NEWS

• Clearpath to add firm locations

  
  

  Clearpath Capital Partners, a wealth an investment management firm, has plans to expand to serve clients outside of Silicon Valley and the Bay Area. … read more »

• Federal Street: Life insurance should be considered an asset

  Life insurance can clear the way for riskier investment strategies, according to two industry experts. John Przybylski, director of financial planning at Federal Street … read more »

• Tencent seeks executives for its private bank

  Chinese investment holding firm Tencent Holdings has reportedly started hiring executives for the establishment of its private bank. For more information, click here. You … read more »

• Benchmark Bank launches new wealth management group in Dallas

  Benchmark Bank celebrated its 50th anniversary by launching a new subsidiary that handles wealth management. For more information, click here. You need to be … read more »

• Julius Baer grows international business with Merrill Lynch addition

  Julius Baer Group Ltd. has expanded into Ireland with the acquisition of Merrill Lynch’s International Wealth Management (IWM) business in the country. In a … read more »

• LeoGroup invests in SenaHill Partners

• New online series promotes financial literacy for women

• Event recap: SIFMA 2014 Private Client Conference

• Private annuities offer enhanced tax savings

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 »