Jan
Swimming With The Sharks Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, […]
Jan
Success stories: Northeast – InvestmentNews InvestmentNews qualified 2,141 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of Nov. 1, 2018. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is on or after Jan. BBR Partners was […]
Jan
This holiday season, BBR wants to honor our clients by helping those recently affected by Hurricane Florence and Hurricane Michael. We are proud to support the United Way Hurricane Recovery Funds which provide aid to those impacted by these two storms.
This year, the United Way Network raised more than $86 million for mid- and long-term recovery efforts related to multiple natural disasters, with a focus on education, income and health. BBR’s donation will specifically support United Way’s efforts in rebuilding communities affected by Hurricanes Florence and Michael, responding to emerging needs throughout the regions and fighting for the health and safety of every person.
Jan
The Family Wealth Alliance Announces Best in Industry Awards Winners Press release content from Globe Newswire. The AP news staff was not involved in its creation. CHICAGO, Oct. 18, 2018 (GLOBE NEWSWIRE) — The Family Wealth Alliance (“The Alliance”), a leading voice on trends and developments in the family office community, announced today winners of […]
Jan
Top 40 Wealth Management Companies Bank of America continues its long run as the largest provider of wealth management services to wealthy individuals-but Morgan Stanley is narrowing the gap between No. 1 and No. 2. BofA, including its Merrill Lynch and U.S. Trust wealth management units, has held the top spot in our Top 40 […]
Jan
Top Independent Financial Advisors Once a pebble in the U.S. wealth management landscape, registered investment advisor, or RIA, firms will soon account for 30% of all retail investment assets, according to Mark Tibergien, CEO of Pershing Advisor Solutions. Recent figures from Cerulli Associates have RIAs managing about $4 trillion of client assets, compared with about […]
Jan
RIA Survey & Ranking 2018 Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement […]
Jan
Speaking Topic:
Family Wealth: The Value of Family Governance
The definition of family wealth extends beyond the monetary assets a family has generated. Understanding the components of family wealth and the structure needed to support and develop it is essential. Learning the who, what, why of family governance will provide families a framework for building and sustaining generational success.
Jan
Firms Reassess Involvement in Gun Industry in Wake of Florida Shooting Investing giant Blackstone Group LP asked outside fund managers over the weekend to detail their ownership in companies that make or sell guns, according to people familiar with the matter. The urgent request-Blackstone gave the managers about a day to answer-reflects the snowballing pressure […]