M and A
July 22, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Verdence, NYPB&T

The latest M&A deals in wealth and asset management.

Family Office
September 15, 2020

Verdence Unravels Clients' Wealth Complexity, Smiles On Alternative Assets

It is perhaps reflective of current investment thinking that a person with almost two decades at a

Wealth Strategies
December 1, 2015

INTERVIEW: The Wealth Management Hurdles Faced By Professional Athletes

Family Wealth Report spoke to a new industry player, Kendall Gray, about some of the wealth

People Moves
August 4, 2015

HighTower's Kelly Wealth Management Aims For The Stars

Athletes and entertainers face intense pressure and temptation, but many do not receive the

Wealth Strategies
July 13, 2015

FEATURE: Grass-Roots Financial Planning For Soccer Players

This feature examines what is being done at one UK firm to educate soccer players about how to

New Products
June 2, 2015

HighTower's Kelly Wealth Management Unveils Sports & Entertainment Business

HighTower's Kelly Wealth Management has launched KWM Sports & Entertainment, its second new venture

Strategy
July 15, 2014

HighTower Secures $100 Million Bank Lending To Finance Further Growth

HighTower has entered into a traditional bank debt facility with BMO Harris Bank and PNC Bank to

People Moves
May 9, 2014

Industry Moves: Americas April 2014

A summary of Americas people moves in wealth management for April 2014.

People Moves
April 29, 2014

HighTower Subsidiary Sees Assets Pass $1 Billion With Three Senior Hires

A trio of advisors have been recruited at Kelly Wealth Management’s Baltimore, MD, branch,

People Moves
March 26, 2013

HighTower Adds $300 Million Advisor Team In New York