The Top 25 High-Net-Worth Advisors in 2016
The Top 25 High-Net-Worth Advisors in 2016
Jan 04, 2016
Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list, high...
Russia: End of 2015 Changes on Taxes and Reporting on Bank Accounts
Russia: End of 2015 Changes on Taxes and Reporting on Bank Accounts
Jan 04, 2016
New actions for advisors to consider in light of these developments
The Index: January 2016
The Index: January 2016
Jan 04, 2016
Readers do it by the numbers. 
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Senior Hotline Sees Early Success
Dec 31, 2015
The Financial Industry Regulatory Authority’s Securities Helpline for Seniors has responded to over 2,500 calls and helped recover nearly $750,000 from investors since the service launched in April...
Barclays to Pay $13.75 Million for Mutual Fund Failures
Barclays to Pay $13.75 Million for Mutual Fund Failures
Dec 29, 2015
The Financial Industry Regulatory Authority on Tuesday ordered Barclays Capital to pay a $3.75 million fine and refund its customers more than $10 million after the regulator found the firm failed to properly supervise the sale of mutual funds...
Lex Sokolin
The Finance Futurist
Dec 29, 2015
Alexey Sokolin founded NestEgg, an early robo advisor and digital wealth management platform, in 2010 along with fellow graduates of Columbia’s business school, then sold the platform to Vanare where he is now chief operating officer and...
The Best of the Best 2015
Dec 27, 2015
Throughout the year, WealthManagement.com releases rankings of wirehouse and independent advisors, as well as develops ratings of the firms themselves. And unlike some competitors, we are as transparent as possible about our...
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