11/23/2016
The Amgen Inc. Stake Increased By Boston Private Wealth LLC
A number of other hedge funds have also recently bought and sold shares of the company.
Wealth and Asset Management
11/22/2016
Eagle Gates Group wins accolades at the Chicago Wealth Management Awards
The Best International Wealth Management Provider award was open to banks and wealth management boutiques providing wealth management services to clients.
11/18/2016
North Star Asset Management Inc. raises stake in Sei Investments Co.
Several other hedge funds have also modified their holdings of the company.
11/17/2016
LPL Welcomes Back $245M Team, 6 Advisors
Meanwhile, Korean-American bank in Los Angeles affiliates with Cetera BD
11/17/2016
UBS's head of U.S. wealth management bullish about growth
The cuts are part of a broader effort to boost lagging revenue.
11/17/2016
UBS Investor Watch Report Shows 9% Increase in HNW Investor Confidence vs. Pre-Election Sentiment
This rise is driven by a sharp increase in optimism among Trump supporters that outweighed a decline among Clinton supporters.
11/17/2016
Morgan Stanley Global Stock Plan Services to Partner with Solium Capital; Shareworks Platform Will Provide Leading Technology for Stock Plan Clients
Solium Capital Inc. provides cloud-enabled services for global equity administration, financial reporting and compliance.
11/16/2016
Meristem Family Wealth Accepts Capital Investment by Richard Schulze-Led Investor Group
Best Buy founder part of team providing growth capital to help fuel Meristem market expansion, investments in client-focused resources
11/16/2016
RBC Global Asset Management survey reveals opportunities and obstacles in ESG investing
The survey reveals lingering uncertainty over responsible investing's ability to drive financial performance and mitigate portfolio risk.
11/15/2016
Julius Baer sees higher investment flows into developed markets on Trump
He expected the move into equities to continue in the near term, along with increased inflows into developed markets.
11/14/2016
Transfer pricing for the family office - Deloitte
What are the benefits of a transfer pricing analysis?
11/11/2016
Built with Purpose - Bank of the West Wealth Management Group Focuses on Helping Clients Find a Purpose in their Philanthropy
Bank of the West educates and empowers investors to think strategically and holistically about philanthropic goals and identify ways to deploy capital to meet those goals
11/10/2016
WealthManagement.com recognizes Laserfiche in 2016 Industry Award
It also noted that collaboration tools that facilitate team communication on processes through an integrated social community platform.
11/10/2016
Citi and Deutsche Bank join Neptune
The Neptune network provides a venue for dealers to share information with investors on the bonds that they are looking to buy and sell, making it easier for investors to execute bond transactions.
11/09/2016
Chubb's New Suite of Liability Coverages Helps Protect Family Offices in Canada
They are charged with adhering to a high level of fiduciary care in managing their high-net-worth clients' wealth and assets.
11/09/2016
Masters of Wall Street turn timid on betting winner of US elections after Brexit fiasco
Burned by a wrong-way bet on Brexit, investors hedge their punts on Clinton versus Trump
11/09/2016
Daniel J. Warren Named 2016 Five Star Wealth Manager by Five Star Professional and Los Angeles Magazine
The Five Star Wealth Manager award is given to an elite group of wealth managers in Los Angeles.
11/08/2016
Firms Increasingly Worried About DOL Fiduciary Rule
LPL had already standardized commissions on variable annuities and alternative investment products
11/07/2016
BNY Mellon Wealth Management named 2017 Best Private Bank for New Customer Segments
The New Customer Segments Award evaluates how private banks are uniquely addressing the needs of customers that historically have been underserved, such as minorities, women, and other segments, according to Global Finance.
11/04/2016
UBS Said to Be Among Banks Weighing Argentina Wealth Management
UBS and Julius Baer, both based in Zurich, might acquire local brokerages as a way to speed up the licensing process