Findings from the Third Annual Industry Trends Survey
WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....
First Eagle Investment Management
The firm formerly known as Arnhold and S. Bleichroeder Advisers today announced its new corporate name: First Eagle Investment Management. The name change is intended to reflect the firm’s concentration on asset management....
Pitcairn Receives Industry Award from Family Firm Institute
Pitcairn, a leading multi-family office, received the 2009 Interdisciplinary Achievement Award from the Family Firm Institute (FFI), a professional membership association founded in 1986, at its recent annual meeting...
Wealth Management Leader Bruce Paulson to Join GenSpring and Lead Expansion Effort from Minneapolis
GenSpring Family Offices Announces Presence in the Midwest...
New Foundation Center Map Guides Nonprofits to Stimulus Dollars and Other Resources
The Foundation Center, the nation's leading authority on organized philanthropy, has collected an extensive array of resources on how nonprofits may be able to access stimulus package funding from the American Recovery and Reinvestment Act (ARRA) of 2009...
ResearchReveals Affluent Women Taking Control of Their Wealth
Women of exceptional affluence are increasingly taking control of wealth management in their families, reflecting larger societal shifts...
Seven Industry Leaders Elected to The American College Board of Trustees
The American College, the nation’s premier educator of financial services professionals, announced today the election of seven new senior financial industry leaders to its Board of Trustees...
GenSpring Family Offices Expands Its Presence in the Growing Tennessee Wealth Management Market
GenSpring Family Offices, the wealth management firm for ultra-high net worth families, announced today the addition of respected investment professional Phoebe Venable, CFA. Based in Nashville, Ms...
Neubger Berman Becomes Independent
Neuberger Berman Group LLC today announced the completion of an employee-led buyout of the 70-year-old company, creating one of the world’s largest private, independent money managers with approximately $158 billion...
Legal Action Possible for Avoiding State Registrations
Martignetti Planned Giving Advisors publishes first state-by-state e-manual to provide complete guidance and filing forms for each state...
AICPA Guide on SEC and State Regulations
AICPA introduces guide for members on SEC and state regulations for investment adviser registration ...
First State Trust Company Continues Its Innovative Traditions
E.F. Hutton descendant combines experience and innovation with technology to transform trust services...
