01/07/2013
Wealth-management firm Merriman sold to N.Y. firm
It was founded in 1983 by Paul Merriman.
01/07/2013
It was founded in 1983 by Paul Merriman.
01/07/2013
"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."
01/07/2013
Independent advisory firm Merriman LLC joined Focus Financial on Dec. 31.
01/07/2013
"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”
01/06/2013
Unprecedented signing bonuses, cultural changes linked to acquisitions, a push to cross-sell company products, and a growing charm of joining regional outfits contributed to many of these exits which are likely to continue this year, recruiters and broke
01/03/2013
While billionaires may have eased up on their giving in 2012, it looks like they’ll be digging a little deeper into their pockets in the coming year.
01/03/2013
Full details to be announced internally later in January
01/03/2013
The report’s authors blame the set-back on poor equity performance, particularly in Japan, China and India.
01/03/2013
Recruitment trends on Wall Street reflect a new emphasis on compliance and wealth management ...
01/03/2013
The call will also be broadcast live over the Internet and can be accessed in the Investor Relations section of First Republic's website.
01/03/2013
The plea, in U.S. District Court in Manhattan, marks the death knell for one of Switzerland's most storied banks, whose original European clients pre-date the American Revolution.
01/02/2013
Last year was a great one for the world’s billionaires
01/01/2013
Terms of the deal, first announced in early November, were not released.
12/30/2012
Duff & Phelps has announced that it has entered into a definitive merger agreement under which a consortium comprising controlled affiliates of or funds managed by The Carlyle Group, Stone Point Capital, Pictet & Cie and Edmond de Rothschild Group
12/27/2012
More Millionaires said in December that they planned to “Not Invest,” which gained 6.3 points to 32.7, a six-month high.
12/26/2012
Eagle completed the buyout of minority shareholders in ClariVest
12/26/2012
Study Also Finds Planning for Tax Changes Related to Net Worth
12/23/2012
They think rates will rise next year, but the charitable deduction will be fully available.
12/22/2012
We are looking for opportunities to participate directly in US residential property for both rental income and capital appreciation.
12/22/2012
Millionaires will be tweaking their investment portfolios in the coming year