02/20/2014
In an effort to provide timely information to enable analysts and investors to stay better informed about the general trends in our major business segments, we are releasing selected operating statistics.
02/19/2014
Sapient Private Wealth Management, a Eugene, Ore.-based RIA, today announced it has added former RBC financial advisor, Ross Anderle
02/19/2014
A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.
02/19/2014
As of December 1, 2013, Atlas financial advisors supported brokerage and fee-based client assets totaling approximately $125 million.
02/19/2014
As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.
02/19/2014
The pilot program, which was launched at the end of 2013, aims to help address two compelling industry issues: attracting more women into the profession and providing potential successors for retiring advisors.
02/18/2014
Jersey’s role as a specialist centre for wealth management, alternative fund and corporate listings work has been highlighted to audiences of senior finance professionals at a range of events in South Africa, the USA and Canada this month.
02/14/2014
Fidelity Shutters Private Wealth Management Unit
David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.
02/14/2014
Halbert Wealth Management and owner Gary D. Halbert receive top honors from Advisors Perspectives, a publishing firm serving the financial professional community.
02/14/2014
What’s in a name? Wealth management brands v boutiques
Wells Fargo has retained its crown as the world’s most valuable banking brand in BrandFinance’s Banking 500 for 2014.
02/13/2014
Behavior is a new pay metric at leading international wealth manager
U.S.-based wealth advisers for Barclays are no longer getting paid solely on how much money they bring in. Going forward, their compensation could be docked for misconduct.
02/12/2014
Positive tone from management
02/11/2014
Raymond James Financial, Inc. has partnered with HiddenLevers, the portfolio stress testing toolkit, to provide macro research, scenario modeling and predictive risk analytics.
02/11/2014
BNP Paribas Wealth Management publishes Individual Philanthropy Index by Forbes Insights
BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United
02/10/2014
Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.
02/10/2014
Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds
02/07/2014
The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics
02/07/2014
Lebenthal Wealth Advisors Acquires Heckman Global Advisors
The three worked together at Smith Barney, at the time Dr. Heckman served as Managing Director responsible for global asset allocation.
02/07/2014
HighTower Alliance to offer independence, access to firm's investment platform, BD services
02/07/2014
Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.