Consulting veteran forms new firm

Industry veteran Angie Herbers has launched a new practice for financial advisors keen to scale their business. Herbers, who, alongside

Stephanie Bartup 20 April, 2016

Direct investing trends unveiled in latest FOX report

More than two-thirds of family offices engaged in direct investing in 2015, according to a new study from the Family

Stephanie Bartup 19 April, 2016

Continue positivity amid oil price slump, deVere CEO tells investors

Global investors are right to shrug off tanking oil prices and remain positive, the CEO of deVere Group has said. 

Stephanie Bartup 19 April, 2016

Wiltshire launches wealth management platform

Wilshire Funds Management has created an end-to-end advisor wealth management platform utilizing technology from Vestmark. The business, a unit of

Stephanie Bartup 19 April, 2016

Northfield releases future allocation tool

Portfolio modeling and risk firm Northfield Information Services has launched a new service which provides advisors with year-by-year projections of

Stephanie Bartup 19 April, 2016

Cole Schotz boosts footprint with Boca Raton office

Specialist law firm Cole Schotz has expanded with the opening of a Florida office, to be led by former Sachs

Stephanie Bartup 18 April, 2016

Merrill Lynch: Affluent families avoid cash conversations

Nearly a quarter of wealthy families avoid conversations about wealth, typically because they don’t know how to start the conversation,

Stephanie Bartup 15 April, 2016

LPL Financial selects BlackRock robo program

Broker-dealer LPL Financial has jumped on the digital advisory trend, revealing that it would roll out a service for its

Stephanie Bartup 15 April, 2016

Law firm bolsters investment management arm

Norton Rose Fulbright has recruited Andrew James Lom, an investment management lawyer, to its New York office. Lom, who comes

Stephanie Bartup 14 April, 2016

Define unique selling point, advisors’ urged

A well-defined value proposition can set advisors apart, particularly in the face of competition from low-cost digital advisors, research from

Stephanie Bartup 14 April, 2016

Fiduciary Trust appoints CEO, looks to international growth prospects

Fiduciary Trust Company International has recruited a former Wells Fargo executive vice president as its new CEO. The appointment was announced as the firm’s chair told

Stephanie Bartup 13 April, 2016

Foundation Source: Grantmaking swelled 24% in 2015

Grantmaking increased by a huge 24.5% in 2015 compared with the previous year, research from Foundation Source has revealed. The

Stephanie Bartup 13 April, 2016

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