04/27/2018
A significant amount of what we're working on as well relates to leverage exposure and bringing down the balance sheet, more than it does to dramatic restructuring actions.
04/26/2018
Results in the quarter were also helped by strong investment banking revenues and the effects of higher short-term interest rates.
04/26/2018
Bank of the West, part of the BNP Paribas Group, opens Midtown Manhattan location to serve high-net-worth clients in New York City and the surrounding region, with an emphasis on expatriates
04/26/2018
Following the acquisition, Vistra will have a global IES team of 1,300 employees and a support network of over 3,300 staff, operating in over 70 offices and 40 jurisdictions.
04/26/2018
Assets under management increased 17 percent to $251.7 billion, driven by net inflows across global and emerging markets equities and fixed income.
04/25/2018
The team’s website lists Lee as a managing director and Caitlin Sieg, an assistant vice president, as the only other member with a corporate title.
04/25/2018
The team’s clients include early stage investors and ultrahigh-net-worth individuals.
04/25/2018
The pair oversaw almost $1 billion, said two people familiar with their practice, which services business owners, endowments and foundations, families, nonprofits and retirees.
04/25/2018
Celent is a global research and advisory firm for the financial services industry.
04/24/2018
“We look forward to welcoming the team to the D.A. Davidson family and supporting our continued growth strategy in Colorado and beyond.”
04/23/2018
Number of local family offices has grown significantly in past 15 years
04/23/2018
Returns from private-equity funds have been flat in recent years, according to a 2016 report by the Washington-based Center for Economic and Policy Research titled "Are Lower Private Equity Returns the New Normal?"
04/23/2018
The wirehouse is sticking to its strategy of recruiting less and paying existing brokers more
04/20/2018
Atria’s acquisition of Cadaret, Grant will build upon the firm’s three decades of industry leadership, expertise and service to deliver one of the most competitive and powerful offerings in the independent wealth management industry.
04/19/2018
HighTower Enters Texas Market, Adds $4.5* Billion in Client Assets and Trust Capabilities
04/19/2018
Wirehouse Wells Fargo has lost two financial advisors in Wisconsin and a senior trust team manager of its private bank unit in California.
04/19/2018
North Carolina firm ranks among best financial managers in the state and across the U.S.
04/18/2018
Mellon reportedly was attending a rehabilitation center in Mexico to deal with an admitted opioid dependency
04/18/2018
In an interview with Financial Advisor on Tuesday afternoon in New York, Weissbluth said that Salient was attractive to HighTower for a number of reasons.
04/18/2018
UBS Advice Advantage, built in collaboration with tech developer SigFig over a roughly 18-month period, has a minimum investment of $10,000 and an advisory fee of 75 basis points.