06/06/2018
Citi scrutinized the investment accounts of thousands of its super-rich clients
According to Bailin, clients who had followed Citi's global asset allocation recommendations outperformed those who did not by up to 200-300 basis points per year for between one and three years.
06/06/2018
Is diversity the key to the succession plan challenge?
This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.
06/06/2018
These donors have now contributed over $60 Million to their Canada Gives' foundations and disbursed $25 Million to charities.
06/05/2018
A Look At Changes In Wealth Management Revenues For The Industry's Largest Players
We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world
06/05/2018
The increase in operating expenses from the addition of new wealth advisors, coupled with the ongoing trend of a shift towards a fixed-rate fee structure for client accounts, will lead to profit margins stagnating in the future
06/05/2018
RFG Advisory has 38 advisers in four states
06/05/2018
Addition of San Diego-based firm brings EP's AUM to $3.6 billion
06/05/2018
Last year EP became part of Wealth Partners Capital Group, a holding company intent on consolidating small and mid-sized advisory firms around the country.
06/01/2018
Rubenstein hired a former money manager at MSD Partners, Brian Frank, to run Declaration Partners, Bloomberg writes.
06/01/2018
Fiera Capital acquires HNW and institutional investment firm
The transaction is expected to be modestly accretive (low to mid-single digit) to adjusted EPS within the first full year post closing.
06/01/2018
Triad announced Pinnacle’s move on May 31, and the hybrid RIA’s exit from LPL marks at least the sixth such practice to leave after the No. 1 IBD unveiled changes to its policies.
05/31/2018
The wirehouse’s new payout plan links payout not just to an advisor’s revenue but to asset and liability growth, the number of new clients an advisor brings on, and referrals to other units of Bank of America, Merrill Lynch’s parent comp
05/30/2018
Asset Manager Celebrated for Its Excellence in the US, Canadian and Latin American Institutional Derivatives Markets
05/29/2018
Wealth manager files for IPO to raise $100m
“We recognise that being a public company comes with responsibility that goes beyond just the legal standards. We intend to manage Focus with a high level of transparency and continue to invest carefully and manage the business with a long-term pers
05/28/2018
This $4.5M advisor courts UHNW clients on three continents
He first joined partners Daniele Conci and Edouard Crepy at BNP Paribas in Miami before moving the team to Morgan Stanley in 2011.
05/27/2018
Swiss banks ‘best placed’ in industry ripe for consolidation, JPMorgan says
05/25/2018
The group’s CET1 ratio was 10.9% as at 30 April 2018, while leverage ratio was 4.3%.
05/25/2018
The former White House staffer who became a leveraged-buyout legend will directly oversee Declaration Capital.
05/23/2018
Wirehouse creates two new training programs and brings in a firm to help it find ethnically diverse candidates
05/23/2018
Canaccord Genuity opens new wealth management office
This development supports the Company's objective of selectively recruiting top industry talent in pursuit of growing its assets under management and administration and operating the premiere independent wealth management business in Canada.