Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
While France fishes for concessions, Britain must keep its eyes on the prize
It is just a few cod and mackerel. Cornwall and St Helier are hardly crucial to the 21st century economy we are meant to be trying to create. And it is low tech, low productivity work compared to shuffling assets around on a computer screen. It is…
Financial: Jeff Galvin, Morgan Stanley
Morgan Stanley has announced that Jeff Galvin, Senior Vice President, Family Wealth Director, Financial Advisor in the Firm's Tulsa Wealth Management office, has been named to Barron's list of “America's Top 1,200 Advisors: 2021…
SARS to take a closer look at Bitcoin, taxi owners and illegal offshore investments | Fin24
Retired judge and now consultant to SARS, Dennis Davis, says the tax collector has built capacity to clamp down on tax evaders. It is coming for people with 'dubious' offshore investment structures. SARS is also looking at Bitcoin transactions, the…
Archegos Sparks Family Office Feud Among Their Billionaire Owners
© 2012 Bloomberg Finance LP Archegos is the first big scandal to hit the family office sector, a newish industry built to serve the needs of billionaires. The impact will be huge, say insiders, as banks and regulators turn against family…
Financial: Susan Dick, Susan Dick Financial Services, LLC
BARTLESVILLE, OK – Susan Dick, Investment Executive, of Susan Dick Financial Services, LLC located at 330 S Johnstone Ave, was among the Raymond James-affiliated advisors named to the Forbes list of America's Top Women Advisors. The list…
RBC announces promotion
RBC Wealth Management is proud to announce that Sheryl LaDuke, CFP, RICP has been promoted to first vice president – financial advisor. We recognize and reward her commitment to providing excellent service to clients, and are proud of the…
McLain and Robak named 2021 Top Women Wealth Advisors
Lincoln, Nebraska – May 16, 2021 – Tracey McLain, managing director – investments and Lincoln branch manager, and Susan Robak, managing director – investments, of Wells Fargo Advisors in Lincoln, Nebraska, have been…
Barron's Latest Picks And Pans: DuPont, Stanley Black & Decker, Whirlpool And More
This weekend's Barron's helps investors identify stay-at-home stocks that still have room to run. Other featured articles discuss ways investors can hedge against inflation and an investing strategy that brings growth and reasonable yield. Also…
Oyster group pivots from restaurant to retail
Angel Seafood, which is backed by billionaire investor Alex Waislitz's Thorney Opportunities Group, has plans to double its oyster production to 2 million oysters annually over the next three years from its leases off South Australia's Eyre…
Institutions Are Not Waiting On MSCI China A-Share Inclusion
MSCI has not increased the inclusion factor of China A-shares in its indexes since November 2019. While the global index provider is taking a measured approach to inclusion, financial institutions are proceeding more ambitiously. In fact…
Beat the rush and invest in Bounceback Britain
Are you ready for the Roaring Twenties? According to the Bank of England, the UK is set for its fastest period of economic growth since the Second World War as British consumers – armed with well-stocked bank accounts – rise like…
Business Briefs: OSU-Newark's Low curates Chicago museum basket-making exhibit
NEWARK -- John Low, Ohio State-Newark associate professor and director of Newark Earthworks Center, guest curates a new temporary exhibit featuring Pokagon Potawatomi basket-making at Chicago's world-renowned Field Museum of Natural History. Low…
New loan deals help ease plight of first-time buyers
Wannabe first-time buyers who watched in dismay last year as high loan-to-value mortgages all but disappeared now have something to celebrate. Last year's famine has turned into a relative feast, with more than 100 high loan-to-value mortgages now…
How Bitcoin secured currency
In 12 January, 2009, the pseudonymous Satoshi Nakamoto made the first-ever Bitcoin (BTC) transaction, sending 10 BTCs to developer Hal Finney and just like that a new asset, or rather a new asset class was born. Never mind that the ‘value'…
PATRICK: Reviewing college funding choices
Explore the different ways you can help finance the costs of higher education. How can you help cover your child's future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529…
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