11/18/2013
Merrill Lynch Wealth Management grapples with 'the elephant in the room'
Study of Americans' complicated financial lives leads wirehouse to rethink the adviser-client relationship
11/18/2013
GenSpring Expands Family Governance and Education Structure as Demand for Services Increase
All governance and education team members are highly trained in a wide-variety of skills, including family systems, family dynamics, family communication, and meeting facilitation.
11/17/2013
Emerging market billionaires, driven by vanity, easy money from the world's central banks and a quest for safe investments, are taking the contemporary art market to new heights.
11/17/2013
The Andriole Group, a Madison wealth management firm with $700 million in client assets under management, has switched affiliations from Merrill Lynch Wealth Management to HighTower, the latter company announced.
11/16/2013
The Private Wealth Management Group LLC, an investment and financial planning firm based in Worcester, has acquired Harbor Trust Wealth Management of Winchester.
11/14/2013
More Americans ditch their passports
Even rock star Tina Turner.
11/13/2013
To launch the office ZT has brought on an elite group of qualified, well-established financial experts and economists, including Roger Manghnani, Managing Partner, who will lead the New York team.
11/12/2013
Snowden Capital Advisors inks deal with leading private equity fund
Snowden is a nationally branded, open-architecture, hybrid registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.
11/11/2013
Firm Growth Continues With $22.8 Billion in Assets Under Management--26th consecutive quarter of positive net cash flows and 35 new hires.
11/11/2013
The second-largest U.S. bank by assets saw net income from its wealth management unit grow nearly 26% to $719 million in the third quarter from a year earlier
11/11/2013
All of our clients benefit from the scale of the Dynasty Network.
11/11/2013
Goldman Sachs Group Inc can cut pay dramatically and maintain staff when times are tough because it pays so well in good times,
11/11/2013
Bank of America Corp. Chief Executive Brian Moynihan touted the bank's wealth management business, saying future growth would come in part from affluent customers in that unit.
11/10/2013
When it comes to high-level wealth management talent, it’s still a seller’s market.
11/06/2013
Canaccord Genuity Group Inc. reports second quarter fiscal 2014 results Excluding significant items, earned net income of $6.7 million during the quarter
11/06/2013
"This (deal) has allowed us to plan for 12 to 18 months, but in the long term it brings in a very solid investor with a long-term view," he said.
11/05/2013
Credit Suisse Group plans to eliminate about 50 jobs in its fixed-income department in New York
11/05/2013
Sales results information is based on preliminary data from the Investment Funds Institute of Canada.
11/05/2013
Surevest Wealth Management previously Surevest Capital Management—announces the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.
11/05/2013
Swiss Private Bank Opens Philly Wealth Management site
The Swiss global financial services company, said Wednesday that it has opened a new private wealth management office dedicated to serving the firm’s ultra-high net worth clients