10/14/2012
The New York office will serve as a business development and marketing center and complements Aberdeen’s North American headquarters in Philadelphia, as well as the company’s on-the-ground business development presence in Chicago, Miami, San F
10/13/2012
Swiss newspaper Tages-Anzeiger, citing internal documents, reported the bank plans to lay off almost a quarter of its 8,200 staffers in the IT department. It says that is likely to be followed by wider cuts, possibly affecting a fifth of the company'
10/11/2012
Vestor's partnership went into effect on October 1, bringing Focus' total number of partner firms and affiliates to 24. This represents the fifth transaction for Focus this year.
10/11/2012
Leading family office appoints new CEO
He was instrumental in implementing the firm's industry-leading open architecture strategy and has spearheaded several operational changes that have contributed to the success of both the firm and its clients.
10/11/2012
After a lengthy, two-year-long, transatlantic divorce process, Old Mutual Asset Management is selling off five more of its affiliates-- this time to their current senior management teams.
10/11/2012
Results topped Wall Street expectations.
10/09/2012
Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.
10/09/2012
The Credit Suisse Research Institute today released its third annual Global Wealth Report 2012, which finds that from mid-2011 to mid-2012 aggregate global household wealth fell by 5.2% in current dollar terms to USD 223 trillion due to the economic uncer
10/09/2012
Despite a rising stock market which should be buoying investment performance and investor satisfaction, financial advisors are largely treading water with many wealthy investors, and worse, have lost significant ground with a key wealth segment, according
10/07/2012
The consultancy, which advises Remuneration Committees on Executive Pay issues, has identified it as the single biggest executive remuneration trend in 2012.
10/04/2012
The firm will continue to operate independently and under the leadership of the existing management team.
10/04/2012
The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software
10/04/2012
Some veteran advisers say they feel less tied to their firms after they were swallowed up by big banks and other Wall Street nameplates.
10/04/2012
Designed for Private Families in the $5-50 Million Wealth Bracket
10/04/2012
Mandate Includes Mutual Fund Accounting and Administration, Transfer Agency and Blue Sky Services
10/04/2012
The comments from Mr Gorman comes on the eve of third-quarter results from Wall Street which are expected to underline the pressures revenues at banks remain under.
10/04/2012
NFP Advisor Services Group has published the results of a study identifying the benefits of multidiscipline practices (MDP) to clients and advisors, and exploring the unique obstacles that these practices must overcome to achieve success.
10/03/2012
Citi’s OpenWealth delivers a full suite of wealth management investment services solutions.
10/03/2012
Wall Street banks should quit New York because the state has "made war" on the financial services industry for the last decade, an analyst has argued.
10/03/2012
Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.