04/20/2018
Atria’s acquisition of Cadaret, Grant will build upon the firm’s three decades of industry leadership, expertise and service to deliver one of the most competitive and powerful offerings in the independent wealth management industry.
04/19/2018
HighTower Enters Texas Market, Adds $4.5* Billion in Client Assets and Trust Capabilities
04/19/2018
Wirehouse Wells Fargo has lost two financial advisors in Wisconsin and a senior trust team manager of its private bank unit in California.
04/19/2018
North Carolina firm ranks among best financial managers in the state and across the U.S.
04/18/2018
Mellon reportedly was attending a rehabilitation center in Mexico to deal with an admitted opioid dependency
04/18/2018
In an interview with Financial Advisor on Tuesday afternoon in New York, Weissbluth said that Salient was attractive to HighTower for a number of reasons.
04/18/2018
UBS Advice Advantage, built in collaboration with tech developer SigFig over a roughly 18-month period, has a minimum investment of $10,000 and an advisory fee of 75 basis points.
04/18/2018
Strengthens BlackRock's credit platform to provide more diverse range of solutions for clients
04/18/2018
Morgan Stanley’s wealth management division had a record quarter for pre-tax profits, although advisor headcount declined slightly.
04/17/2018
The executive realignment will provide greater focus to each of the two groups, a PNC spokeswoman said.
04/16/2018
The broad outlines of their twin careers are by now well-known.
04/16/2018
Assets under management totalled $1.08 trillion at the end of March 2018, versus $946.778bn a year ago.
04/16/2018
Merrill Lynch's advisor headcount, at 14,829, was up 2% from the year-ago period but down 1% from the prior quarter. The company said the slight quarter-to-quarter decline was due to seasonal trends, which led to fewer hires into its training program
04/16/2018
The Chicago firm wants to bring private investment opportunities in the multifamily market to its wealth management clients.
04/15/2018
By 2020, the aggregated net worth of global millennials is estimated to hit between $19tr and $24tr
04/15/2018
The SEC investigation has touched on three California real-estate deals and a loan to fashion company BCBG Max Azria
04/13/2018
In March, Rockefeller & Co. transformed into Rockefeller Capital Management following a transaction led by former Morgan Stanley wealth management chief Greg Fleming, with financing from hedge fund Viking Global Investors.
04/13/2018
The Directs & Co-Investments Group will advise and assist PFG clients in the structuring and placement of private direct investments into the institutional investor market.
04/12/2018
Ms. Mejia is also a member of Trusts & Estates magazine’s Family Business Committee.
04/12/2018
In light of recent stock market volatility, meanwhile, 77% of respondents say they’re turning to alternative investments, 55% say they’re favoring index funds and 45% favor emerging market equities, according to the survey.