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Wealth and Asset Management

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.

04/08/2017

Men Bet She Would Fail; Now She Runs a $26 Billion Fund

Dawn Fitzpatrick manages the billions in family wealth of the investor George Soros. But she takes over at an unsettled moment for global markets.

04/07/2017

JPMorgan Could Lose This 125-Year-Old Revenue Stream

JPMorgan’s leading deal role shows once again the value of relationships on Wall Street in this case, really old relationships.

04/07/2017

Millennials look to boost risk on investments, increase deal flow

Equally, one-third would increase their allocations to impact investments.

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