06/19/2015
The major brokerages may be ceding market share to the independent channel, but industry stalwarts Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS continue to be prime destinations for high-net-worth investors.
06/18/2015
As Barclays PLC's U.S. wealth advisers mull a deal to join Stifel Financial Corp., several have left to join Merrill Lynch recently
06/18/2015
Credit has become an incredibly important aspect of a financial profile
06/18/2015
Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser
06/17/2015
That’s why his firm co-founded Cleantech Syndicate in 2010, a network of like-minded family offices, to find deals and share ideas. It’s expanded to a dozen families who’ve invested about $1.2 billion.
06/17/2015
The wealthy constitute one of the most lucrative markets for a broad array of professionals such as financial advisors, insurance agents, lawyers, business coaches, bankers, and accountants.
06/17/2015
Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business
06/17/2015
The six partners of the firm have signed long-term employment contracts as part of the transaction, which is expected to close in the third quarter of 2015, subject to the satisfaction of customary closing conditions.
06/17/2015
Most recently, Wealthfront enhanced its daily tax-loss harvesting features such as intelligent recovery, optimized harvesting triggers, predictive deposits and tax-sensitive withdrawals. In addition, the company made it available to all Wealthfront client
06/16/2015
Global Wealth Markets: The Growth Continues
Global private financial wealth grew by nearly 12 percent in 2014 to reach a total of $164 trillion.
06/16/2015
Hard work and education can help strengthen these qualities in your clients
06/16/2015
Half of millenial consumers would consider swapping Google or Apple in for their current financial services provider, according to a study provided to Business Insider.
06/16/2015
New program informs and empowers women about critical wealth management topics
06/16/2015
Philippe Couvrecelle, founder of PTH Conseil and former Chairman of the Board of Edmond de Rothschild Asset Management, and his partner, Jean Maunoury, are the architects behind this project: a global platform which will acquire minority stakes in the cap
06/15/2015
Retired professional athletes, Bart Scott and Antoine Walker, bring real-life lessons on athletes’ financial opportunities and challenges
06/12/2015
Merrill Lynch is emphasizing goals-based wealth management — even as some FAs say they’ve been using this approach for decades.
06/12/2015
Advisers need to embrace the new technology
06/12/2015
Growing California Firm Seeks to Continue Expansion Through Acquisitions in Southwest
06/12/2015
The loans are growing quickly beyond wirehouses, but some are concerned about the risks and conflicts of interest
06/12/2015
Merrill Lynch today announced that it has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes.