07/01/2016
Five Star Professional partnered with Texas Monthly to recognize a select group of Dallas/Fort Worth-area wealth managers who provide quality services to their clients. David P. Little is featured, along with other award winners, in a special section of t
07/01/2016
Having CONCERT manage the back office and a technology platform frees up resources and enables Riley to focus on growth and acquisitions.
06/30/2016
A name change, however, isn't being ruled out.
06/29/2016
The Equity Glide Path Program is a financial analysis framework designed to implement a schedule of ownership within an advisory firm.
06/29/2016
The technology conveys information more quickly than the batch transmission technology it replaced.
06/29/2016
One of Canada's Biggest Banks Is Buying Chicago's PrivateBancorp
The transaction will significantly expand CIBC's reach in North America, and enable PrivateBancorp to continue building on its record of growth and client service under the leadership of its current management team.
06/29/2016
Swiss private bank to open first US office
Only representative office in the U.S.
06/28/2016
The report also found that only 32% of global HNW wealth is currently being managed by individual wealth managers, representing a challenge and an opportunity for firms to consolidate assets.
06/28/2016
Managing Director John W. Winslow, CFA, will serve as head of the Dallas office.
06/28/2016
Additionally, Point72 anticipates hiring more New York staff.
06/28/2016
The new fund seeks to track the Russell 2000 Comprehensive Factor Index.
06/24/2016
More than 1,500 pre-screened RIA firms were invited to apply for consideration
06/22/2016
And UBS' stockbrokers in the U.S. cater to clients who would typically be thought of as retail elsewhere in the world.
06/22/2016
The average Australian is now significantly wealthier than the average US citizen, according to a report
06/20/2016
UBS could be for sale soon
He also thinks UBS would likely not recover the multimillion-dollar price it paid in its 2010 transaction for the former PaineWebber.
06/20/2016
Flat asset growth sends Wall Street’s brokers scrambling
Private wealth in the US hit the skids last year as markets contracted.
06/20/2016
What’s Going On With Visium Asset Management? ‘Imploded’ Hedge Fund Plans Shutdown
Visium's performance has been lackluster of late.
06/20/2016
Top asset manager cuts workforce
The competitive demands of this industry require that we continually adapt and innovate to meet evolving client needs', according to the memo signed by top executives.
06/19/2016
Key Private Bank's Veena Khanna Named One Of The 50 Most Influential Women In Private Wealth By Private Asset Management Magazine
The 50 women selected for this honor were chosen based on a combination of peer recommendations
06/17/2016
Covenant Announces Industry Recognitions
Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.