06/23/2013

St James Place launches philanthropy service

The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost

06/20/2013

Can wealth managers escape the post-RDR margin squeeze?

With RDR putting further pressure on margins as the industry adapts to the end of trail commission, and regulatory costs only moving in one direction, prospects for the sector as a whole appear uncertain at best. Read more: http://www.investmentweek.co.u

06/18/2013

Multi-Family Office Launches

Helps closely-held business owners manage every aspect of family life as it relates to protecting and building their wealth.