04/25/2018
The pair oversaw almost $1 billion, said two people familiar with their practice, which services business owners, endowments and foundations, families, nonprofits and retirees.
04/25/2018
Celent is a global research and advisory firm for the financial services industry.
04/24/2018
“We look forward to welcoming the team to the D.A. Davidson family and supporting our continued growth strategy in Colorado and beyond.”
04/23/2018
Number of local family offices has grown significantly in past 15 years
04/23/2018
Returns from private-equity funds have been flat in recent years, according to a 2016 report by the Washington-based Center for Economic and Policy Research titled "Are Lower Private Equity Returns the New Normal?"
04/23/2018
The wirehouse is sticking to its strategy of recruiting less and paying existing brokers more
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.