04/16/2019
“We will pursue partnerships to engage the mass market,” Goldman Chief Executive David Solomon said on a conference call with analysts after the company reported first-quarter results that failed to meet analysts’ revenue expectations.
04/16/2019
Landmark Milestone Underscores Strength and Success of SEI's Global Wealth Management Solution
04/16/2019
Diversity is foundational not only to how we do business, but to how we invest, said Chief Investment Officer Bob Browne, CFA.
04/16/2019
By the end of this year, the company plans to have around 6,500 advisors globally
04/16/2019
One group serves as proprietary trading vehicles for the 63-year-old founder; the other holds outside capital as well a smaller portion of Paulson’s money.
04/15/2019
New Division Expands Sanctuary’s Range of Investment Services for Advisors, Their High-Net-Worth Clients, Institutions, and Foundations
04/12/2019
The technological advancements in Artificial Intelligence (AI) have enabled the platforms to provide services
04/12/2019
On the monetary policy front, the ECB has pumped trillions of euros into the economy over the past few years to boost inflation and promote growth.
04/12/2019
It will allow the bank to keep operating, but dividend payments, new investments, and new board appointments will be prohibited.
04/11/2019
Managing the wealth of HNW clients - those with greater than $5m in investable assets - is understandably appealing to advisory practices; however, many firms lack the resources or capabilities to serve the high end of the market effectively.
04/11/2019
Data integrity and well-documented processes also ease the transfer of a firm’s business to new owners and the onboarding of new users.
04/10/2019
The purchase of the Live Oak Bank unit “added to an existing service that we offer,” Brooks Campany, spokeswoman for Argent Financial Group, said Tuesday.
04/10/2019
thena Art Finance to be acquired by Soros-backed investment platform YieldStreet
04/09/2019
Wealth management is a very good business if you can get assets, and it seems like JP Morgan is waking up to the fact that it has a better opportunity in the area than it formerly realized.
04/09/2019
Women are half of the population, how come they don't invest like it?
04/09/2019
Our presence in Toronto will allow us to cater to increasing demand from a broad spectrum of Canadian institutions for private markets solutions.
04/09/2019
The company has named Todd Stevens as global head of the new unit and Dan Kaiser as regional head for the Americas, Deutsche Bank says.
04/08/2019
In particular, the firm is looking to expand in high-growth areas such as China, according to the annual report.
04/08/2019
Market-leading financial services firms set to create global specialist consultancy
04/08/2019
Lightyear Capital-Backed Wealth Management Firm's Third Acquisition in Greater Philadelphia Area Adds Significant Incremental Scale to Regional Footprint