11/04/2012
First Republic buys Los Angeles wealth management firm
Luminous, with $5.5 billion in assets under management, is a good fit with First Republic Investment Management Inc., a unit of First Republic
11/04/2012
Luminous, with $5.5 billion in assets under management, is a good fit with First Republic Investment Management Inc., a unit of First Republic
11/01/2012
The firm plans to continue that growth, setting its sights on doubling the assets under management of the U.S. private banking business in the next six years, and expanding its relationship manager force to between 550 and 700.
11/01/2012
WealthInsight study published in closing stages of election dominated by question of wealth creation and taxation
11/01/2012
The partnership brings Mariner’s AUM to $5.6 billion as RiverPoint brings in $1.3 billion
10/31/2012
First Busey Corporation is pleased to announce the formation of Trevett Capital Partners
10/31/2012
New white paper provides best practices, case studies and practical tips
10/30/2012
Posts third straight record profit on strong markets
10/30/2012
The company reported net income1 of $34 million, or $0.07 per diluted share, compared with a net loss of $16 million, or $0.03 per diluted share, in the third quarter of 2011.
10/30/2012
Reports suggest some firms are offering substantial inducements to potential registered representatives
10/29/2012
“We’ve really concentrated this year on growing the wealth division to help it catch up to the asset management side."
10/29/2012
“Since 2006, this has become the largest and one of the longest running studies of its kind, offering key insights that help to inform nonprofit organizations’ donor engagement strategies.”
10/29/2012
All the client services are bundled by need and the associated up to date records are stored on a secure, dedicated server that is accessible to the client 24 hours a day on any device that has internet capability.
10/28/2012
For its 2012 list of the World's Best Banks, Global Finance choose winners in 12 categories ranging from best investment bank to best Islamic Financial Institution.
10/28/2012
Switzerland’s largest bank, will cut as many as 10,000 jobs companywide as the trading business shrinks
10/28/2012
Raymond James Financial Inc. is still working on “digesting” Morgan Keegan, its biggest acquisition, but the financial services firm is keeping an eye out for additional deals.
10/25/2012
Private Wealth Firm Earns Editor's Special Award From Private Banker International
10/25/2012
SEI has announced that it has extended its multi-year strategic partnership with SunTrust Banks, Inc. through 2020. As part of the new agreement, SEI will now handle securities processing functions for SunTrust's Private Wealth Management business.
10/24/2012
Raymond James Financial has reported record annual net revenues for the fiscal year 2012 of $3.8 billion, up 14 percent from last year, and record annual net income of $295.9 million, up 6 percent from last year.
10/24/2012
Emphasis is moving away from performance relative to benchmarks and toward investor outcomes
10/24/2012
With Focus on Cultivating "A New Generation of Financial Advisors," Gerber Kawasaki Brings 19 Financial Advisors and $175 Million of Client Assets