05/14/2014
Asset managers likely to get bigger bonuses this year - consultant
Employees in low-risk, fee-heavy businesses such as asset management may see their bonuses rise by as much as 10 percent
05/13/2014
Ileana Platt was put in a bind when Barclays PLC announced plans to pull out of the Latin American market for wealth management services.
05/13/2014
As part of the merger, RGT will retain SCM Advisors’ staff and will assume client assets of $600 million
05/13/2014
The Chubb Group of Insurance Companies and the Aresty Institute of Executive Education at the Wharton School have created an educational program that will help select agents and brokers better understand the risk management and insurance needs of their h
05/12/2014
AllianceBernstein L.P. and AllianceBernstein Holding L.P. today announced that preliminary assets under management increased to $457 billion during April 2014 from $454 billion at the end of March.
05/09/2014
Integrated Wealth Management nabbed The Cypress Group from Morgan Stanley after putting Tamarac in place
05/08/2014
Asset manager J O Hambro Capital Management Limited based in London, has selected the Advisers Investment Trust for their U.S. mutual fund products.
05/07/2014
WE Family Offices is a family-focused wealth management firm
05/07/2014
Fresh off of adding a new platform earlier this year, HighTower Advisors chief executive Elliott Weissbluth now compares the firm's growing reach to perhaps an unlikely rival — Raymond James Financial Inc.
05/06/2014
Northern Trust Corporation is a leading provider of investment management
05/06/2014
Specific topics addressed by Wealth Insights publications include retirement, taxes and estate planning
05/06/2014
UBS AG has set tighter expense control targets for its Americas wealth management business, Switzerland's biggest bank said Tuesday as it reported a 7 percent rise in first-quarter net profit prompted by lower taxes and cost-cutting.
05/05/2014
Disagreement at senior levels
05/05/2014
Los Angeles-based Ares touted a model that’s more focused on predictable management fees than its peers, which derive a greater percentage of revenue from investment profits.
05/04/2014
Ameriprise Financial, Inc. reported first quarter 2014 net income of $401 million, or $2.01 per diluted share. In a release on April 28, the Company noted that operating earnings were $407 million, up 20 percent from a year ago, with operating earnings pe
05/03/2014
He was chairman of the American Ballet Theatre from 1982 to 1990, treasurer-secretary of Independent Curators International and served as a member of the Contemporary Arts Council of the Museum of Modern Art.
05/02/2014
The higher the net worth of the clients served, the more critical specialization is. BofA's U.S. Trust unit, for example, requires private bankers to "choose a major" to help attract ultra high net worth clients.
05/02/2014
US-based wealth management giant closes financial planning division in India
The spokesperson clarified that only the financial planning arm of the company was being shut down
05/01/2014
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide
05/01/2014
We were pleased to see the continued increase in our quarterly earnings