FamilyWealthReport.com
FamilyWealthReport.com

• Wealth Management Group boosts planning services
  NJ firm adds tax-prep and document review to investment, planning services
• Boston Private enters Philadelphia wealth market
  WM holding company adds Main Line firm Davidson to its roster of affiliates
• Managed acct. assets hit $1.5 billion in Q3 2007
  Assets in "managed account solutions" rise by 19.7 % between June and Oct.
• Trusco looks for pick-up in advisor distribution
  Fund company hires ex-AIM marketer to lead newly expanded sales initiative
• Analytics: The end of a tough year is drawing nigh
  The year was looking just great until November struck and rolled gains back
• PNC makes Coates its second acquisition in a month
  Deal augments PFPC's information services to money managers and brokerages
• Load-carry funds open investors to timing errors
  Study sponsored by Zero Alpha Group points to significant underperformance
• VisionQuest WM expands role as business advisory
  Wealth manager remains close to clients as an advisor to their businesses
• HNW individuals are keen on "making a difference"
  Wells Fargo Wealth Lifecycle report says affluent are looking for balance
• EFG buys its third alternatives manager in a year
  Swiss bank to acquire hedge-fund manager Marble Bar Asset Management
• SEI launches new proposal system for independents
  New system is meant to help advisors whose clients have complex portfolios
• Trust companies attempt to retrieve lost territory
  A Celent report highlights technological innovations at forefront of trend
• BoA releases study of donor archetypes among HNWs
  Center on Philanthropy delineates 12 categories from open-handed to stingy
• Viewpoint: Setting the scene for 2008 fundamentals
  It looks as though long-term interest rates are at unsustainably low levels
• Concord completes overlay-technology installation
  Investment-platform seller puts last touches on integration with Smartleaf
• U.K. wealth firm adds financial planning to roster
  Highgrove Capital hires ex-HSBC advisor to spearhead new brokerage division
• Bremer hires new head of wealth-planning services
  Community bank brings in veteran wealth manager to replace William Ringham
• Advisors need to be patient with the newly wealthy
  Those who come into their wealth suddenly are sometimes beset by anxieties
• National Financial Partners taps new brokerage boss
  Young comes to firm aggregator NFP from NY Life's BD and investment units
• Wealth firms are still hiring despite market woes
  Buy-side players gearing up for opportunities with boomers, global markets