06/10/2014
The new solution can eliminate the need for multiple risk systems, which lowers total cost of ownership (TCO) and helps improve operational efficiency
06/10/2014
Atlantic Trust continues record growth, hiring top talent
Firm has hired 20+ new professionals year-to-date in key markets to provide highest levels of customized service as business grows
06/10/2014
Wall Street veteran Sallie Krawcheck is teaming up with a money manager for an index fund focused on women a fund that before its re-launch suffered dismal long-term performance
06/06/2014
Fifty percent of client assets now enrolled in some form of ongoing advisory relationship
06/06/2014
She brings a wealth of knowledge to the group with his CPA background and MBA in finance.
06/05/2014
Trowbridge Wealth Management was previously with Sterne, Agee & Leach, Inc. where they managed $50 million in client assets that generated $650,000 in annual revenue.
06/05/2014
Singleterry Mansley Operates $397 Million Beachwood Total Return Fund
06/04/2014
Sallie Krawcheck Opens an Index Fund Focused on Women
The fund focuses on a selection of companies that are culled from a global index according to the gender diversity of their top ranks.
06/04/2014
Deutsche Asset & Wealth Management is the brand name of the Asset Management and Wealth Management division of the Deutsche Bank Group
06/03/2014
He died on May 30 at New York-Presbyterian Hospital.
06/03/2014
More than a dozen of the top pre-selected entrepreneurs will pitch accredited investors on their cannabis business dreams in a private meeting only open to its members.
06/02/2014
The new firm will be called Taursa Capital Partners and open by the end of the year, said the people, who asked not to be identified because the plans are private and subject to regulatory approval.
06/02/2014
Everything we do is fundamental and performance-driven in nature
06/02/2014
New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk
06/02/2014
With the high-net-worth market now reaching the saturation point, advisors are better off tapping the fourth and third income quintiles the middle market if they intend to stay in the business over the long term.
06/02/2014
Pantheon is courting wealthy individuals to private equity with a new platform that would give the high-net-worth sector access to its funds–without the need for institutional investor-sized checks.
05/30/2014
The merger was completed 1 a.m. Tuesday, about a year and a half after the two parties started discussing the idea
05/30/2014
A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.
05/30/2014
Lockup expiration days are typically volatile, as insiders rush to sell. It’s the kind of impulsive investing move that Wealthfront is trying to correct.
05/29/2014
Thought leaders will dominate, accruing a greater percentage of the corporate, and consequently, personal riches