IPI: Families Brace For Portfolio Declines

Most wealthy families are expecting further declines in their portfolios and are looking for honesty from their advisors on the true state of affairs, according to a soon-to-be-released study conducted by Institute for Private Investors. Eighty four percent of

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NEWS

Exclusive: Acquire launches liquidity tool, seeks affluent investors

Acquire Real Estate has launched the sector’s first crowdfunding site exchange, offering sought-after liquidity to affluent investors who can put equity interests up for ... read more »

HighTower grows leadership team

Chris Curtis has joined HighTower as executive vice president, finance and accounting to lead HighTower’s financial and accounting activities. You need to be logged in ... read more »

Aspiriant pushes into Orange County market

Los Angeles-headquartered wealth management firm Aspiriant has opened its eighth office, in Irvine, California. You need to be logged in to see this part ... read more »

EVENTS

PAM Breakfast Briefing: Emerging markets, emerging opportunities for the affluent investors

Please join us for the next Breakfast Briefing, taking place on Wednesday April 15, 2015 at The Lambs Club, 132 West 44th Street, New York. >>> … read more »

PAM Awards, February 2 2015, New York

The PAM Awards 2015 will be held at Cipriani 42nd Street, NY on Monday 2 February. The Private Asset Management Awards recognise and reward those who … read more »