MFO Johnson Financial Group scales for wealth management business

The MFO has also promoted Gary Lutz to lead the new wealth management business

Katherine Goh 18 January, 2017

Chipman will be in charge of strategic acquisitions

Katherine Goh 18 January, 2017

USA Financial expects the program to drive major growth

Katherine Goh 18 January, 2017

USA Financial expects the program to drive major growth

Katherine Goh 18 January, 2017

The Colony Group merges with Denver-based wealth management firm specializing in sports and entertainment

Katherine Goh 18 January, 2017

Vantage Private Wealth will run on the TruClarity management platform

Katherine Goh 17 January, 2017

PAM’s 2017 Investment Outlook for high net worth investors

Investors are revved up for new opportunities lying ahead in 2017. PAM investigates which sectors are best positioned for growth in the year to come.

Katherine Goh 6 January, 2017

Rise of the real estate emperors

For this month’s edition, PAM zeroes in on real estate developers, how they grow their wealth, and why they keep it in the family.

Katherine Goh 6 January, 2017

PAM January forum: how interest rate hikes could affect HNW clients

During a time of heightened uncertainty and ample opportunity, advisers are encouraging their clients to remain ‘watchful and nimble’

Katherine Goh 6 January, 2017

Appway outlines how automating client onboarding can help wealth managers adapt to the DOL rule

Katherine Goh 5 January, 2017

For HNWIs interested in making an investment in tax-inefficient strategies, PPLI is a strategy worthy of consideration.  

Katherine Goh 3 January, 2017

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers