06/08/2016
This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,
06/08/2016
In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal
06/07/2016
Barclay has 17 years of experience in the industry, having started at UBS as a sales assistant in 1999, according to Merrill Lynch.
06/07/2016
The financial giant bought the local company for $275 million.
06/07/2016
Female professionals say the two biggest concerns that need to be addressed to accelerate the trend are an ability to balance the career with motherhood, and a larger number of women in leadership roles.
06/07/2016
The Lazard Multi Asset team was formed in 2007 and manages portfolios for clients across the globe
06/03/2016
Brazil will need to enact reforms to return the country to a sustainable path before losing the confidence of the markets.
06/03/2016
Over 20 awards were handed out throughout the evening, honouring a diverse array of wealth professionals.
06/02/2016
The CFA Institute’s newest FinTech Survey suggests many investment professionals may hesitate before adopting new technology.
06/02/2016
The relationship will involve Hartford Funds adopting 10 of Schroders’ existing US mutual funds, with potential for the partnership to expand over time.
06/02/2016
As firms demonstrate that they are acting in their clients' best interests, those with variable compensation structures will face challenges.
06/01/2016
The growth will come from new hires and an internal training program, Banks said. U.S.
06/01/2016
The country has been one of the fastest growing countries on the list, according to New World Wealth.
06/01/2016
GLWD's mission is to improve the health and well-being of men, women and children living with serious illnesses by alleviating hunger and malnutrition.
05/31/2016
Macri yesterday said the money was deposited in Merrill Lynch accounts in Switzerland and the US, but it was transferred to the Bahamas after Swiss private bank Julius Baer Group bought the Merrill Lynch overseas wealth management unit from Bank of Americ
05/31/2016
Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment
05/31/2016
Based in Reston, the two founding partners and their 20+ person team advise $2.5 billion in client assets.
05/30/2016
For new advisers trying to gain a foothold in an age-based industry, the struggle is real. But not impossible.
05/30/2016
Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter
05/27/2016
3Macs has 72 advisers overseeing approximately C$6 billion in client assets under administration, according to Raymond James.