04/03/2017
Citigroup’s drop in branch rankings highlights move upmarket
Lender falls out of the top 15 banks by branches in the US as it chases wealthy
Wealth and Asset Management
04/03/2017
Morgan Stanley Wealth Unit’s Bank Gains 80K Clients
The program will be expanded to include typical retail bank features such as a debit card with access to an ATM, direct deposit, check writing, and online bill payment, with the debit card issued by UMB Bank.
03/31/2017
Philanthropists Are Pre-Qualified HNW Prospects
An alternate way of determining a person’s relative wealth is by examining the amount of money they donate to charity.
03/31/2017
Real Estate Investment from High Net Worth Individuals on the Rise in U.S.
Multifamily is Most Attractive Property Investment Type
03/31/2017
Merrill Lynch launches case against ex-Miami team members
The two flagged their intention to leave with client details and envoke the protocol when resigning from Merrill.
03/30/2017
Canadian Western CEO Sees M&A `Sweet Spot' for Wealth Management
It bought a franchise-financing business from General Electric Co. and a commercial lender, since renamed CWB Maxium Financial.
03/30/2017
UBS Asset `Doubling Down' on China's $8 Trillion Bond Market
Briscoe said that the inclusions are the “warning shot across the bow for everybody to get ready.”
03/30/2017
HSBC Global Asset Management Reopens Award-Winning Frontier Markets Fund to New Investors
Stock selection is driven by rigorous fundamental research that integrates Environment, Social, Governance factors.
03/29/2017
Richter Family Office expansion includes new Toronto office
Aging patriarchs and matriarchs want to ensure their wealth is protected and the in-coming generation of leaders is able to carry on their legacy.
03/29/2017
Asset Risk Consultants fill a void in Canada with new private client indices
There are a lot of data providers that compare fund managers and provide peer group analysis.
03/29/2017
Bond king Bill Gross agrees to settlement in lawsuit against Pimco, ending nasty dispute
Gross had sought damages of more than $200 million.
03/29/2017
BlackRock cuts managers and fees in active equity overhaul
The firm said the plan would save investors around $30 million per annum in lower fees.
03/29/2017
United Capital’s FinLife Partners Launch Exceeds Billion Dollar Target
Technology that enables human advice
03/29/2017
Wealth Management in 2017: Oh, the Humanity!
At the 2017 CFA Institute Wealth Management Conference, speakers explored different aspects of the adviser’s role and the ways that a human perspective can be applied to deliver value to clients.
03/28/2017
HighTower Concludes Dynamic First Quarter with Addition of 5th New Team
HighTower attracts exceptional financial advisors from every segment of the industry.
03/28/2017
Wilde Wealth Management Group Recognized For America's Top 1200 Financial Advisors 2017
Wilde Wealth Management Group has moved up six spots from last year's publication and is currently ranked number 12 in Arizona.
03/28/2017
CreditEase Wealth Management Announces New Investments in the US Marketplace Lending Platforms
The first Chinese offshore fund to invest in loans issued by western platforms.
03/28/2017
Paul Pagnato Shares Best Advisory Practices At Top Advisor Summit
Forbes and SHOOK Research Invite Paul Pagnato To Speak At 2017 Top Advisor Summit
03/27/2017
Judith McGee Ranked No. 1 in Oregon and Selected as One of Barron's 2017 Top Financial Advisers in the Country
Regulatory records are examined and extensive questionnaires are filled out by the advisors themselves.
03/27/2017
HNA Group Has Ambitions for an Asset Management Empire
HNA Capital is paying US$ 446 million for the stake in the asset management unit.