08/13/2018
Somesville auctioneer Jerry Miller, who has been selected by the executors of the Rockefeller estate to conduct next week’s auction, said it will feature items from Ringing Point, the Rockefellers’ home in Seal Harbor.
08/13/2018
The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.
08/09/2018
The firm received the green light from Brazil’s market authority about a month ago, according to regulatory records.
08/09/2018
It specifically requires an ability to marry the investment world with the tax ecosystem in a quest to maximize after-tax returns and make investing in such strategies a worthwhile endeavor.
08/08/2018
Patrick Campion tells the paper he was given a green light by Deutsche’s new group chief executive Christian Sewing to “grow, grow, grow.”
08/08/2018
The bank’s wealth management group then meets with clients monthly or semi-annually for reviews, and welcomes additional interaction as well, seeing it as an “opportunity,” Jervis tells the publication.
08/08/2018
As we all live longer, families are being challenged to adjust their plans to keep pace,” commented Thomas R. Livergood, Family Wealth Alliance Founder and Chief Executive Officer.
08/08/2018
He had been at the helm of Ascent Private Capital Management, U.S. Bank’s ultrahigh-net-worth business, since 2010 when he was hired to launch the unit.
08/08/2018
The new Ohio locations are the latest examples of SunTrust Private Wealth Management expanding into new markets.
08/07/2018
The growth push involves hiring advisors and deepening penetration in Texas, Florida and California.
08/07/2018
Just to be clear, this is not a sudden or abrupt shift in our thinking.
08/06/2018
Move comes after its inclusion in Federal Reserve watchlist of ‘troubled’ banks
08/06/2018
This expanded relationship with one of the largest wealth managers in the world highlights the continued growth of FactSet's Wealth Management business and reaffirms FactSet's strategy of delivering enterprise solutions across the entire wealth
08/02/2018
It is also understood that the firm is in the process of appointing a boss to oversee the unit.
08/02/2018
Cash and cash equivalents balance of $739.3 million, a decrease of $123.5 million from $862.8 million
08/01/2018
Attendees at Next Gen functions hosted by the likes of UBS, Citi Private Bank, and Credit Suisse will one day rank among the world’s most sought-after clients.
07/31/2018
The Journal also reports that investigations by the Justice Department and SEC were triggered by a letter sent last September from four Wells Fargo financial advisors in Arizona
07/31/2018
New compensation system for financial advisers aims to look at a customer’s assets held elsewhere
07/31/2018
Wyeth Private Wealth focuses on clients’ retirement planning.
07/31/2018
Rigorous Filtering Leads to Enhanced ESG Strategies