03/05/2015
LPL Adds Zions Bank to Its Platform
We were particularly impressed with LPL’s technology
Wealth and Asset Management
03/05/2015
Educating the Next Generation of Wealth Managers
Envestnet Institute Launches Online Courses to Prepare College Seniors for Wealth Management Careers
03/04/2015
Six Janney Financial Advisors Named Among the Best in the Country
Barron’s analysis uses a complex formula that contains 22 points of ranking, all with various weightings.
03/04/2015
FOX Updates Workshop to Help Families Create Their Own Unique Family Office
Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, will be offering its Family Office Design Workshop in Chicago on May 5-6
03/03/2015
ZT Wealth announces advisory board
Global business and community leaders to help guide company's strategic growth plans
03/02/2015
Private Bank Survey: Where to Invest Cash Now
America’s top 40 asset managers predict a grind in 2015
03/02/2015
The $800 Million Club
The products and services for Northern Trust’s richest clients will trickle down
03/02/2015
TotalBank switches to St. Petersburg wealth management partner
TotalBank was in discussions with Raymond James for a year before making the decision to partner
03/02/2015
Johnson Bank pursues wealth services, commercial growth
Associated, the largest bank with headquarters in the state, reported net income of $201.2 million.
03/02/2015
Two leading independent wealth management firms ink deal
“When clients come to a financial planner, they want to know that they have enough money to reach their personal goals,”
03/02/2015
Neuberger Berman Places Nine Wealth Advisors In Barron's 'Top Financial Advisors' List
Barron's used a number of factors to determine the state-by-state rankings including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
02/27/2015
Northern Trust bank bringing 1,000 jobs to Tempe
State and city officials rolled out incentive packages to help lure the 125-year-old financial institution to the Valley
02/27/2015
Covenant buys Oklahoma wealth-management firm, opens fourth office
Covenant Multifamily Offices LLC has bought a wealth management firm in Oklahoma that will serve as the company's fourth office.
02/27/2015
Cayman Finance hosts successful New York event
This event brought together over 160 attendees, 100 of those being key business contacts and partners from leading New York firms and institutions, along with Cayman Islands Government officials and Cayman Islands financial services industry representativ
02/26/2015
Morgan Stanley wealth advisers pay awkward tribute to ‘Hunger Games’
Morgan Stanley’s army of wealth managers sure have a lot of free time on their hands. So much so that executives there have apparently crafted a video spoofing The Hunger Games movie.
02/26/2015
LPL to take $9 mln charge to realign Fortigent unit
LPL said it will book about $6 million of the expenses this year
02/26/2015
Secrets to Managing Multiple Offices
With the growth of the RIA channel and active M&A environment, many firms are branching out and opening new offices
02/26/2015
Wharton Executive Education Partners with Institute for Private Investors on New Program for Financial Advisors
Wharton Executive Education and the Institute for Private Investors are partnering on a new program for financial advisors
02/26/2015
How an Undocumented Immigrant From Mexico Became a Star at Goldman Sachs
Julissa Arce went from selling funnel cakes in Texas to derivatives at Wall Street’s most profitable securities firm
02/26/2015
Wealth Adviser: Firms Targeting Restless Brokers Take Wider Aim
Smaller businesses “can get stagnant at some point