People Moves: Citi nabs JPMorgan trio, Abbot Downing hires BofA vet

The comings and goings of the private wealth space.

Max Viscio 22 September, 2017

As threats escalate, firms are fighting to keep up.

Jason Bisnoff 4 hours ago

iCapital has agreed to purchase Deutsche’s private equity platform.

Max Viscio 21 September, 2017

iCapital has agreed to purchase Deutsche’s private equity platform.

Max Viscio 21 September, 2017

Austin-based adviser platform Kestra Financial has bought registered investment adviser Rinvelt and David.

Max Viscio 21 September, 2017

The firm failed to recommend the cheapest possible shares to clients, the SEC said.

Peter Rawlings 19 September, 2017

Destruction from Harvey serves as reminder to shore up BCP

SEC mulls filing deadline relief in the storm’s wake.

Marissa Capodanno 13 September, 2017

The ESG Revolution

The changing investment landscape will require wealth managers to challenge their views of what an ESG investment looks like and how it fits their clients’ portfolios. 

Max Viscio 11 September, 2017

New DOL delay prolongs fiduciary rule uncertainty

This is what a two year delay could mean.

Jason Bisnoff 25 August, 2017

A preview of the August 2017 PAM issue…

Max Viscio 8 August, 2017

With public equities valued at all-time highs, managers can find attractive opportunities in late-stage, VC-backed tech firms.

Sven Weber 5 September, 2017

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