05/22/2015
Santander expands wealth management services
The service is geared to customers with about $250,000 of deposits and investments.
Wealth and Asset Management
05/22/2015
How Firms Are Attracting Millennial Advisors
Despite all the talk about the aging financial advisor force, the industry still has a problem attracting and retaining young talent.
05/22/2015
Swiss banks in U.S. criminal probe face longer wait - U.S. ambassador
The largest bank in that group was Credit Suisse
05/22/2015
Is Canada the New Switzerland? Safe reputation abroad seen driving Toronto’s condo boom
Canada’s reputation as a safe country to live and bank is luring buyers from abroad and driving the housing boom in Toronto.
05/22/2015
Compass Wealth Services adviser selected for Raymond James program
The institute was developed to help financial advisers in their consulting practices through educational programs
05/21/2015
Raymond James in sweet spot as big banks shrink
That leaves regional banks from $20 billion to $50 billion in assets in a sweet spot
05/21/2015
The Value Of Wealthy Clients For Professionals
When it comes to the wealthy, the math on the asset side of the profit and loss statement is pretty simple.
05/21/2015
Wealth Adviser: Confronting Conflicts Among Broker Teams
Financial advisers and investors now can compare how their net worth and investment styles compare to that of President Obama and his wife.
05/20/2015
The Fuoco Group Announces Partnership with Hewins Financial Advisors
TFG's continued growth has also been aided by several mergers and acquisitions
05/20/2015
Why Cantor's Wealth Division Is Faltering
It's a really formidable challenge for firms to get into the high-end wealth management market and leverage off their name without a solid strategy," says Brian Hughes, president of Philadelphia consulting firm Hughes Growth Strategies.
05/20/2015
Northern Trust to Provide Global Custody for the University System of Maryland Foundation
Northern Trust will provide other services including pooled accounting, endowment reporting and investment performance services.
05/19/2015
LPL Financial Expands HNW Push
LPL says it has $27 billion in advisory and brokerage assets in accounts of $5 million or more
05/19/2015
Tiger 21 Creates Holding Company
Tiger 21 started in New York City in 1999 and now has organizations in 18 cities in North America
05/19/2015
Lovell Minnick completes Mercer sale
Lovell Minnick Partners has completed the sale of its portfolio company
05/19/2015
Highly Profitable Practices For Accounting Firms
Wealth management is a practice area some accounting firms have done very well with
05/19/2015
RIA Acquirer Focus Financial Starts Share-Buyback Plan
When the offering is completed next month, Focus expects to have returned almost $300 million to its network shareholders since 2013.
05/18/2015
Brown Brothers Harriman is shaking up its private-banking business
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
Attrition and breakaways have shrunk head counts at wirehouses
Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace
05/18/2015
Obama could be worth as much as $6.9 million
Obama proposed eliminating those college savings accounts — known as 529 plans
05/18/2015
How To Keep Your Finger On Pulse Of World Events To Manage Risk
After nearly 28 years advising clients, Mulvihill has found that they often express curiosity about how global events might impact their investment portfolio.