcare is a silent concern for many of our clients until it becomes a real issue in their lives and the lives of family members . Financial advisors who can discuss such healthcare concerns with clients and offer access to real solutions offer a truly differentiated advisory service,” said Robert Seaberg, managing.
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Nevada's Legacy Wealth Planning Boosts Advisory Team
8 November 2012
Industry veteran Mark Elston and his three-strong team are joining Reno, NV-based Legacy Wealth Planning, a group of independent financial advisors that are affiliated with broker-dealer LPL Financial. Elston has been in the securities industry since 1980 . According to a statement, he and his new team plan to maintain over $185 million in client assets as they move to an independent business model, via which they will manage the assets of about 1,100 clients throughout the Reno-Sparks area.
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California Wealth Manager Rebrands
29 May 2012
Kozak Financial Advisors has reformed as BrightPath Wealth Planning, a fee-only wealth manager based in Ventura and Santa Barbara counties, CA. Pete Kozak founded Kozak Financial Advisors in 2004 and he has now teamed up with Jean-Luc Bourdon for the new venture . The duo previously developed a CPA-associated wealth management firm together.
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Industry Veterans Roll Out New NYC Independent Investment Firm
13 April 2012
Former Merrill Lynch Wealth Management executives have teamed up to launch a new registered investment advisor firm. Snowden Capital Advisors is described as an independent and advisor-owned company that will be targeting individuals, families and corporates in the US and abroad . The firm said in a statement that it expects to hire several advisor t.
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Texan MFO Hires Senior Family Wealth Planner
12 April 2012
Sentinel Trust Company, the Texas-based multi-family office, has hired Lissa Gangjee as a senior vice president and senior relationship officer. Gangjee joins from Threshold Group, where she headed the company’s office in Portland, OR, as managing director and senior relationship manager in the wealth planning unit . Before that, she spent a decade at US Trust Company in New York in various r.
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Features
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
25 March 2013
Relevancy, transparency and ease of use emerged as goals for wealth management firms to strive for in delivering client-centric communications at a recent event of industry leaders held in New York.
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Election Impact: Looming Tax Hikes And Uncertainty Haunt Wealth Managers
18 September 2012
The specters of rising taxes and continued political and economic uncertainty have become front-and-center issues for wealth managers as the US presidential election swings into high gear.
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It's Not Just Snowbirds Flocking To Florida In 2012
19 July 2012
Florida is proving an attractive place for wealth managers to launch offices and hire staff so far this year.
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Wealth Management In California: The Players
29 May 2012
As part of a series analyzing the Californian wealth management industry, here Family Wealth Report shares insights from firms on their Californian operations.
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Company Profile: Growth Plans, Challenges For Evercore - Part 2
2 April 2012
Here is the second part of a feature on Evercore, the wealth management firm that has risen quickly from its origins in the midst of the financial turmoil to become a respected and increasingly influential player.
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News and Features
Latest News
Lincoln Financial Advisors Hires Managing Director To Lead Pacific Region
Investor Satisfaction Falls As Firms Struggle To Communicate Effectively With Clients - Study
INSIGHT: The Financial Implications Of Turkey's Turmoil
The Changing Face Of Global Wealth: Rise Of The Entrepreneurs - Study
BNY Mellon Wealth Management Boosts Presence In South Florida With Director Hire
Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
America Regained Top Spot For HNW Population, Wealth In RBC/Capgemini Survey
The annual RBC Wealth Management/Capgemini World Wealth Report also showed that North America, which in 2011 had lost its top-dog status to Asia-Pacific, is now back as the place with the largest high net worth market.
Tom Burroughes
18 June 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
