Following The Money: ICONIQ Likes CRM Shop, L Squared Backs Ed Tech Merger

A snapshot of the latest family office investments.

Max Viscio 23 March, 2017

Ex-BofA Merrill Team Launches Multi-Family Office

Xerxes Mullan now heads up Avestar Capital.

Max Viscio 22 March, 2017

People Moves: Bloomberg’s Ex-CIO Finds New Home; Real Estate CEO Starts $100m Family Office

The comings and goings of the private wealth space.

Max Viscio 13 March, 2017

Bitcoin Hopes Dim As SEC Rejects Winklevoss ETF

The SEC has rejected an application to create the first Bitcoin exchange-traded fund.

Max Viscio 13 March, 2017

Following The Money: Eyes, Oil and Oncology

A snapshot of the latest family office investments.

Max Viscio 10 March, 2017

Nasdaq launches private asset liquidity platform

Nasdaq Private Market is launching platform aimed to increase the liquidity of private asset investments for high-net-worth investors.

Max Viscio 8 March, 2017

Oppenheimer Targets Rising Millennial Client Base

Oppenheimer has joined forces with Legacy Capitals to produce a series of workshops on changes in the market stemming from the Millennial generation.

Max Viscio 8 March, 2017

People: Willett CIO Leaves; Fiduciary Trust Hires Investment Duo

The comings and goings of the private wealth space.

Max Viscio 7 March, 2017

Oppenheimer Buys Muni SMA Shop

Oppenheimer is a buying a boutique asset manager in the municipal bond space.

Max Viscio 6 March, 2017

Snowden Lane, Artivest team up for alternatives push

Artivest is looking to expand its partnership to other wealth management firms

Katherine Goh 3 March, 2017

Most families lack succession, inheritance plans

A recent survey by RBC Wealth Management finds expectations do not necessarily lead to actions in financial planning

Katherine Goh 1 March, 2017

DOL proposes 60-Day fiduciary rule delay

Office of Management and Budget review could drag out efforts to postpone

Max Viscio 1 March, 2017

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