Why Accounting Firms Are Establishing Family Office Practices

The family office model has become well-recognized by wealthy individuals and families as the preferred way to address their financial lives.

To Get The Best Business Results, Make It All About Them

The enlightened self-interest approach is about showing other people how they will get the results they want by helping you get the results you want.

How To Leverage Your Life Coaching Practice To Become Wealthy

There are several strategies life coaches need to employ to establish and grow a very profitable practice.

Shifting The Scales In The Private Wealth Industry

Some talented professionals are pulling back the curtain and helping the wealthy make better financial decisions.


Soros Son’s New Shakeup Puts $25 Billion Philanthropy On Hold

The Soros foundation's second revamp in three years has brought a new round of job cuts.


Glenmede Elects Two New Board Members

Glenmede, an investment and wealth management firm headquartered in Philadelphia, has elected Frances W. Ferguson and Dr. Sean X. Wang to its board of...

Conestoga Capital Promotes Christina Kowalski To Partner

Conestoga Capital Advisors LLC, an independent investment advisory firm headquartered in Wayne, Pa., has promoted Christina Kowalski to partner, the company said. Kowalski, a financial...

N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM

Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the...

Jonathan Lewis Joins Dynasty’s Summit Trail To Head Sustainable Investing

Summit Trail Advisors, a New York City-based registered investment advisor (RIA) and member of the Dynasty Financial Partners network in St. Petersburg, Fla., has...

Tenn. Team With $832M AUM Joins Raymond James Institutional Platform

Memphis, Tenn.-based Fountain Financial Group, managing $832 million in client assets, has partnered with Pinnacle Asset Management, the wealth management arm of Pinnacle Financial...

Franklin Templeton’s Fiduciary Trust International Adds Senior Advisor

William Y. Yun, an industry veteran with four decades of experience, has rejoined Fiduciary Trust International as a senior advisor, the New York City-headquartered...



Private Equity Won’t Diversify Your Portfolio

Investing in such funds makes sense if you want more risk and illiquidity--and are willing to pay for it.

Keeping The Peace–Planning For Cherished Or Valuable Personal Possessions

No matter what your net worth, you likely have tangible personal property that is important to you. While such a term typically does not...

FDIC Changes Insurance Coverage Of Trust Bank Accounts

Recent changes make it simpler to calculate what is, and is not, insured.