NEWS

• Cantor Fitzgerald names new CIO

  
  

  Global financial services firm Cantor Fitzgerald Wealth Partners—an affiliate of Cantor Fitzgerald & Co.—has recently added Bob Serhus as CIO. Delivering the firm’s investment … read more »

• Does economic growth equal equity returns?

  Perhaps the most common long-term reason given by emerging market bulls for investing in the sector is levels of economic growth which leave developed … read more »

• U.S. Trust to propel growth in the Northeast with appointment

  Lisa Carnoy has been promoted at U.S. Trust as division executive to lead the Northeast and Metro New York locations in its mission to … read more »

• Art collection increases as investment opportunity

  As art investment grows in popularity, there is an increased need for collectors to properly protect their assets, one industry expert says. Michelle Impey, … read more »

• Family offices heading for direct investment in art

  Family offices will certainly cut the image of investment watchdogs for the high-net-worth asset owners. For more information, click here. You need to be … read more »

• NFP expands its Midwest presence

• Industry veteran opens independent firm

• Wealth management sector faces unprecedented change

• Mariner Wealth Advisors expands NJ team

FEATURES

The line on succession

With a significant section of the US’s wealth management industry approaching retirement age, PAM investigates the thorny topic of advisor succession planning As a … read more »

Winner’s circle: Part II

A group of PAM Award honorees sound off on a number of topics affecting the private wealth community. EFFICIENCY Gabriel Garcia of Pershing Advisor … read more »

RESEARCH

Client reporting improvements prove frustrating for family wealth firms

Family wealth firms are increasingly focused on improving their client reporting, according to a recent study. The Family Wealth Alliance’s inaugural Client Reporting Study, … read more »

Wealth managers must combine value and values to attract world’s wealthy

A study released by SEI, Scorpio Partnership and NPG Wealth Management has revealed that the world’s up-and-coming wealthy are most attracted to wealth managers … read more »