Sentences with phrase «own wealth management firm»
«What we have not had is our Google moment,» Blaine Lourd, founder of wealth management firm LourdMurray, told the Times.
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«It's a milestone and an accomplishment to be proud of,» says financial planner Marguerita M. Cheng, chief executive officer of wealth management firm Blue Ocean Global Wealth, based in Gaithersburg, Maryland.
Douglas Boneparth is president of Bone Fide Wealth, a Manhattan - based wealth management firm focusing on millennials, young professionals and entrepreneurs.
Elle Kaplan is the founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving high - net - worth individuals.
The CEO of a U.K. - based wealth management firm has warned about an unruly end to monetary stimulus from global central banks.
«If somebody moves to us with these funds [in their portfolio], we're looking for an immediate maturity date to get out,» says a Vancouver investment adviser with a nationwide wealth management firm who asked not to be named.
A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.
It is the first non-investment product for the Toronto - based digital wealth management firm, marking a further step into the banking realm as Canadians increasingly do their financial transactions online.
• An investor group led by Stone Point Capital and KKR (NYSE: KKR) agreed to acquire a majority stake in Focus Financial Partners, a New York - based wealth management firm, for around $ 2 billion.
Wealth management firm Yellow Brick Road Holdings said its business is booming in Western Australia, with six additional branches emerging since the opening of its first Perth office three years ago.
The CNBC editorial team presents our second annual list of the Top 100 Fee - Only Wealth Management Firms.
The CNBC Digital editorial team, along with Meridian - IQ, created the following ranking methodology for its Top 100 Fee - Only Wealth Management Firms rankings.
As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.
Natasha Lamb: Arjuna Capital is a wealth management firm focused on sustainable and impact investing.
«Don't react too quickly,» said Amy Jucoski, national planning manager for Abbot Downing, a Wells Fargo wealth management firm.
The automated financial advice is generated by software programs developed by specialized wealth management firms that take your information and run it through their calculators.
When it comes to moving assets out of Jersey and into the United States, the switch should be painless, said Mitchell Goldberg, president of ClientFirst Strategy, a Melville, New York - based wealth management firm.
Wealth management firms and accountants to the rich are scrambling to prepare their clients for the biggest set of tax changes since 1986.
When I broke off and started my own wealth management firm, I had a solid business plan but still had some doubts.
As part of its strategy to ramp up its U.S. presence, it also purchased Chicago - based wealth management firm Geneva Advisors for roughly US$ 200 million last year.
Elle Kaplan is the Founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving high - net - worth individuals.
Harris is the founder, CEO and major shareholder of Personal Capital — a digital wealth management firm for consumers, integrating data aggregation, investment management and banking services across phone, web and mobile channels.
I'm a native San Diegan and I've spent over half of my career working for large wealth management firms.
The final step to create the Top 100 Fee - Only Wealth Management Firms list for CNBC.com was to apply the AdviceIQ Regulatory Compliance Review (RCR) process to the master list and eliminate any firm that failed the RCR process.
The CNBC Digital editorial team, along with Meridian - IQ, used the following ranking methodology for its Top 100 Fee - Only Wealth Management Firms rankings.
The reality is that rising volatility as measured by the CBOE Volatility Index, or VIX, «is only a reflection of volatile movements in the market — it is not a predictor of future returns,» David Kotok, the head of Cumberland Advisors, sent in a Friday note written by Leo Chen Ph.D. to the wealth management firm's clients.
Yearning to work more directly with stakeholders, PJ made the jump to a high - paced private wealth management firm in Richmond, Virginia and focused on assisting high net worth individuals and families.
Harold Evensky of the wealth management firm Evensky Katz Foldes and Texas Tech University said in an email that the DOL rule constituted a «major step toward a more secure and dignified retirement for millions.»
Top 100 Fee - Only Wealth Management Firms Rank Firm Name Total AUM ($ in millions) Years In Business AUM Annualized 5 yr (%)...
Let us show you how BAM Advisor Services can help make independent wealth management firms more profitable and more productive.
As a final step to create the «Top 100 Fee - Only Wealth Management Firms» list, CNBC.com applies an AdviceIQ Regulatory Compliance Review process to the master list.
And after you're on the right track, BAM provides access to learning and development opportunities via an active community of independent wealth management firms that help your business and employees achieve more.
In 2012, Max joined RBC Dominion Securities, Canada's leading wealth management firm.
We are a wealth management firm, providing personalized solutions to high net worth individuals, families, endowments and foundations.
«With extensive experience leading wealth management firms in Canada, and her deep knowledge of the Ontario and Quebec markets in particular, we see a great fit in supporting our business in those regions.»
Financial Tech Consulting: In January, 2014, I began consulting for a digital wealth management firm called Personal Capital based here in San Francisco and Redwood City.
Philadelphia wealth management firm rises from No. 3 spot in
The CNBC Digital editorial team presents our inaugural list of the Top 100 Fee - Only Wealth Management Firms.
Employee owned and passionately managed, Leith Wheeler Investment Counsel has earned a respected position among Canada's leading wealth management firms.
Amy rejoined SSGA in November of 2010, after spending two years at Atlantic Trust Company, a Private Wealth Management firm.
Park Nok - sun, who analyzes cryptocurrency at wealth management firm NH Investment & Securities, maintains that the officials are concerned by so - called «herd behavior» in the cryptocurrency marketplace.
Bonnie Sewell, the CEO of fee - only wealth management firm American Capital Planning in Leesburg, Va., tweeted about the potential positive outcomes:
We are excited to announce that Woodstock Corporation was named to CNBC's list of «Top 100 Fee Only Wealth Management Firms for 2015.»
As a private wealth management firm, Woodstock prospered, and other investors sought our counsel and personal service.
As one of the oldest Boston private wealth management firms, Woodstock has a clear and simple mission: to create and preserve wealth for our clients.
Welcome to Woodstock, a Boston private wealth management firm, managing more than $ 620 million * in assets.
In a move to expand nationally, in 2005 the entrepreneur sold a majority stake to the publicly traded wealth management firm, Sanders Morris Harris Group, chaired by George Ball, former E.F. Hutton president and Prudential - Bache chairman - CEO.
Do you want to work with a private wealth management firm with a long - term history of investing client assets?
Mr. Carty was a member of the boards of directors of Hawaiian Holdings Inc., the sole owner of Hawaiian Airlines, Inc., from July 2004 until February 2007 and again from April 2008 until May 2011, Barrick Gold Corporation, a gold mining company, from February 2006 until December 2013, Dell Inc., a computer technology company, from December 1992 until November 2013 and Gluskin Sheff and Associates, a wealth management firm, from June 2006 until December 2006 and again from April 2008 until May 2011.
«The vast majority of your return comes from being in the right sector,» says Diana Avigdor, vice-president head of trading and portfolio manager at Barometer Capital, a Toronto - based wealth management firm.