The assets under management at wealth management and private banking firms rose an average of 17 percent in 2017, according to Scorpio Partnership’s 2018 Global Private Banking Benchmark report.
Litigation funds are lucrative but tricky for investors to value.
In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.
Smarsh announces a new CEO, one third of Americans are waiting on an inheritance for financial stability and a day in the life of a financial advisor.
It’s critical that a trustee understand what the key factors are and how they interrelate.
Thanks to the blockchain, anyone can own a tiny part of a masterpiece. They just can’t touch it.
Price doesn’t always matter.
Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.
Representative payees will face tougher scrutiny.
There could be unexpected tax ramifications if your client decides to try and “split the baby.”
