02/25/2014
SAC Capital Advisors LP returned almost all investor money as of the end of January and has shrunk its headcount to 850 people from 1,000, as the firm focuses on managing the private wealth of founder Steven Cohen.
02/25/2014
Telemus Capital Partners LLC, a wealth management firm based in Southfield, will announce Tuesday afternoon that it has acquired Los Angeles-based Concentric Capital LLC. Terms will not be disclosed.
02/24/2014
Running up against the limits of a recruitment strategy based on swiping advisor talent from their competitors, leading wealth management firms are trying a new ploy: Growing their own.
02/24/2014
Running up against the limits of a recruitment strategy based on swiping advisor talent from their competitors, leading wealth management firms are trying a new ploy: Growing their own.
02/24/2014
HighTower welcomes RJ Wealth Management as the newest member of the HighTower partnership.
02/21/2014
Dynasty Financial Partners has won another round in the high-stakes battle for breakaway advisors.
02/21/2014
Citigroup Inc Chief Executive Michael Corbat received a 23 per cent pay rise in 2013, his first full year after replacing Vikram Pandit at the helm, a regulatory filing on Thursday showed.
02/20/2014
It seems like private banking never gets any respect – whether on this site, in random stories you read online, or even in interviews for other jobs.
02/20/2014
In an effort to provide timely information to enable analysts and investors to stay better informed about the general trends in our major business segments, we are releasing selected operating statistics.
02/19/2014
Sapient Private Wealth Management, a Eugene, Ore.-based RIA, today announced it has added former RBC financial advisor, Ross Anderle
02/19/2014
A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.
02/19/2014
As of December 1, 2013, Atlas financial advisors supported brokerage and fee-based client assets totaling approximately $125 million.
02/19/2014
As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.
02/19/2014
The pilot program, which was launched at the end of 2013, aims to help address two compelling industry issues: attracting more women into the profession and providing potential successors for retiring advisors.
02/18/2014
Jersey’s role as a specialist centre for wealth management, alternative fund and corporate listings work has been highlighted to audiences of senior finance professionals at a range of events in South Africa, the USA and Canada this month.
02/14/2014
Fidelity Shutters Private Wealth Management Unit
David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.
02/14/2014
Halbert Wealth Management and owner Gary D. Halbert receive top honors from Advisors Perspectives, a publishing firm serving the financial professional community.
02/14/2014
What’s in a name? Wealth management brands v boutiques
Wells Fargo has retained its crown as the world’s most valuable banking brand in BrandFinance’s Banking 500 for 2014.
02/13/2014
Behavior is a new pay metric at leading international wealth manager
U.S.-based wealth advisers for Barclays are no longer getting paid solely on how much money they bring in. Going forward, their compensation could be docked for misconduct.
02/12/2014
Positive tone from management