08/04/2015
Turns out only a fraction of the industry’s 11,473 RIAs are dually registered or affiliated with a broker/dealer, according to the 2015 Evolution Revolution, produced by the Investment Advisor Association and compliance solutions firm NRS.
08/04/2015
This acquisition is in line with Aberdeen's strategy to strengthen and grow its global alternatives platform encompassing multi-manager research and selection across hedge funds, private equity, and property along with direct investments in infrastru
08/04/2015
A team that managed more than $700 million in client assets has signed on with Raymond James' independent channel, the firm said.
08/03/2015
They are paid to cater to every whim, anticipate every need and handle every detail, all while maintaining the utmost composure.
08/03/2015
The average consumer would say wealth management is for the rich people
08/03/2015
The mortgage lending and wealth management businesses of 1st Portfolio Holding Corporation will continue to operate from their current location
08/03/2015
Merrill Lynch’s parent company, Bank of America, sold its offshore wealth-management offices three years ago.
07/31/2015
It might just be coincidental timing, but it sure looks bad.
07/31/2015
The deal to sell the wealth management operation to Stifel was supposed to come with 180 advisors managing about $56 billion in offices in 12 cities.
07/30/2015
Citigroup offers wealthy heirs an art auction crash course, but is it actually a good idea?
07/30/2015
The deal underlines the growing importance of being able to target individual investors – for now the wealthy, but eventually also mass market retail investors.
07/30/2015
Young people have always been poor, but today's young people are poorer than most
07/30/2015
Brokerage to create specialized team of financial advisers to handle clients in 29 countries
07/30/2015
Taking a financial planning practice to the next level
07/30/2015
Family offices are hiring household help for HNW clients — but should they get involved?
07/30/2015
Yet few of them take the time to analyze that information to grow their business
07/30/2015
Futurewealth Report Compares America's Young Emerging Wealthy With Global Peers and Older Counterparts
07/30/2015
Like the finance industry as a whole, the private wealth sector is in the midst of a period of profound transition.
07/29/2015
LPL Financial is promising their advisors can grow their business up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform.
07/29/2015
We are thrilled that they chose to partner with Investacorp, where they can continue to grow and build a flourishing practice.