08/21/2019
Compared to last quarter, net income was up $33 million with higher earnings in Personal & Commercial Banking, Wealth Management and Insurance, largely offset by lower earnings in Capital Markets and Investor & Treasury Services.
08/20/2019
Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.
08/20/2019
Of the more than 600 respondents, 121 were emerging HNWI from the UK; 197, HNWI (UK); 87, emerging HNWI (US); and 227, HNWI (US).
08/20/2019
Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.
08/20/2019
RIA chooses Bluespring Wealth Partners as succession partner
08/19/2019
The companies on this year's Inc. 5000 have followed so many different paths to success
08/19/2019
In addition to investment management, some Family Offices provide personal services such as managing household staff and making travel arrangements.
08/15/2019
The broker-dealer network is adding both new and experienced advisers
08/15/2019
Vendors are selected for inclusion in the program based in part on the interest of LPL-affiliated advisors as well as technology security and compliance requirements.
08/14/2019
David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli
08/14/2019
The Wealth & Money Management Awards are determined by a rigorous and objective vetting process that measures the team's expertise within the wealth management industry, dedication to customer service and commitment to excellence within their com
08/14/2019
Of the firm’s current formal offers, $128 million consisted of unfunded commitments to prospective hires who had accepted positions with Raymond James.
08/14/2019
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data that weighs factors like in-person interviews, industry experience, compliance records, revenue produced and assets under managem
08/13/2019
Recognition of an exceptional career in Financial Services
08/12/2019
The move represents a strategic shift in the broker market where private aviation users, the consumer side of the market, demand more of those who help them acquire and sell their aviation fleets.
08/09/2019
Tax-wise, the most significant benefits available to investors are the 1031 exchange and 721 exchange.
08/09/2019
Fakoury named his Camden, S.C. firm Lumen to represent his approach to planning support by shining a light on clients’ finances through education and earnest wealth management.
08/08/2019
Parsons had reached a point where they realized they would need to either run their investment business through their own RIA, become a hybrid or join a team like Carson.
08/08/2019
The expansion leverages Funds Services technology adopted through Intertrust's recent acquisition of Viteos, as well as new proprietary software developed in-house, providing clear, user-friendly, and secure access to global entity management.
08/08/2019
These revenues typically consist of fixed fees for investment advice, tax fees and family office type services, primarily for high and ultra-high net worth clients. In excess of 95% of total revenues were fee-based and recurring.