A House committee is considering a half-dozen bills aimed at investor protection, including one that would prohibit firms from including arbitration-mandatory clauses in client agreements.
Patagonia said it wants to add more companies that have the B Corp designation to its client list -- businesses that meet certain environmental, social and transparency standards and are certified by a private organization.
Globally, just 28 percent of the wealthy’s children move their assets when they receive their inheritance.
UBS has considered seeking to acquire Deutsche Bank AG’s asset manager DWS Group, potentially to combine it with its own business and spin off the two as a separate entity.
LifeYield continues to expand its relationships with wealth management firms, the latest being Mercer Advisors, an RIA with $15 billion in client assets.
NorthRock Partners, a Minneapolis-based RIA that manages $1.5 billion in assets, is the first to partner with the New York Private Bank & Trust affiliate.
No, but young moms say supportive partners, team-based practices and flexible work schedules are key.
United Capital is bringing in hundreds of millions in assets and a baker's dozen in new personnel.
