04/19/2017
Marilyn Suey Launches New Firm, The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors teams up with The Financial Services Network to expand their footprint in Northern California
Wealth and Asset Management
04/19/2017
Bank of America's wealth revenue rises on assets under management, fees
The unit's pretax profit margin, a key metric that can show growth across business segments, rose to 27 percent from 26 percent a year earlier.
04/19/2017
Pinnacle Wealth Brokers Selects Univeris' Exempt Market Platform as FinTech Partner
Pinnacle Wealth Brokers, one of the largest exempt market dealers (EMD) in Canada, selects Univeris as its back-office business and compliance software provider
04/19/2017
Massey Quick and William E. Simon & Sons Announce Merger
Massey Quick Simon to offer expanded suite of services to high-net worth families, endowments, foundations and family offices.
04/19/2017
Morgan Stanley Posts Strong 1Q Profit, Helped by Trading
After Goldman Sachs reported a disappointing first-quarter profit on Tuesday, largely due to lackluster trading, there were concerns that Morgan Stanley might be in a similar position.
04/19/2017
BMO Global Asset Management Launches Second Season of Advisor Podcast Series
There is a degree of uncertainty facing the financial markets and advisors' practices this year.
04/17/2017
Maniford Wins Best Asset Management Firm Award at the Chicago Wealth Awards
This award comes hot on the heels after the recent launch of the critically acclaimed Maniford Integrated Commodity High Yield Fund
04/17/2017
Embrace Technology or Risk Losing Next Generation of Clients
Digital solutions can enhance advisory services for firms and clients
04/13/2017
Citi earnings beat, profit jumps 17%
Net Income of $4.1 Billion
04/13/2017
BNY Mellon Wealth Management CFO Named One of 25 Influential Black Women in Business for 2017
"We're delighted that The Network Journal has recognized Renee for the dedicated and exceptional professional that she is. She is truly deserving of this honor," Heberle said.
04/13/2017
St. James’s Place North American Life Fund wins Lipper Fund Award
Sub-advised by Aristotle Capital Management
04/12/2017
JPMorgan Delays Shifting Some Wealth Clients as U.S. Mulls Rules
But in a follow-up letter to clients this week, the New York-based bank said it’s holding off on the changes.
04/12/2017
New Wealth Management Firm GENCapital Opens in Atlanta
Our flexibility at GENCapital allows us to capitalize on our experience and better serve our clients.
04/12/2017
Four KC wealth management firms merge
Four Kansas City-area wealth management firms have joined into one, called Infinitas.
04/12/2017
New Wealth Management Firm GENCapital Opens in Atlanta
GENCapital was selected out of a field of competitors to assist in the management of the institution's assets.
04/12/2017
Ric Edelman Says The Future Is Coming Faster Than You Think
Advisors must fundamentally rethink their business over the next 10 years, or risk becoming extinct.
04/11/2017
UBS wants to be Wall Street's greenest bank
There is this misconception that there is a trade-off
04/11/2017
Bank of America’s Vision of Wealth Management
Bank of America attracted $18.9 billion in long-term flows, reflecting a shift from brokerage to asset management.
04/10/2017
HSBC Global Asset Management to Unite Emerging Markets Local Debt Fund with Emerging Markets Debt Fund
A combined and therefore broadened exposure to the hard and local currency debt segments brings clear diversification benefits since each has varying reactions to market impacts, different drivers of return, and can capture different phases in the economi
04/09/2017
The $10 Trillion Baby Boomer Problem That Could Sink Wall Street
The IRS requires that money held in tax-deferred accounts like these starts being withdrawn in the April following the year in which the account holder turns 70 1/2 years old.