08/21/2013
UBS Global Asset Management has announced that its leading Alternative and Quantitative Investments hedge fund platform will be reorganised into two separate business areas with immediate effect
08/20/2013
The multi-family office model delivers much more than the pure asset management of an independent financial advisor
08/20/2013
Encore Wealth Advisors, a sustainable wealth management firm, is proud to announce its certification as a B Corporation.
08/20/2013
The two companies have combined assets under management of about $1 billion, 400 clients and complementary businesses.
08/20/2013
Raymond James Financial Inc.'s assets under administration grew 12% in July to reach a new record of $418 billion
08/18/2013
AMG Wealth Partners, LP, a subsidiary of Affiliated Managers Group, Inc. has acquired an equity interest in Clarfeld Financial Advisors, LLC.
08/18/2013
CertusBank, N.A., through its Wealth Management division, CertusWealth, announced it has agreed to make a strategic investment in Monarch Business and Wealth Management, a joint venture between Barry Klarberg and Asset Alliance.
08/14/2013
This panel will discuss the size, location, characteristics and spending habits of the UHNW in general and in LATAM specifically.
08/14/2013
In July, five months after the integration began, Collardi raised the estimated integration costs to 455 million francs from 400 million, and retaining Merrill Lynch bankers is also costing money and slowing efforts to hire advisors in other areas.
08/13/2013
“I am pleased to inform our registered investment advisors they will now have access to the Raymond James Alternative Investment Group (AIG),” said Bill Van Law, president of Raymond James IAD.
08/11/2013
A $2.2 billion registered investment advisory firm with roots at Bank of America's Merrill Lynch and UBS AG has joined Focus Financial Partners, a partnership of independent wealth management firms.
08/11/2013
The firm offers a range of advisory services including investment management, financial planning,
08/09/2013
More wealth management firms are likely to come into existence to give tax advice to U.S. citizens living abroad
08/08/2013
Memphis-based wealth management firm Radian Partners LLC has purchased Gazelle Wealth Management of Union City, Tenn
08/07/2013
Wealth management is undergoing significant changes, driven by some powerful trends.
08/06/2013
Today, there are even more notable differences between these groups of ultra-high-net-worth and high-net-worth individuals than during Fitzgerald's time.
08/06/2013
Jovian Capital Corporation released its results for the three months ended June 30, 2013.
08/06/2013
Bank of the West’s push into the high-net-worth wealth management market appears to be paying off.
08/05/2013
Sidra Capital Limited, a Category-3A company, licensed by the Dubai Financial Services Authority has completed the successful implementation of Agilis Investment Management Suite.
08/04/2013
Focus Expands in Midwest with one of Western Michigan's Largest RIAs