10/16/2018
Why Credit Suisse Was Ordered to Pay Ex-Broker Almost $1 Million
Those advisors claim Credit Suisse withheld money owed to them, reports InvestmentNews.
Wealth and Asset Management
10/15/2018
Family offices are in a talent grab for young impact investors
Family offices with a social impact mission have become magnets for young investment talent
10/15/2018
JPMorgan reports rise in Q3 wealth income
The division’s net revenue for the quarter ended 30 September 2018 was $3.56bn, up 3% from $3.47bn in the corresponding quarter last year.
10/14/2018
PBI Global Awards winners announced
BNP Paribas made a string of major new hires in its North Asia division this year.
10/12/2018
Rockefeller Capital Management Acquires Greer Anderson Capital
The most recent development for the firm as it continues to grow in all areas of its business.
10/12/2018
Two UBS Private Wealth Advisors Named to Forbes' 2018 Industry Lists
Terry Cook named #1 in Washington on Forbes List of 2018's Best-In-State Wealth Advisors; Kyle Caouette named to Forbes List of 2018's Top Next-Generation Wealth Advisors
10/12/2018
Senior “Team Bermuda” heads for Miami business forum
Bacardi and the Bermuda Tourism Authority are partnering with the BDA on a networking reception that concludes the event.
10/12/2018
Citigroup beats forecasts with 12% income jump
Revenues were largely unchanged from the prior-year period
10/11/2018
The Hill Investment Group Joins William Blair’s Private Wealth Management Team
Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.
10/11/2018
Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor
Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar
10/10/2018
UBS Advisor Roger Vierra Named to The Financial Times 401 Top Retirement Advisors
The Swett Wealth Management Group is proud and honored to have a partnership with Roger and his team
10/10/2018
SSGA tells big business to standardise ESG data
To help advance a dialogue about ESG, State Street’s CAR team developed an online values discovery questionnaire intended to measure an individual investor’s level of interest
10/10/2018
EP Wealth Advisors Acquires Rampart Wealth Advisors
Acquisition of $118M AUM wealth management firm expands EP Wealth’s presence in Denver
10/09/2018
Three Critical Mistakes Many Of The Super-Rich Make In Establishing Single-Family Offices
The growth is a likely function of the rise in the ranks of the super-rich (net worth = $500 million or more).
10/09/2018
Jeffrey Fratarcangeli Recognized By Forbes And Barron's Among Top Financial Advisors In U.S.
Fratarcangeli also has been included in Barron's list of top financial advisors five times, and in 2017, Fratarcangeli was named among Financial Times' Top 400 Advisors3.
10/09/2018
Bank of America and Merrill Lynch Move Closer to Banking-Wealth Management Synergy for Clients
The app now also lets clients log in using biometric authentication, such as fingerprints and facial identification, according to the press release.
10/05/2018
Merger creates $2.8 Billion advice firm
The firm, founded in 2011, has grown organically already by 52%, according to the press release.
10/05/2018
Atria Wealth Solutions closes acquisition
Atria will acquire 100% of Cadaret, Grant and 100% of Cadaret, Grant’s sister companies, Cadaret Grant Agency Inc. and Capital Strategy Group Ltd.
10/03/2018
Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
Kore Alliance Announces Kore Venture Program to Prepare Next Generation of Ultra-High Net Worth Inheritors
When family wealth is passed on without the values and wisdom to properly steward it, it can be deeply destructive for everyone involved.