Since the official end of the Great Recession in mid-2009, investors, businesses and policymakers have been looking for a corresponding “Great Surge” in the U.S. economy. It has not yet materialized. Because of the unique nature of this cycle, driven by a credit overhang that needs years to burn off, the economic recovery and expansion over the last 4 1/2 years have been stubbornly slow....

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.       Before you can...

Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.    Before you can begin to...

We are pleased to share that AtlanticTrust reached a record $25.4 billion in assets under management (AUM) at July 31, 2014, an increase of $1 billion from the previous fiscal quarter, reflecting market returns and strong client inflows.   The net inflows reflect a healthy blend of approximately 40% net client additions and 60% new client relationships, typically referrals from current...

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