02/14/2018
RIA snaps up Millie Capital Management
“Ross’s fiduciary mindset and his commitment to mitigating risk while promoting client success complements our approach to doing business.”
02/13/2018
She further argues that Laver and other litigants in the class-action suit who didn't take the offer to join Wells Fargo aren't owed anything because of the deals they reached with other firms.
02/13/2018
There are many ways to potentially source high-net-worth clients.
02/13/2018
The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually.
02/13/2018
The PAM Awards are a much sought-after industry accolade, and Dynasty has now won seven PAM Awards since 2012.
02/13/2018
This addition supports the firm's objective of growing assets under management and administration, to enhance the long-term stability of its earnings potential.
02/12/2018
Everplans’ primary business is now wealth managers who offer the platform to their clients, and the company already works with more than 50 advice firms, WealthManagement.com writes.
02/12/2018
The judges consisted of an independent panel of industry experts, who evaluated a mixture of qualitative and quantitative performance indicators to select the winners.
02/12/2018
Mr. Hunt, who has been with Morgan Stanley Wealth Management since 2001, is a native of Chattanooga. He holds a bachelor’s degree from University of Louisiana Monroe.
02/12/2018
Scotiabank said it would pay for the 63-year-old, Montreal-based management firm “primarily” by issuing common shares
02/11/2018
The company is currently administers for more than $3.3 billion worth of client trust assets across 300 trusts and 120 families worldwide.
02/11/2018
And it’s not the growth cap put on Wells Fargo that will impact the company’s wealth management unit, bank analyst Richard Bove of Vertical Group tells the publication.
02/11/2018
The rise of managed investment accounts in the wealth management industry
02/11/2018
Simple portfolios consistently outperform, especially after all fees and realistic return and risk calculations.
02/11/2018
President of asset management arm acknowledges daunting task of regaining client trust
02/09/2018
The new office in La Jolla will serve individuals and multigenerational families "who aspire to make an impact with their wealth," Ascent said.
02/07/2018
For most affluent families, Desjardins finds that primary residences and vehicles are the most "massive" components of wealth at the beginning stages.
02/07/2018
Marks MAI’s first acquisition of 2018 and expands its presence in Greater Cleveland
02/05/2018
Bank’s chief executive-to-be says activities will move to front office
01/31/2018
: “We are pleased to be acquiring Reliance which will highly complement our existing business for the benefit of all clients. The combination will form the undisputed leading independent wealth manager in Brazil and demonstrates our long-term commit