NEWS

• Bessemer Trust appoints senior VP and wealth advisor

  
  

  Bessemer Trust has tapped Teresa Principe to serve as senior vice president and wealth advisor. She will report to Eric Gies, co-head of the … read more »

• Northern Trust adds regional WM head

  Northern Trust has tapped Ghislaine Austin to serve as regional head of its wealth management arm in Atlanta. Austin will be responsible for the … read more »

• Advisors say water sector offers long-term buying opportunities

  Advisors say investors should carefully review the types of water investments available due to the vast options offered. For more information, click here. You need … read more »

• Wealthy increasingly focused on social impact

  According to a survey conducted by Capgemini and RBC Wealth Management, 92% of high-net-worth individuals think driving global impact is important. For more information, … read more »

• FATCA may trigger expats to give up citizenship

  A study shows that the Foreign Account Tax Compliance Act may cause expatriates to give up their US citizenship. A poll conducted by deVere … read more »

• SEC may clear SFOs to provide advisory services to in-laws

• Wealth managers increasingly using ETFs in client portfolios

• Boston Private to acquire Banyan Partners

• JDJ Family Office Services spins off from Rothstein Kass

FEATURES

Inflation and planning for retirement

Joshua Kadish, founder and partner at wealth management firm RPG-Life Transition Specialists tells PAM how high-net-worth individuals should consider inflation when planning for retirement. … read more »

Father knows best

Just ahead of Father’s Day, industry experts shared the lessons they have learned from their parents and how they anticipate the space evolving. CLIENT … read more »

RESEARCH

Report: It may be worthwhile to litigate with SEC, FINRA

A recent study shows that it sometimes pays for broker-dealers, investment advisors and their representatives to litigate with regulators as opposed to settling. The … read more »

UBS: Women should take more active role in investment decisions

A recent study shows that though affluent couples are equally involved in financial decision making, women are less involved when it comes to investing … read more »