06/23/2013
Cantor Fitzgerald Wealth Partners will cater to people with at least $5 million to invest, with an emphasis on those with $50 million, said Stan Gregor, co-chief executive of the new unit, in an e-mailed statement.
06/23/2013
American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.
06/23/2013
The Credit Suisse bank is to disclose the names of more of its staff to the United States authorities
06/23/2013
The firm had been waiting for months for the government to grant approval to buy the remaining stake,
06/23/2013
The new services come in advance of the roll out of the Mercer Advisor Portal
06/20/2013
Los Angeles Wealth Management firm, “Wealth & Income Management Group” expands services and locations to better support its clients.
06/20/2013
The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,
06/20/2013
“Montecito Bank & Trust is dedicated to providing our clients with complete wealth solutions and a world class experience.
06/20/2013
It is the largest U.S. brokerage by adviser headcount and client assets.
06/19/2013
RJF client assets under administration in May rose 14% from a year earlier and edged up 0.2% from the prior month
06/18/2013
"This recognition is a credit to our dedicated professionals, who are committed to serving as long-term, trusted advisors for our clients."
06/18/2013
We continue to execute on our cost savings initiatives following the Morgan Keegan integration.
06/17/2013
Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC
06/17/2013
"Firms need to know how their investors would like to be notified--whether it occurs via email, phone or other means,”
06/17/2013
To handle the growth, Bank of the West hired about 80 people in the last two years, bringing Bahnken's team in wealth management to approximately 400 people
06/17/2013
A delegation from Guernsey has showcased Guernsey’s private client and wealth management offering to clients in the US.
06/17/2013
North America reclaims position as region with most High Net Worth individuals while Asia-Pacific leads overall wealth growth
06/16/2013
Petrella recently started his own financial consulting business.
06/12/2013
Having met that goal two quarters early, it is now aiming for higher margins, according to Gorman's presentation.
06/12/2013
A bank that offers wealth management services to high net worth individuals has released the results of an online survey