Pitcairn White Paper Report
As we enter 2009 with global markets still in turmoil and financial instability continuing to wreak havoc with many investment plans, family offices offer unique solutions to preserve their clients’ multi-generational wealth. ...
Economic Crisis Delays Retirement Plans
The economic crisis experienced globally in the Fall of 2008 will have an impact on the behaviors and attitudes of investors that will forever change the way individuals invest, utilize advisors and rely upon financial services organizations....
Millionaires’ Net Worth Down 30% In Current Financial Crisis
America’s millionaires are feeling significant pain....
SRI in the Rockies Conference Launches Podcast Series
SRI in the Rockies, the premier annual gathering of the sustainable and responsible investment (SRI) industry in North America, has made the entire portfolio of presentations from its 19th annual conference available to the general public—and is rolling out a podcast series of some of the conference’s top sessions. ...
GenSpring Family Offices to Acquire Cymric Family Office Services
GenSpring Family Offices, a wealth management firm exclusively for ultra high net worth families, announced today that it has signed a definitive purchase agreement to acquire Cymric Family Office Services. ...
UBS Wealth Management and the National Philanthropic Trust Launch the First UBS Donor Advised Fund
UBS announced today the launch of its first donor advised fund program, the UBS Donor Advised Fund. UBS is offering the program in partnership with National Philanthropic Trust (NPT), a national public charity....
Silver Bridge Advisors Appoints 20-Year Wealth Management Veteran as Director of Client Development
Silver Bridge Advisors, an independent, objective wealth advisory boutique that provides thoughtful, integrated wealth management solutions, announces the appointment of Deirdre R. Prescott – a 20-year veteran of the wealth management industry – as Director of Client Development. ...
Bryn Mawr Trust Company of Delaware Opens Doors
The Bryn Mawr Trust Company, a leading provider of trust, banking and wealth management services, has announced the opening of a limited purpose trust company in the state of Delaware effective immediately. ...
SunGard Enhances WealthStation Financial Planning to Help Advisors Guide Clients Through Uncertainty
Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client relationships. ...
Asset Management and Insurance Companies Recognize the Opportunity to Expand Distribution in 2009 Despite Market Conditions, Kasina Finds
New York, (October 21, 2008) – Despite current market volatility, the coming year represents a significant opportunity for asset management and insurance companies that are not afraid to invest in their distribution team, according to kasina, a distribution consultant for the asset management and insurance industries. ...
Keypoint and Ogier target Bahraini Trusts in new Joint Venture
Keypoint, a leading independent accounting and advisory services firm based in Bahrain and Ogier, one of the largest providers of offshore legal and fiduciary services have joined forces to create a new professional services firm in Bahrain....
2009 MDRT Executive Committee Announcement
The Million Dollar Round Table (MDRT) has named Walton W. Rogers, CLU, ChFC, President of the 2008–2009 MDRT Executive Committee....
