10/18/2016
Laserfiche Wins WealthManagement.com 2016 Industry Award
The awards recognize outstanding companies and organizations that support financial advisor success.
Wealth and Asset Management
10/18/2016
WSFS Announces Strategic Acquisition of West Capital Management
The firm has a proven, scalable business model, providing fully-customized solutions tailored to the unique needs of institutions and high net worth individuals.
10/17/2016
What the investment chief at America’s oldest private bank has to say about the future of US markets
The real culprit of constrained economic growth in the US is the household deleveraging
10/17/2016
Pictet Brings First Global Bond Fund to the U.S.
Pictet is the subadvisor to the Ivy Targeted Return Bond Fund, launched earlier this year. As of the end of September, the fund has $102.4 million in assets.
10/17/2016
Bank of America Reports Third-Quarter 2016 Financial Results
The company provides unmatched convenience in the United States
10/14/2016
Wealth Managers, Be on Lookout for Scams Targeting Elderly Clients
One growing concern is when elderly clients are asked to buy unsuitable financial products
10/13/2016
Advisers take flight from Morgan Stanley
Twenty-four teams leave in third quarter on top of 26 in second quarter
10/13/2016
UBS/PwC Billionaires Report reveals billionaire wealth declining by $300 billion
Average billionaire wealth dropped from $4.0 billion to $3.7 billion
10/12/2016
Everest Wealth Management settlement not final
Any settlement is not final until the insurance administration issues a new public order.
10/11/2016
Stony Point's William Winters Named 'Five Star Wealth Manager'
Has been named a Westchester Five Star Wealth Manager by Westchester Magazine and Five Star Professional.
10/10/2016
$800 Million Merrill Lynch Team Joins Janney
The groups will merge and be known as Seaport Wealth Management of Janney Montgomery Scott
10/07/2016
CDH Adds Wealth Management Practice
CDH Wealth Management continues our strategy of diversifying what we are able to offer.
10/06/2016
Raymond James completes takeover of Deutsche Bank's US Wealth arm
The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.
10/04/2016
Illinois treasurer expects others to cut ties with Wells Fargo
Wells Fargo has dealt with the repercussions of opening millions of fake accounts as employees tried to meet sales goals.
10/03/2016
Cuban lessons for US wealth management
In the flesh, the chief executive of WE Family Offices, which oversees $6.8bn for some of the world’s richest people, is discreet.
09/30/2016
Fiera Capital Makes An Offer To Acquire London- Based Charlemagne
If the Offer is completed, it would provide Fiera Capital with an entry into the emerging and frontier markets asset class and create a European platform to enhance the growth and distribution of Fiera Capital's existing investment strategies.
09/29/2016
How wealth managers can change their business models
The research shows that four out of 10 clients are open to switching wealth managers under the right circumstances.
09/29/2016
SEIA CEO Named a Top Independent Financial Advisor
Investment performance is not an explicit criterion, because clients' investment goals vary.
09/29/2016
Setting high standards for private bankers of tomorrow
Be opportunistic, even if it means leaving your comfort zone, in terms of location, new ventures and career change
09/28/2016
Maitland opens New York office
The move follows the opening of their Miami office earlier this year.