12/12/2018
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
12/12/2018
Epperson has been in the wealth management industry since 1998 and also spent a decade at UBS, as a managing director and private wealth advisor, Rockefeller says.
12/12/2018
Survey shows firm revenue grew by average 6.3 percent in first nine months of 2018
12/12/2018
Initiative to Include Women & Wealth Program to Foster Financial Empowerment
12/12/2018
Jane Fraser says bank plans to boost investments in Mexico
12/12/2018
It is understood their hire is set to boost the roughly 20-person team at Credit Suisse's Geneva desk covering the Southern Cone by 15% to 20%, a person with knowledge of the matter said.
12/11/2018
Ideas from the CIO at Canaccord Genuity Wealth Management
12/11/2018
U.S. Law Firm Industry is Seeing Strongest Growth in Almost a Decade
12/11/2018
While the sudden acquisition of wealth can be exciting, it is important to remain calm and think about how a windfall will influence your financial goals.
12/11/2018
As one of the 20 prestigious winners, Sabrina was chosen from more than several hundred nominations for her leadership, contributions and impact in the financial advice industry.
12/09/2018
The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.
12/09/2018
Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients
12/09/2018
Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.
12/07/2018
Citi Private Bank releases its key market views and investment themes for 2019 and beyond
12/07/2018
“UBS, for now, has backed away from an unpopular policy with its financial advisers,” the publication writes.
12/06/2018
The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.
12/06/2018
This investment will serve to strengthen Canaccord Genuity's distribution channel for new issues and other product offerings within its key verticals in capital markets and wealth management.
12/06/2018
Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling, Leading Individual Service Provider and Top Women in Weal
12/06/2018
Geoff Sargeant and Mark Rabinovich join from Neuberger Berman; further expansion anticipated
12/06/2018
The office represents Janney’s fourth branch office in the state and the seventh new location opened by the firm in 2018.