06/07/2019
“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”
06/07/2019
“The reason a smaller firm can compete so well in the wealth management space now is that you don’t have to vertically integrate and build all of your digital,” he said, according to the news service.
06/07/2019
The service lets clients first select their goals (whether it be sending their children to university or saving for retirement), and then provides them with the probability of achieving each goal, as well as suggestions on how to increase the probability
06/07/2019
Thomas Vilardo and his associates will continue to operate from their current location
06/06/2019
If the units were combined, the home would have 12 bedrooms and more than 17,000 square feet of space
06/06/2019
The partners of AUTUS have built a pre-eminent wealth management firm that provides their clients with the highest levels of personalized advice and service,” said Karl Heckenberg, CEO of Emigrant Partners.
06/06/2019
Excluding significant items, fourth quarter earnings per common share of $0.12 (1)
06/06/2019
Donor-advised funds attracted $29.23 billion
06/05/2019
“This bridge from advisory platforms to insurance carriers supports the entire advice lifecycle from accumulation to decumulation,” MacKinnon says.
06/05/2019
"Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services," he add
06/04/2019
This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.
06/04/2019
The four advisers are setting up two separate RIAs
06/04/2019
As traditional luxury items have become more accessible to the mass market, Insignia clients – especially in the US – increasingly pursue “experiential luxury.”
06/04/2019
Pineno Levin & Ford Asset Management Inc. lifted its stake in shares of U.S. Bancorp by 3.6% in the 4th quarter.
06/03/2019
The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of Merrill Lynch
05/31/2019
People fail to understand that China is actually an emigration-friendly nation and about half of high-net-worth individuals in the country want to leave,” says Andrew Henderson of Nomad Capitalist
05/31/2019
Hundreds of standout industry professional attended the event to recognise their peers and celebrate their achievements over the past 12 months.
05/29/2019
Through this transaction, TMD and One Charles will integrate their collective resources and expertise to enhance the service offerings to their clients.
05/29/2019
Jeff Bezos, who will remain the richest individual in the world even after the divorce, has not signed on to the Giving Pledge to date.
05/29/2019
The company is in conversations with over 45 firms and is seeking to have 200 partnerships by year-end, said Vinicius Geromel, a portfolio manager at the firm who is leading the effort.